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.
Teaching our Kids about Finances
Most of our kids get almost zero education when it comes to money and investing while in school. How and when you talk to your kids about money can have a huge impact on their future. Find out what questions and topics to discuss with your kids in this special Protect Your Assets Market Briefing.
