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Module 1

Retirement and Estate Planning > Planning for a Secure Retirement > Module 1

Module 1: Ready to Retire

Begin your planning with a couple of exercises which will help you determine if you are able to retire.

1a: Retirement Readiness Rating
Identify personality traits related to the way in which you manage your money.

1b: Life expectancy calculators
Estimate how long you will live.

1c: Risk tolerance
Determine your level of risk tolerance for saving and investing.

1d: Your retirement lifestyle
Describe what u want in retirement.