Squared Away
One of the biggest challenges in doing proper Retirement Income planning is just making sure that you’ve covered all the bases.
To help you with that, we’ve created a special packet of information that we call “Squared Away.” It’s a collection of short documents which are all designed to help you organize your thoughts, put the issues in perspective, and “check your work” to make sure you haven’t left out any of the major considerations.
It’s totally free. But it’s not available on the site’s general content. However, if you’d like to sign up for our mailing list, we’ll be happy to send you a copy. Click here for the sign-up form.
For the record, we will not bombard you with emails. We only send out occasional information, only when we think we have something of actual substance to say. No one will try to call you, either (we don’t have a separate sales staff, and we’re too busy doing transactions and project work to chase people around; though we’re always happy to talk about new assignments, so if you need our help you are certainly welcome to call us…). And of course, you can unsubscribe at any time. So not a lot to risk.
The Squared Away materials will save you time by helping you to focus on what matters, and help you have a better feeling of confidence that you are tracking all of the major moving parts. Or else they will quickly educate you as to where the holes are. Either way, we think it will be useful information, and we’re happy to send it to you.
One of the biggest challenges in doing proper Retirement Income planning is just making sure that you’ve covered all the bases.
To help you with that, we’ve created a special packet of information that we call “Squared Away.” It’s a collection of short documents which are all designed to help you organize your thoughts, put the issues in perspective, and “check your work” to make sure you haven’t left out any of the major considerations.
It’s totally free. But it’s not available on the site’s general content. However, if you’d like to sign up for our mailing list, we’ll be happy to send you a copy. Click here for the sign-up form.
For the record, we will not bombard you with emails. We only send out occasional information, only when we think we have something of actual substance to say. No one will try to call you, either (we don’t have a separate sales staff, and we’re too busy doing transactions and project work to chase people around; though we’re always happy to talk about new assignments, so if you need our help you are certainly welcome to call us…). And of course, you can unsubscribe at any time. So not a lot to risk.
The Squared Away materials will save you time by helping you to focus on what matters, and help you have a better feeling of confidence that you are tracking all of the major moving parts. Or else they will quickly educate you as to where the holes are. Either way, we think it will be useful information, and we’re happy to send it to you.