Retirement Planning Guide for Individuals and Business Owners

You Cannot Put Retirement Planning Off Any Longer!!

Employees and business owners, are you concerned about money??

You have no emergency savings, no consistent monthly cash flow which gives you anxiety about not knowing where to start planning for retirement.....Or if you can afford to or being able to retire.

If you’re frustrated and confused by all the retirement planning information out there, don’t let these money worries overwhelm you.

This guide has simplified what you need to know:

• Whether you have enough money from your employer sponsored plan to live each month.

• Creating a retirement plan if you are self-employed.

• Selecting the right IRA & Retirement Investments.

• Debt and the impact to retirement.

This guide outlines in detail all you need to go from no knowledge and no clue to:

Knowing what and how many retirement accounts you need.

Selecting the right investments.

Creating a Savings Plan.

Calculating Retirement income.

Obtaining Future Benefit Cost and Coverage.

 

The Retirement Planning guides goes more in-depth then most because it contains:

Planning steps on how to save for retirement.

Retirement Options for Individuals and Business Owners.

Type of Retirement Accounts.

Investing to grow your Retirement Assets.

Risk Tolerance Assessment.

Social Security.

Retirement Investment Limits for Roth IRA and Traditional IRA.

BONUS: Retirement Readiness Assessment Questions to diagnose your Readiness, Preparedness, and Next Steps.

BONUS: Retirement Checklist to dive deeper into your assets, income, calculate your future, retirement income, important family decisions, debt impact, monthly living expenses, etc.

 

You DO NOT have a choice.

Retirement Planning is a Major Life Planning Event.

You MUST make Retirement Planning a Priority.