Provides guided prompts and organized sections to help individuals gather information, ask the right questions, and better understand their retirement plan.
Designed to help move from “I think we’re okay” to “I understand our plan.”
5.5 x 8.5” Hardcover Concealed Wire-O
Length: 118 pages
Intended Audience: Adults typically ages 50–75 who are preparing for retirement or reviewing their retirement plans and want a clearer understanding of income, investments, taxes, and healthcare considerations.
