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.
Strong Start for Consumer Spending in 2023
Consumer Spending is off to a strong start in 2023 despite other economic factors. This has created an interesting dynamic between the market and the Fed. Markets seem to have priced in the fact that the Fed will most likely raise rates in the future. What other factors should you be paying attention to? Find out in this Protect Your Assets Market Briefing.
