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.
Five Fatal Retirement Mistakes
Unfortunately, generating income in retirement can be more complicated than you anticipate and can derail your retirement plans. These mistakes can be avoided if you know what they are and plan ahead. Find out what the five fatal retirement mistakes that people make and ways to avoid them in this week’s episode of Protect Your Assets.