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 Segment: Market Continues Bumpy Ride
Markets continue to move up and down as the new year continues as all major indexes finished in the red. Inflation and interest rates also continue to be the driving force of market volatility. Find out what you need to be looking out for in this week’s market recap.
