Retirement & Estate Planning
A secure, comfortable retirement is everyone's dream. And now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Retirement and estate planning is a personal responsibility that is best embraced early in your career when you can set goals and meet them with financial ease and be better prepared for unexpected life events. However, it's never too late to establish your goals and make a plan to address your needs for the future. Achieving a secure and comfortable retirement is much easier when you plan for it.
Listeners of this audio program will learn about:
- Assessing Your Current Financial Situation
- Setting Retirement Goals
- How Much Money Will You Need?
- Sources of Retirement Income
- Investment Basics
- Five Common Retirement Planning Mistakes
- Estate Planning Basic Steps for Success
- Wills, Trusts and Advance Directives
- Naming Beneficiaries
- Estate Planning Tips
- Understanding Estate Taxes
- Money-Saving Estate Planning Options
Play the Audio Program (Running Time: 49:19 minutes)
| Want to load a program to your MP3 player? It's easy! Point your mouse to the audio link, right-click and select Save Target As. Choose the folder where you store your MP3 files and click Save. Add the program to your MP3 player as you would any other file for your particular player. |
This publication is for general informational purposes only and it is not intended to provide any reader with specific authority, advice or recommendations. Where you deem necessary, we suggest that you seek advice regarding your particular situation from the appropriate professional.
Copyright© 2010; LifeCare®, Inc. All Rights Reserved.
2 Armstrong Road, Shelton, CT 06484.
