retirement future plan budget on blue

retirement budget savings investments income expenses pension 401k ira social security annuity nest egg financial plan assets liabilities diversification inflation healthcare medicare insurance lifestyle taxes portfolio bonds mutual funds real estate equity dividends risk management wealth planning trust beneficiary rollover withdrawal roth taxdeferred contribution rate employer match compound interest longevity emergency fund debt cost living goals streams budgeting freedom early age consultation advisor future longterm preretirement postretirement fixed flexible spending strategy passive