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.
What to Do If You’ve Just Inherited Money: Immediate Actions to Take
In this video, David Hollander, CEO and founder of Liberty Group, guides you through the immediate actions you should take after inheriting money. Inheriting money can be overwhelming, but with the right steps, you can help make sure it positively impacts your financial future.