You may be like many other American's approaching retirement that have questions about money and retirement.
For example, you might be asking yourself questions like:
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A written RETIREMENT financial plan will help you clarify the path to accomplishing your retirement goals and overcoming the risks that could derail your goals.
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5 Step Process
Step 1
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INCOME, EXPENSES, ASSETS, DEBT |
Step 2
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DEFINE THE GOALS YOU WANT TO ACCOMPLISH AND IDENTIFY THE RISKS THAT MIGHT DERAIL YOUR GOALS |
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CREATE A WRITTEN STEP BY STEP ACTION PLAN TO ACCOMPLISH YOUR GOALS AND REDUCE OR ELIMINATE THE RISKS THAT MAY DERAIL YOUR GOALS |
Step 4
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FOLLOW THE STEPS YOU HAVE CREATED IN YOUR WRITTEN PLAN MONITOR PLAN SUCCESS AND MAKE ADJUSTMENTS BASED ON LIFE CHANGES |