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Get the Retirement Ready Review Kit Today!
This complimentary kit includes:
VIPs Pre-Retirement Review Checklist:
Are you retirement ready? Find out if your are really on track with this checklist covering 32 of the most important planning issues to identify and consider if you are about to retire including:
VIPs Investment Review Checklist:
Whether you are a novice or experienced investors, it is critical to review investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals.
VIPs Paystub Review:
A pay stub is a valuable source of information when building financial models and evaluating cash flow. It provides insight into income, tax, retirement savings, various insurance costs and other important factors. A periodic paycheck review can be a productive exercise, demonstrating how your earnings translate into net pay and where you might find extra potential savings toward retirement.
History Lessons for the Retirement Investor:
I wrote the book History Lessons for the Modern Investor to help combat the common biases and blind spots all investors have. Now, I've compiled the four most crucial concepts to bring clarity and confidence to your retirement plan. Warning: Without mastering these four lessons, you may be living in the past instead of protecting your future.