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.
Four Options For Your 401k
Have you recently been offered a package from your company asking you to leave or retire? There are many companies doing this to employees in order to save money. Often times people accept them without figuring out if it is a good decision or not. Find out four options to consider regarding your 401k after you leave your job in this episode of Protect Your Assets.