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.
In the landscape of personal finance, the 401(k) stands as a testament to long-term savings and retirement planning. Most employees embark on this journey with enthusiasm, opening 401(k) accounts to…
Navigating the financial implications of investments and estate planning is crucial for savvy financial management, especially when it comes to understanding “cost basis” and the significant impact of a “step-up…
In a world where the quest for a longer, healthier life is universal, the remarkable communities known as Blue Zones offer invaluable insights. These unique regions, where people live significantly…
