Get your Ultimate
Retirement Guide
Planning for retirement is crucial for
financial stability, yet many Millennials and
HENRYs (HighEarners Not Rich Yet) often
overlook it. This guide provides a
comprehensive overview of retirement
planning tailored specifically for
Millennials and HENRYs, offering
actionable steps to secure a comfortable
and financially secure future.
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What's Inside
This checklist covers everything you need to secure your financial future and retire with confidence, including
- Visioning Your Retirement: Where you want to live, activities you will pursue, and how you will spend your time.
- The Impact of Compound Interest: Compound interest allows your investments to grow exponentially.
- Overcoming Financial Barriers: Strategies for overcoming barriers, such as prioritizing high-interest debt repayment and creating a budget.
- Investment Loss Harvesting: Turn your losing investments into a win on your tax return.
- Payroll Perks for Your Kids: The underrated strategy that benefits your family and slashes your taxes.
And more! - BONUS: Printable checklist to help bring everything together
A word from the author
As 2025 unfolds, now’s the perfect time to focus on strategies that will secure your retirement and set you up for a prosperous year ahead. Whether you're aiming for a comfortable future, planning to leave a lasting legacy, or chasing your dreams, these actionable steps will help you make the most of your retirement planning.
Let’s take the stress out of financial decisions and turn them into opportunities. Here’s your ultimate checklist for making smart moves this year and stepping into the future with confidence.
CJ Follini