Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.
A couple become Retirement Plan Detectives, searching records from old employers.