This 25-page workbook focuses on preparing for retirement. Worksheets help answer these questions: What lifestyle will you want during retirement? What is your current financial situation? How will your financial situation change at retirement? How can you control your financial future to be able to retire with the resources needed to achieve your desired lifestyle?
Download the PDF: Financial Planning for Retirement
Authors: Janet C. Bechman, Purdue University and Barbara R. Rowe, Utah State University