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.
How to Prepare for a Recession
Former Treasury Secretary Janet Yellen said in an interview that we are not headed toward a recession in 2023. Many CEOs disagree and are laying off more people than they did during the 2008 recession. Will you be able to retire if we are headed towards a recession, or will you have to continue working? Find out how to prepare for a recession in this episode of Protect Your Assets