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.
2/15 – Retirement Is Expensive
You know how they say kids are expensive? Well, that’s true, but retirees can be expensive too! Today we are going to help you better plan and prepare for spending more money In retirement than you expected. Between travel, fitness, utilities, and giving, retirement may cost you more than expected!