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.
8 Smart Money Moves to Make Before the New Year
2022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement plan and HSA contributions, listen to eight tax tips that could save you money.
