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.
Donated By:
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