• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint

Take a Current Snapshot

As you now get into the process I call goal-oriented retirement planning (GORP), you will have to do some work. I'm sure that when you picked up this book, you didn't expect that I would do all the work. This is the first chance for you to begin to get organized and start the planning process. What you'll need to do is take stock of your current financial picture by collecting information on all of your assets, liabilities, and objectives.

Tables 5-25-4 can serve as a rough guide to collecting the information that you need for this part of the book. Don't pay too much attention to the cost and time horizon of the “objectives” of the puzzle since we'll walk through that together. In the meantime, put down the book, collect the information, and we'll continue when you're ready.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint