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 Rebound
Stocks had a big week with all major indexes in the green. This comes from more stimulus and a budget plan which the markets liked. However is there any risk involved? What other economic factors should you be paying attention to? Find out in this week’s Market Recap.
