JUNIOR ACHIEVEMENT OF WASHINGTON – 2020 Let's Achieve Together Online Auction
Auction Ends: Dec 8, 2020 12:00 PM PST

Services

Retirement Planning Package

Item Number
169
Estimated Value
2500 USD
Sold
450 USD to rrcbd6b82
Number of Bids
6  -  Bid History

Item Description

With Stickney Research's Retirement planning package, you'll be able to map your retirement and answer important questions such as: How much money do I need now to retire and live comfortably in the future? From what assets will I draw for retirement income? What pension option should I choose at retirement? Do I have enough savings to retire now? How can I identify and assess the unknown risks that I might face once I'm retired? When should I activate my social security benefit?

With this planning package, you'll receive:

  • Strategies for protecting your concentrated company stock positions from market volatility and taxation
  • Analysis of your current portfolio
  • The Mapperâ„¢, Stickney's customized proprietary report that will give you the roadmap (in numbers) necessary for informed decisions
  • Educational reports
  • Economic updates
  • Recommended asset mix to achieve your goals

Item Special Note

Expires: December 31, 2021

Location: 2050 112th Ave NE Bellevue, WA 98004 - appointments are currently being held virtually. 

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