Budgeting for Retirement

Marge Schiller, CFP®, helps you make a retirement budget so that you can enjoy your golden years without the fear of running out of money. This session covers:

  • Why you should create a retirement budget.
  • How to create one: understanding your retirement income, spending, healthcare costs, and lifestyle changes.
  • Making a plan to test, adjust and track your retirement budget.

About the speaker

Marge Schiller, CFP® is a recently retired fee-only financial planner who currently works as an active volunteer to help improve adult financial literacy. She was employed as an hourly rate financial planner serving clients in CT, MN and FL for over 30 years. Prior to that she taught college courses in the field and published two textbooks in consumer and family finance.

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