Racing to Retirement - Retirement Income Planning Workbook
Â
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.
Are We Heading for a Bear Market?
As Russia continues to invade Ukraine, the markets continue to go lower. Does that mean we are heading into a recession? What does that mean to you and your retirement plans? What strategies should you employ to help protect yourself? Find out what you need to know to handle a major market correction in this week’s episode of Protect Your Assets.