Ayers Financial Services
Resources
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Your Retirement Income Planning Checklist
Learn the 10 things you should consider when developing your retirement income strategy. With this instant download, you'll discover:
- How to plan for a long life
- Why you may need a housing plan (or two)
- What taxes really look like in retirement
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Four Buckets: Do You Know Where Your Tax Liabilities Fall?
What you'll learn:
- Where your current assets fall in the four tax buckets
- Why tax-deferred products could cost you later
- How to further diversify your assets - starting now
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Have you done enough to confidently retire?
This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You'll examine:
- Whether you're taking on an appropriate level of risk
- How your assets and liabilities stack up
- What gaps you may have in your current plan
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Give your loved ones the greatest gift!
Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
- Areas your will should address (and who should write it)
- The two types of trusts - and how they can help reduce the chance of a family conflict
- A checklist to help you select the right person to carry out your wishes
*Neither the firm nor its agents may give legal advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
