Free retirement workbook
Am I on track for retirement?
It’s the question I hear more than any other. This workbook walks you through it, one step at a time.
You’ve spent years building your savings. The decisions that come next are bigger, and a lot of them are hard to undo. Most people I talk with don’t have a clear picture of whether their numbers work.
In one sitting, you’ll sketch out what you want retirement to look like, estimate how much income you’ll need, see where it will come from, and calculate a withdrawal rate you can compare against real market history.
Inside: seven short steps with fill-in space and plain-English examples. Print it, or work through it at the kitchen table with a pen.
Fee-only advisor, McKinney, TX
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Educational material only, not individualized advice. Financial Empowerment LLC is a registered investment adviser in Texas. Registration does not imply a certain level of skill or training.