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 Review for the Year
The markets overall did well for the year. 2021 was the sixth best year for US stocks since 1990 with a return above 25 percent for the S&P 500. Will this growth continue in 2022? Find out what you need to know in this week’s market recap.
