Key Concepts for an Efficient Blueprint (you can find more information about this in Chapter 2 of the book “Your Retirement Income Blueprint”

Think of retirement as a project. A big project. When building a house, a great deal of thought and planning must go into general considerations for the project as a whole, right? There will be some basic things that have been decided first, such as the type of house, location on the lot, possession date, etc. This is done well in advance of the design and blueprint phase.

In a similar way, before you can move on to actually drafting your blueprint, it is necessary for you to understand some of the basic concepts of income planning as well as some of the keys to making the most efficient use of your retirement assets.

There are four distinct planning channels involved in comprehensive retirement income planning. They will be listed in our next blog post next week. Stay tuned!

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