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  "documentTitle": "modern retirement monthly report en",
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      "kind": "callout",
      "text": "How much guaranteed income will you receive in the next 3-5 years?\n- Pension\n- Social Security\n- Annuity income",
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      "text": "How much do you plan to spend in the next 3-5 years?\n- Day-to-day expenses\n- Major purchases (e.g., purchasing a home)\n- Health insurance coverage and out-of-pocket cost\n- Emergency fund",
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      "text": "Strategies are subject to individual client goals, objectives and suitability. For more information, please see Liquidity strategy solutions and Building and refilling the Liquidity strategy.",
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      "text": "Near-term spending needs\nRetirement income",
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      "text": "Funds needed in your Liquidity strategy",
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      "kind": "subtitle",
      "text": "Review your sources of income and near-term spending objectives",
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      "text": "Funding the Liquidity strategy for retirement",
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