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Author: William A Smith
Publisher:
ISBN:
Category :
Languages : en
Pages : 136
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Book Description
"Retirement Tune-Up: Plan Well and Prosper in Retirement" is designed to give you a better understanding of where you are at with your current retirement plan, whether you have an elaborate plan, an average plan, or no plan at all. It provides tangible advice that addresses the seven risks retirees face: inflation, longevity, long-term illness, rising health care costs, changes in government programs, death of a spouse, and stock market risk. It also touches on the five key areas of retirement: income, investments, estate, taxes, and health care.
Author: William A Smith
Publisher:
ISBN:
Category :
Languages : en
Pages : 136
Get Book
Book Description
"Retirement Tune-Up: Plan Well and Prosper in Retirement" is designed to give you a better understanding of where you are at with your current retirement plan, whether you have an elaborate plan, an average plan, or no plan at all. It provides tangible advice that addresses the seven risks retirees face: inflation, longevity, long-term illness, rising health care costs, changes in government programs, death of a spouse, and stock market risk. It also touches on the five key areas of retirement: income, investments, estate, taxes, and health care.
Author: Hugh W. Connelly
Publisher: Xlibris Corporation
ISBN: 1479768928
Category : Business & Economics
Languages : en
Pages : 107
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Book Description
Hugh W. Connelly is the managing member of Independent Retirement Advisers, LLC (“IR Advisers”), a NJ-based investment adviser. Hugh became very frustrated with the performance in his own 401K plan. He founded IR Advisers to help people better manage their 401K retirement plans. Hugh is a Chartered Financial Analyst (CFA). There are only about 100,000 CFAs in the world. He is also a Certified Fund Specialist (CFS). Hugh is an adjunct professor of fi nance at Strayer University in Philadelphia. Married with three children, Hugh is a British car enthusiast and an avid runner. He has completed over 24 marathons including the marathons in Philadelphia, New York, Boston, Reykjavik, Dublin, Rome and the Athens Marathon in Greece.
Author: Hugh W. Connelly
Publisher: Xlibris Corporation
ISBN: 1479768901
Category : Business & Economics
Languages : en
Pages : 107
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Book Description
Author: Jeff C. Johnson
Publisher:
ISBN: 9780991645589
Category :
Languages : en
Pages :
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Book Description
The Extreme Retirement Planning Workbook is your no-nonsense guide to retirement planning and investing."...I think [this] is a must-have tool for every person's retirement-planning toolbox! After 30 years in the investment and retirement industry, this easy-to-follow, results-oriented, and step-by-step process is really a breath of fresh air. If you are already retired, use this book as a second opinion and a 'tune-up.' If you are just starting to plan your retirement, don't let this valuable tool slip through your fingers!" --Jim Lunney, CFP®, CEP, author "Surviving the Storm", Certified Financial Planner Professional, Certified Estate Planner, Registered Investment Advisor
Author: Raymond J. Lucia, CFP
Publisher: Hay House, Inc
ISBN: 9781401921323
Category : Business & Economics
Languages : en
Pages : 192
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Book Description
Most investors spend too much time trying to outguess the market and not enough time thinking about their long-term financial futures. That’s why today’s retirees (and soon-to-be retirees) need strategies, not stock tips. Nationally recognized Certified Financial Planner®, radio talk-show personality, and author Raymond J. Lucia shows you little-known concepts that can fatten your savings and boost your standard of living in retirement. In an easy-to-understand and often humorous style, Lucia details how ideas such as nontraded real estate investment trusts, 72(t) elections, and equity-indexed annuities can give you, the investor, a leg up on the path to retiring in comfort and safety. Lucia brings his 30 years of experience to bear in revealing how and when to tap your retirement plans, ways to use your home as a source of retirement dollars, and how to lower taxes on appreciated company stock. He’ll also explain how investing in low-income housing tax credits can help you tax-wise even as you assist others. Filled with hands-on, in-depth insights and practical advice, this book will give you all the tools you need to win at the retirement game.
