Planning for retirement can be complicated…and it is practically impossible if you haven’t first established your goals and determined your financial needs for your golden years. But if you can spend some time to really envision what you want your retirement to look like, you can use that to formulate your plan and create the discipline to put your plan into action.

If you have $500,000 or more to invest, get this free guide today—it walks you through the most important factors, in our opinion, that you should consider to define your financial needs in retirement, so you can develop your retirement investing plan.

This guide can help you answer key retirement planning questions including:

  • What will be your retirement lifestyle? Will you travel or stay home?
  • At what age do you plan to retire?
  • What essential expenses will you have?
  • What part will Social Security benefits play in your financial picture?
  • Plus many more factors you may want to consider to help you plan for a secure retirement.

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top rated strategies by Morningstar.