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.
Four Questions to Answer Before you Retire
There are four key questions you need to answer before you retire. Do you have enough money to retire? Do you have an estate plan in order to be tax efficient in passing assets to family? Find out what you need to know in order to have a successful retirement in this episode of Protect Your Assets.
