Start with the assumption that you are within a few years of retiring from your main career.
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Question:
Start with the assumption that you are within a few years of retiring from your main career. Address each of these questions to the extent you are comfortable:
- What resources do you want to have in place that can fund your retirement?
- What do you want to have in place from an Estate Planning Standpoint?
- Do you plan on continuing to work in any capacity and if yes, what do you want to do?
- What are your fondest dreams for your retirement (travel, learn to play Golf, playing with grandchildren, or???)
- How far away are you from retiring?
Related Book For
Excellence in Business Communication
ISBN: 978-0136103769
9th edition
Authors: John V. Thill, Courtland L. Bovee
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