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.
Financial Advisors and Revenue Sharing
Sometimes advisors recommend certain products for your portfolio. However these advisors can be taking part in revenue sharing, where they make money based on selling that product to you even if its not the best for your situation. Find out what you should look out for to avoid this trick in this week’s “They Say” segment.
