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.
Market Cycles and Your Portfolio
There have been many changes to begin the year 2021. There is a new president and congress, which could lead to some massive changes that could impact your retirement portfolio. With another stimulus most likely on the way, what does that mean for the economy? Find out 5 key areas that you should be watching within the markets and the economy overall in this week’s episode of Protect Your Assets.
