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.
What to Do with Bonds?
When you get ready for retirement should you buy municipal bonds? Are they always the right decision because they are typically regarded as safe? There are key indicators to help you reach the right decision. Find out the truth about bonds in this week’s “They Say” segment.
