7 Personal Decision Points
Retirement Planning Guide
If you’re thinking about retiring in the next 5 years, this guide will help explain the key decisions you’ll need to make in order to retire well.
About the Guide
Our 7 Personal Decision Points retirement planning guide covers the critical decisions you need to consider when transitioning to retirement. It will help you learn:
- The key areas of retirement planning
- How to determine how much money you’ll need
- Factors to consider with Social Security
- Tips to minimize taxes in retirement
We like to think of it as a retirement checklist and believe it is an essential first step in the retirement planning process.