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.
Red Flags in Financial Data
What should you do when you read an study about the economy or finance? What should you be looking for when deciding how to interpret the data given? Find out the red flags to watch out for when reading news and articles in this week’s “They Say” segment when it comes to your retirement goals.
