Retirement Planning Package


Item Number: 169

Time Left: CLOSED

Value: $2,500

Online Close: Dec 8, 2020 12:00 PM PST

Bid History: 6 bids - Item Sold!


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

Special Instructions

Expires: December 31, 2021


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

Donated by

Stickney Research