Houston Bookkeeping Tip: 6 Free Retirement Tools Worth a Look

1. Vanguard’s Roadmap to Financial Security

Few companies know investment, retirement, etc. like Vanguard. Get the next best thing to having your own financial planner with this guide. They address the five main risks surrounding retirement:

  1. Market Risks – how changes in the market can affect your retirement potential.
  2. Health Risks – how changes in you or your family’s health can affect your outcome.
  3. Mortality – No one knows how long they will live. Vanguard helps you plan for every scenario.
  4. Big Events – We don’t plan for them, but they happen. Experiencing a big event such as a weather disaster can endanger your nest egg.
  5. Tax Changes – How the fed, state, and other laws can affect your outcome.

Other topics of note include pensions, annuities, asset allocation, spending, insurance, work, as well as many others.

To read the guide for yourself, click here.