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.
Estate Planning 101
Family is the most important thing in life, and if you don’t have the right estate planning documents in place, then you could create a real mess for them. Probate courts are backed up and can cost you a lot of money. Find out how to make sure your estate plan is up to date in this episode of Protect Your Assets.