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.
Seven Deadly Sins of Retirement
Baby boomers have grown up through the biggest and most sustained economic boost in human history. However this does not mean that everything is smooth sailing. According to Barron’s, boomers are unprepared for retirement because of seven key factors. Find out what they are in this week’s episode of Protect Your Assets.
