Retirement Readiness: Tackling Debt and Taxes Before You Retire (Ep. 5)

Before you can plan for where you want to go, you must establish a clear baseline of your current financial health. Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, discuss the critical first steps of the ten-year countdown to retirement, focusing on the data and thought processes needed to set your baseline. Key Topics: Net Worth Calculation: How to organize diverse assets from 401(k)s and TSPs to real estate and business ...