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.
Market Momentum: Is the Bull Market Run Just Getting Started?
Markets rallied this week, with the Dow, S&P 500, and Nasdaq all posting strong gains as the bull market continues to build momentum. In this week’s Protect Your Assets  Market Briefing, David Hollander, The Sandman, breaks down what’s driving the surge—from strong earnings and easing volatility to expectations of another Fed rate cut. He also shares why this rally may still have room to run, what sectors could offer opportunity, and how investors can use upcoming market swings to rebalance portfolios before year-end.Â
