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DIY Retirement Plan Workbook

Put the Gears in Motion

Put the Gears in Motion

If you are 55+ and seriously considering your retirement, then this practical guide can help you better understand what's involved with the de-accumulation side of Retirement Planning. It is somewhat technical and especially appropriate for the engineering-minded, technical professional or the do-it-yourselfer. 

This paper provides you with the steps involved to engineer your retirement plan, including sections on Research, Planning, Analyzing, Optimizing, Stress-Testing, and Release. All the engineering steps you would expect for a successful project.

If you have an engineering type of mindset, I think you will appreciate this engineering approach to developing your Retirement Plan.

Please fill out the form below and request "DIY Workbook."

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