Peace of Mind Retirement Workbook PDF Download
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Author: Charles W. Myers
Publisher: CreateSpace
ISBN: 9781456525439
Category : Business & Economics
Languages : en
Pages : 176
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Book Description
Investing is simple-but not easy! Studies show that over 90% of a person's probability of investment success is tied to getting their portfolio properly allocated. Most investors, however, seem to spend their time on the remaining portions that add very little to their success, such as market timing and stock selection. Once an investor gets their allocation correct, they are faced with an even more daunting task-keeping it properly allocated amidst all of the media hoopla to change. Our work today centers on identifying what is important in investment planning, how to do it correctly, and in determining if you can do-it-yourself or if you need help. We will explore how to find investment and retirement success without having to indulge in all the gimmicks you hear from the media and with the intent of bringing you peace of mind.
Author: Charles W. Myers
Publisher: CreateSpace
ISBN: 9781456525439
Category : Business & Economics
Languages : en
Pages : 176
Get Book
Book Description
Investing is simple-but not easy! Studies show that over 90% of a person's probability of investment success is tied to getting their portfolio properly allocated. Most investors, however, seem to spend their time on the remaining portions that add very little to their success, such as market timing and stock selection. Once an investor gets their allocation correct, they are faced with an even more daunting task-keeping it properly allocated amidst all of the media hoopla to change. Our work today centers on identifying what is important in investment planning, how to do it correctly, and in determining if you can do-it-yourself or if you need help. We will explore how to find investment and retirement success without having to indulge in all the gimmicks you hear from the media and with the intent of bringing you peace of mind.
Author: Radon Stancil
Publisher: Bookbaby
ISBN: 9781098369422
Category :
Languages : en
Pages : 202
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Book Description
Imagine having total confidence in your financial future and never having to think again about where money is going to come from to fund your dreams. "Secure Your Retirement: Achieving Peace of Mind for Your Financial Future" was written to help you gain peace of mind while planning for and living through retirement. Even when you've worked hard your whole life and have been financially disciplined and responsible, it can be a challenge to convert your earnings and savings into a secure retirement. This book is designed to help you understand: *The difference between passive and active investment strategies *What it means to have a written income plan *Your risk tolerance *How to select a retirement planning advisor that matches your personal goals. This is book was written to help you gain peace of mind while planning for and living through retirement. Remember, successful retirement planning isn't a one and done process - there is so much more to it than what we could ever share in one book. Join Radon Stancil, CFP and Murs Tariq, CFP on their popular podcast entitled "Secure Your Retirement" for weekly topics important to you.
Author: Rhett Wood
Publisher: AuthorHouse
ISBN: 1546239693
Category : Business & Economics
Languages : en
Pages : 131
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Book Description
Financial peace of mind in retirement is not achieved by accumulating assets. Rather, it is achieved by establishing sustainable income streams that are sufficient to maintain your standard of living. The first and perhaps most crucial step in your planning process is selecting a financial professional. You should choose an advisor who is obligated to a fiduciary standard and who must do what is best for you and your family. At Retirement Income Strategies and Investment Strategies, our mission is to provide each client with financial peace of mind. As fiduciaries, we achieve this mission by creating and updating a comprehensive, customized retirement plan called a Retirement Income Plan. This book will show you the importance of creating this strategic, thoughtful plan for your financial future and explain our process of working with clients.
