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.
Minimizing Risk in Retirement
With stocks down for the year and a potential Russian invasion of Ukraine, how can you protect your money from a market downturn? Lets face it, many people have done well with their investments in the last few years, but as things change you need to de-risk your portfolio. Find out how in this week’s episode of Protect Your Assets.