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.
How Many Ways Can You Take Social Security?
There are over three hundred ways to elect your Social Security benefit for couples. With that many options that can lead to some costly mistakes. Find out how and when to take your Social Security in this week’s “They Say Segment.”
