Racing to Retirement - Retirement Income Planning Workbook
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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.
Car Collections and Retirement
Cars are selling for some serious money right now, as a record setting auction at Monterey Car Week totaled over 469 million dollars. Many retirees have a special car or a collection, however is it covered by your current will or trust? Cars can present a special set of problems, and if not dealt with effectively, they can create problems for those you leave behind. Find out how you can plan ahead in this episode of Protect Your Assets.
