Beginners guide to an organized retirement

Step 2 – Liquid Asset Inventory

Our asset tracking journey began by gathering information on employer asset accounts. Now, let’s move on to creating an inventory of our liquid assets. This includes cash, checking accounts and savings accounts. Liquid assets are those that can easily be converted to cash. Investments like stocks, bonds and mutual funds are also considered liquid assets …

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Getting Retirement Ready

The Beginner’s Guide to An Organized Retirement

The Beginner’s Guide to an Organized Retirement As I celebrate my 60th birthday, I find myself thinking more and more about retirement.  I need a beginner’s guide to organizing my retirement. My blog is about getting retirement ready one step at a time. Focusing on getting organized, seeking knowledge, figuring out all the details, creating …

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