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.
Markets Hits All Times Highs
The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week’s Market Recap.
