Retiring Well & Leaving a $$ Legacy

My wife and I met with our financial advisor, A Certified Public Account (CPA) and lawyer, over two years ago because of the new tax laws that were excessively attacking our savings. We were advised to start a Limited Liability Corporation (LLC) to counter these tax assessments and provide another source of income during retirement. That has been working well. Recently, we met with our CPA again to look at our retirement portfolio based on projected retirement at 62 and 65. He assessed our projected monthly income from our Social Security, 401K Plans, my government pension, and other investments (mutual funds and annuities). We compared our income with the reduction of expenses (e.g., work travel, professional attire, utility expenses, and home maintenance cost) because we plan to live in a retirement community. We included vacation travel costs and giving to our church, charities, children, grandchildren, and those in need. We also wanted to leave a sizable legacy to our children and grandchildren at the time of our death, so we purchased most recently a substantial life insurance policy with a cash benefit like a mutual fund or annuity. My wife used to work for an insurance company it passed her scrutiny. Overall, our CPA felt we were in a very good position to retire at the age of 62 but would be even more financially stable at age 65. This is in 2 months to 5 years respectively. We will live better at retirement than our current working lifestyle. Proper Planning Prevents Poverty Postured People