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.
Financial Tricks not Treats
In this special Halloween episode, find out 5 tricks that you need to be wary of when it comes to your finances. From bad investments, paying excessive fees, or getting duped by fraudsters, these tricks can have a bigger impact on your finances then you think. Find out what else you should be looking out for in this week’s episode of Protect Your Assets.
