Good morning Sister's and Brother's,

Margaret Pierce from Scarborough Alliance has put together a questionarre and work sheet for members looking to retire within the next 5 years, take a look and if you have any questions feel free to reach out to her.

As we enter 2026, please share with your members that I am available to meet to help them put together a financial plan for when they are looking to retire. I am looking to book my travel schedule and meet with members in February, March and early April across New England. 

Below, I have attached our financial plan questionnaire and budget worksheet, I use these to gather individuals’ information to create a financial plan for them.

Personal retirement plan questionnaire | [Fillable PDF]
Scarborough’s Retirement Income & Investment Analysis will show whether you are on track to achieve your long-term retirement income goals and offers key recommendations for adjustments to improve your retirement planning. To obtain your personalized report, please complete the information on the questionnaire

Calculating your retirement expenses, the budgeting method | [Fillable PDF]
For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses.

Fraternally,

Jamie