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.
Markets React to Rising Treasury Rates
Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time highs? Find out what key factors you need to pay attention in this week’s Market recap.