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.
Dating a Financial Advisor
The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you through retirement? Find out the five key questions you need to ask any financial advisor before you work with them in this week’s episode of Protect Your Assets.
