Are you getting ready to transition out of your career? Whether you’re planning to retire young or wait until you’re older and can start taking your Social Security benefits, there are a number of things to consider. Our focus here is to help you plan so you can save taxes both while you’re working and after you retire and manage your investment mix as you get close to the big day.

Are you already retired? Then these chapters will help you adjust your asset allocation so you don’t outlive your money and assist you in organizing your cash flow to reduce the stress of living on a fixed income.