Do you view your retirement as your parents and other relatives viewed theirs? What if you were already retired and someone asked you what you do? How would you like to answer them? Clearly, your responses to these questions will differ from those of other people. That’s because your vision of retirement is unique. It may involve: Securing essentials without worrying about how you’re going to afford them Enhancing your lifestyle with well-deserved travel and recreational activities Embarking on an event such as starting a new business, living abroad or providing meaningful support to a favorite charity
Whatever the case, your UBS Financial Advisor can help you begin planning your retirement journey with an in-depth conversation about you, your aspirations and the people and causes you care about most. Drawing upon the wide variety of services and support available through UBS, your Financial Advisor can help you visualize your retirement and implement an investment strategy to work toward that vision. Essential Expenses | | | Lifestyle Expenses | | Needs | Wants | Wishes | | | Housing
Health Care
Basic Living Expenses | | Travel
Entertainment
Hobbies/Leisure | Vacation Home
Special Events
Special Purchase
Charitable Bequests |
Questions to ask yourself
If you need help answering the following questions, contact a UBS Financial Advisor for assistance: | 