Author: Tim Burns
Publisher: Pelican Publishing
ISBN: 9781455608874
Category : Self-Help
Languages : en
Pages : 264
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Book Description
“A comprehensive and holistic guide to dispelling aging concerns by empowering yourself spiritually, emotionally, professionally, financially, and physically.” —Ken Dychtwald, Ph.D., author of Radical Curiosity Coming from a baby boomer who has packed more highs and lows into his first forty-eight years than most people dare to dream, Tim Burns’ common-sense lifestyle recommendations, drawn from his own varied experiences and observations, offer sturdy, clear advice for adults at every age. Follow his proven framework; apply your own discipline, focus, and courage. Whether you’re at the top of your game or dismayed by your current direction, you can benefit from his experiences, observations, and research and dramatically improve your life. Approached with insight, zeal, and redirection—if necessary—a midlife tune-up can be the catalyst for a more meaningful, satisfying, and rewarding life. This guidepost illuminates personal passion, purpose, power, planning, perspective, and perseverance. Building on these six empowering elements, Burns offers solid, concrete steps to design your own midlife direction in seven key areas: emotional, financial, career and relationship opportunities, and physical, mental, and spiritual well-being. Rousing, inspirational quotes and real-life examples spirit you to higher levels as you make these practical steps work for you. “A practical, comprehensive, well-written guide for anyone wishing to improve the quality of their life in every major dimension. If you want to make the second half of your life much better than the first, this guide points you in the right direction. Bravo, Tim Burns!” —Michael LeBoeuf, author of The Greatest Management Principle in the World
Author: Bob Carlson
Publisher: Simon and Schuster
ISBN: 1684513928
Category : Business & Economics
Languages : en
Pages : 286
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Book Description
America’s #1 retirement adviser offers tried and true investment strategies for before and after retirement. Sound guidance from the creator of RetirementWatch.com and the author of Where’s My Money?: Secrets to Getting the Most Out of Your Social Security. The 2020s are likely to be among the worst times to be nearing retirement or in the early years of retirement. The book first explains the forces that are coming together to make it more difficult to create and maintain financial security and independence in retirement. The middle of the Baby Boomer generation will increase the pressure on every aspect of retirement. The early boomers began reaching 65 in 2011. Since then about 10,000 Boomers per day have been hitting 65. But the middle section of the Boomers is larger than the early Boomers. Beginning in 2024, an estimated 12,000 Baby Boomers will turn 65 each day. Already the foundations of retirement, Social Security and Medicare, are under stress. The rapid increase in the number of Boomers enrolling in these systems will increase the strain. In addition, the high returns in stocks and other investments since 2009 (and especially since 2017) make it likely that investment returns will be below their long-term averages during most of the 2020s. Further, interest rates on traditional retirement income investments, such as certificates of deposit, short-term government bonds, and money market funds, are the lowest they’ve been in U.S. history and are likely to remain below their historic averages. In addition, taxes imposed by all levels of government are likely to increase during the 2020s. A longstanding myth is that a person’s tax burden will decline in retirement. That hasn’t been true for some time, and in the 2020s retirees are likely to face a range of tax increases. For a long time, many retirees left a lot of money on the table by making less-than-optimum decisions about Social Security, Medicare, IRAs, 401(k) rollovers, long-term care, and other key retirement issues. For example, a recent study done for United Income concluded that only four percent of Social Security beneficiaries made the optimum decision about when to claim retirement benefits. For the most part, the Boomers mistakes were bailed out by high stock market returns and low inflation. Retirees in the 2020s aren’t likely to be so fortunate. Peak Boomers have to make the right decisions about all aspects of their retirement finances. This book will cover each of the key retirement planning issues faced in the five years before retirement and the first five years of retirement and guide readers to making the right decisions for them.
Author: David Reindel
Publisher: Xlibris Corporation
ISBN: 1483656225
Category : Self-Help
Languages : en
Pages : 245
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Book Description
Beat the Odds: Guarantee Your Retirement in the New Normal Odds are, most people will outlive their retirement ��inances, given temptations to play the market, over-gift or simply fail to save enough. This book will guide you past the odds and guarantee your ��inancial safety in retirement.
Author: Jacob Goldstein
Publisher: Hachette Books
ISBN: 0316417181
Category : Business & Economics
Languages : en
Pages : 220
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Book Description
The co-host of the popular NPR podcast Planet Money provides a well-researched, entertaining, somewhat irreverent look at how money is a made-up thing that has evolved over time to suit humanity's changing needs. Money only works because we all agree to believe in it. In Money, Jacob Goldstein shows how money is a useful fiction that has shaped societies for thousands of years, from the rise of coins in ancient Greece to the first stock market in Amsterdam to the emergence of shadow banking in the 21st century. At the heart of the story are the fringe thinkers and world leaders who reimagined money. Kublai Khan, the Mongol emperor, created paper money backed by nothing, centuries before it appeared in the west. John Law, a professional gambler and convicted murderer, brought modern money to France (and destroyed the country's economy). The cypherpunks, a group of radical libertarian computer programmers, paved the way for bitcoin. One thing they all realized: what counts as money (and what doesn't) is the result of choices we make, and those choices have a profound effect on who gets more stuff and who gets less, who gets to take risks when times are good, and who gets screwed when things go bad. Lively, accessible, and full of interesting details (like the 43-pound copper coins that 17th-century Swedes carried strapped to their backs), Money is the story of the choices that gave us money as we know it today.
Author: Connie Brooks
Publisher: Atlantic Publishing Company
ISBN: 1601382049
Category : Business & Economics
Languages : en
Pages : 290
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Book Description
As senior citizens age, they tend to go through less money; in fact, the typical over-75 household spent only $25,763 in 2004. This is in direct contrast to financial planners who tell you that you need to save large amounts of money in order to live comfortably during your retirement years. In this new book, you will learn how to manage your expenses, how to reduce and eliminate debt, how to save and invest wisely, how to use retirement planning tools, how to reduce living expenses, how to downsize to a smaller, less expensive property, how to save on small items, how to prioritize your insurance, and how to cut back. Additionally, you will learn about withdrawal plans, selling your home, simplifying your life style, and streamlining postretirement activities. Perhaps most interestingly, you will be presented with the option of moving overseas when you retire. Places such as Costa Rica, Panama, Belize, Malta, and Mexico offer lower living costs and lower prescription drug prices. - Publisher.
