PREPARE: Retirement Confidence Preparation System™
Access the essential tools and resources for preparing personal financial information so you can make accurate, calm, rational decisions based on your unique circumstances and priorities, including:
- What is our retirement timeline of important dates and deadlines?
- What information do we need to make educated retirement decisions?
- What tools can we use to determine what our ideal retirement lifestyle will cost?
- How should we prepare for large expenses in the future?
- How much will we receive from pensions and social security under all scenarios?
- What cost of living raises can we expect?
- How much do we have we built up in our Retirement Bucket™ of investments?
- How will each of our investments be taxed?
