{"product_id":"personalized-retirement-roadmap-workbook","title":"Personalized Retirement Roadmap Workbook","description":"\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eA personalized retirement-readiness review designed to connect the different parts of your retirement picture and identify important gaps, benefits and next steps.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe service includes:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003e• Review of the information and documents provided\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Retirement-income and expense assessment\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Social Security timing comparisons for educational purposes\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• IRMAA timeline\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Review of savings, retirement accounts, investments, annuities, housing, debt and insurance as they relate to the overall retirement picture\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Consideration of future healthcare and care needs\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Personalized Retirement Roadmap Workbook\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• One planning meeting and one follow-up meeting\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThis service provides education, organization and gap identification. Specific legal, tax or securities recommendations must be provided by an appropriately licensed professional.\u003c\/span\u003e\u003c\/p\u003e","brand":"Medicare Guidance \u0026 Life Transition Planning | Michelle Heberling","offers":[{"title":"Default Title","offer_id":52833914650906,"sku":"RR-ROADMAP-300","price":300.0,"currency_code":"USD","in_stock":true}],"url":"https:\/\/michelleheberling.com\/products\/personalized-retirement-roadmap-workbook","provider":"Medicare Guidance \u0026 Life Transition Planning | Michelle Heberling","version":"1.0","type":"link"}