Racing to Retirement - Retirement Income Planning Workbook
Will you be filling your days in retirement or will your days be fulfilling in retirement? It's never too early—or late—to take charge of your retirement.
This workbook covers:
Visualizing your retirement by uncovering your goals and dreams for your retirement life.
Building your roadmap by identifying your income sources and retirement expenses, then evaluating the gap you have between the two.
Optimizing your resources by building a cohesive strategy to address every aspect of your retirement, tax, and estate plans.
Family, Finances & Health: Planning Ahead Before Crisis Hits
In this episode of The Clear Cut, Claire Hollander dives into Chapter 3 of her book A Clear Path Forward, exploring the powerful link between physical health and financial health. From the emotional challenges of starting hard family conversations to the practical need for organizing vital documents, Claire unpacks why waiting until a crisis strikes can create unnecessary chaos. Through real client stories and reflective Q&A, she shares strategies for preparing loved ones for the realities of aging, long-term care, and estate planning. Tune in to learn how proactive planning can ease burdens, protect relationships, and truly become the ultimate gift to your family.Â
