This course includes the information you need to assess the costs associated with retirement, determine your sources of retirement income, improve your investment potential, reduce your financial risk, and help preserve your estate for your heirs. You'll find out how to fight the effects of inflation, avoid unnecessary taxes, and assess your need for long-term care insurance and life insurance. You'll learn how to integrate important concepts to help you prepare for retirement.
Remember, the decisions you make in these key areas will ultimately determine your financial success in retirement!
Upon completion students will make decisions such as:
- can i retire on schedule, or will I need to postpone retirement?
- how much money will I need to retire?
- could my investments be safely earning more?
- are there better strategies to manage taxes?
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