Racing to Retirement - Retirement Income Planning Workbook
Â
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.
Last updated: 02/28/2024 It’s no secret that doctors have higher-than-average incomes when compared to the average U.S. household (in 2024, the average U.S. household income was $59,428. vs. $265,000 for…
Last updated: 02/28/2024 Higher education is not cheap (and the price continues to climb every year), and medical school is no exception. In fact, the price to become a doctor…
Last updated: 02/28/2024 Financial missteps from high-earning individuals, like doctors, can be especially costly. Do you struggle to manage your finances or want to improve your money habits? Or are…
