Perfect Calendar®


The creation of your own written Perfect Calendar® is a very important lifestyle consideration for retirement. The Perfect Calendar® allows individuals to vividly envision and quantify the ideal retirement lifestyle they are working and saving towards. As you create your Perfect Calendar®, you should not consider all the financial limitations, time constraints, and commitments that currently restrict you. This is the time to think in ideal or perfect terms. This is where you dream big and create an unrestricted vision of a life that is exciting and fulfilling.

Most people generally experience some difficulty making the saving an accumulating of investment assets for retirement a high priority. This is evidenced by the fact that many do not take full advantage of, nor contribute the legal maximums to 401(k)s, Roth IRAs, regular IRAs, and other retirement savings vehicles available to them. They may engage in one or two options, but rarely maximize participation in the full array of options. One of the reasons for this common neglect can be the perceived lack of an immediate reward in the here and now.

Retired people who are having a blast understand and appreciate some important factors. For the first time in their adult lives, all of their time is theirs to spend pursuing and focusing on the people and things that matter most to them. This is a big change from being consumed with making a living. In addition, the responsibilities of raising children are largely fulfilled. The retired individual enjoys an allowance of time and freedom likely unprecedented in their adult life. This brings a remarkable opportunity for the creation of their Perfect Calendar®.

In reality, the financial, tax, and legal structures in a plan actually become the scaffolding that supports the individual’s/couple’s Perfect Calendar® and ideal lifestyle.

To learn more about Perfect Calendar® and start creating your own Perfect Calendar®, request a complimentary booklet today, A Guide to Creating Your Perfect Calendar® in Five Easy Steps.