Author: Doug Nelson
Publisher: Knowledge Bureau Limited
ISBN: 9781897526781
Category : Finance, Personal
Languages : en
Pages : 0
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Book Description
"Don't just ?do? retirement. Instead, ?Master Your Retirement?! Worried about your financial future? You don't have to be. If you want to have the most income today so you can do all the things you most want to do, have confidence and security knowing that you will never run out of money, and comfort in knowing that your portfolio won't disappear due to normal market fluctuations, you need to read this book. This is vital information to anyone saving for retirement today and pre-and post retirees, too. There are three major problems with most ?retirement planning? approaches today: 1. The most important objectives of the retirees are undefined. 2. The most significant costs in retirement are ignored. 3. Financial decisions are limited by the investment products used to achieve goals, and this is often directly dependant on the license held by the advisor. You really have only one chance to get it right. This book is about achieving real results: ? Consistent, reliable income in retirement to plan your affairs with confidence. ? Lower taxes and fees so that risk can be reduced and capital can be preserved. ? A low risk portfolio for peace of mind and predictability. Drawing the right amount of income, from each source, at the right time is critical to your long term financial security, and to minimize risk and to minimize tax. Your goal is to end up with the most tax efficient retirement outcome, with purchasing power when you need it. Discuss all of your options with your professional advisors by understanding: ? The killers of income and wealth. The retirement rules ? How to effectively navigate the phases of retirement How to master the retirement process. Practical strategies for growing, preserving, transitioning family Income and wealth. "
Author: Bret Elam
Publisher:
ISBN: 9781978274358
Category :
Languages : en
Pages : 188
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Book Description
Roadmap to Retirement: Navigating Your Way to Peace of Mind is an important and beneficial guide, whether you're close to retiring or still years away. Bret Elam and David Bezar interview professionals who share valuable advice on legal matters, taxes, and other issues that can help you overcome obstacles and properly plan ahead to live the retirement lifestyle of your choice.
Author: Harry Louis Kamataris
Publisher: Xlibris Corporation
ISBN: 1503564487
Category : Business & Economics
Languages : en
Pages : 96
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Book Description
In this book Harry Kamataris presents the following questions to his clients and more... -- What do you need from your retirement plan? -- What do you want from your retirement plan? -- If money was not an issue, what would you want to do in retirement?” He is well-known for designing plans that resolve these questions with workable solutions and, in Harry’s own words, Here’s the good news: “Real retirement solutions are almost always do-able with my kind of planning. Coming from the heart, I tell people that I work with guarantees. When you work with guarantees, you know you’re doing the right thing. That’s the only way I want to work, and people pick that up when they talk to me. This book accordingly covers retirement solutions I consider essential for today’s economy.”
Author: Dave Mortach
Publisher:
ISBN: 9781734324501
Category :
Languages : en
Pages :
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Book Description
Everywhere you go people are saying it-online, on TV, even on the radio-they say that to retire successfully, you must achieve a certain number. Have we all been taught wrong?The biggest fear retirees face today is the threat of outliving their money. Most of us saving for our future today won't be retiring with a pension tomorrow, and most of us can't live on Social Security alone. Today people saving for retirement need a plan-not to help you achieve a certain number, but to help you achieve a certain retirement income.Written by veteran financial professional Dave Mortach, host of the Retirement Wealth Planning radio show with over 19 years of industry experience , this book explains his process of securing a retirement income in simple terms. Readers who follow these six simple steps will learn about financial solutions that can help anybody with a dream achieve what everybody wants: a way to be taken care of for life.
Author: Paula Dorion-Gray
Publisher:
ISBN: 9780977276707
Category : Business & Economics
Languages : en
Pages : 140
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Book Description
Paula Dorion-Gray wrote this compelling guidebook on her Total Vision Approach to illustrate with examples and case histories how to do what you want to do in retirement, with complete peace of mind. Ready, Set, Retire! includes special worksheets, Investment Allocation Models, Personal Checklists and Questionnaires derived from Paula's twenty-five years of running one of the Midwest's leading retirement planning and wealth management firms. This book will show you in detail how you can end up living the life of your dreams.
Author: Coventry House Publishing
Publisher: Coventry House Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 126
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Book Description
Author: Clint Haynes
Publisher:
ISBN:
Category :
Languages : en
Pages :
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Book Description
Retirement is one of the most significant changes that can happen over the course of a human life. So why don't we give it the thought and attention it deserves? Most of us focus just on the financial piece, and getting across the finish line. But what will it really mean for you to exit the workforce and retire?Clint Haynes' seminal book offers a balanced perspective on retiring. In it, you will hear from folks of all walks of life, how they navigated their retirement transition, and what they learned about themselves in the process. It includes 27 Essential Questions to Ask Yourself Before You Retire that will challenge you to look at your blind spots and help clarify and simplify your future.RETIREMENT THE RIGHT WAY is your comprehensive roadmap to retiring well. It collaborates with you to design your best plan for a smooth, secure transition into retirement... and how to enjoy it fully once you're in.
