This week I thought to share with you “a worksheet as a resource to help plan for your retirement by reviewing your income needs. Fill in the blanks to see what you have currently saved, where your savings may fall short, and to see if fixed indexed annuities fit into your retirement plan.” Call us if you have any questions, we’re always here to help you feel better about our retirement planning.
RETIREMENT PLANNING WORKSHEET
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This commentary was created by a third-party for the Agent’s use. NTM 08-27.