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You've worked hard your entire life to save money for your retirement years. But when the day comes to transition, doubt and fear begin to take hold. You wonder whether you've saved enough, how much you can afford to spend, and how to make your Retirement Bucket of investments last. This uncertainty can keep you working longer than you need to or prevent you from confidently spending the money you've saved-undermining the life you've earned after...
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Are you thinking of your retirement? Do you worry about outliving your retirement funds? If so, then an annuity may be the right choice for you to consider. These are highly complex financial instruments that are between the annuitant and a life insurance company. Since these are generally for someone's retirement, they are considered tax-deferred until the payments begin. All annuities have several components to them and riders that make them unique....
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What does money mean to you? For John Levee, his mind always goes back to the moment his grandfather taught him the value of a penny, and how something so small can become a lifetime of security, comfort, and freedom. By focusing on saving for the future, investing wisely, and knowing exactly what you want your life to look like, Levee's book, There's More to Retirement Than Driving Your Spouse Crazy, explores the importance of planning for your financial...
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Nothing has greater financial, practical, and emotional consequences than preserving your family wealth and passing along your wisdom and values. Planning for, protecting, and preserving your family wealth - whether a little or a lot - while leaving a lasting legacy and forthright wisdom are the cornerstones of the most significant transaction of your life.
James Moore's Family Wealth Protection Planning™ provides the information you need and the...
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Finally, discover the answers to your most pressing retirement questions... When you get down to it, retirement is so much more than making sure you have enough to live on. It's a social, emotional, and mental experience that totally changes your way of life. With so much importance placed on being appropriately prepared for this next stage, it's no wonder that many people feel lost or frustrated with their attempts to plan ahead. C.B. McGee knows...
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You need a plan. Whether you're a new parent, a member of the growing sandwich generation, a boomer eyeing retirement, or one of the record number of eighty-year-olds in America, you crave the peace of mind that comes with being prepared. Not everyone needs the same plan or has the same reason for planning. But the sense of confidence that comes with having a plan is universal.
You Need a Plan is your starting point.
Justin Elrod, estate planning...
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Many people discover that their money is better prepared for retirement than they are. Why? Because it's easy to think of retirement planning as solely a financial matter. Financial planning is a left-brain process. It's quantitative, linear, and logical.
But deciding how to invest your time takes a different mindset. It's a right-brain process. It's qualitative, non-linear, and intuitive. It takes imagination.
Today, retirement can last decades....
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Today's Annuity Products was written in an easy to understand style to educate the individual researching annuity products for use in their financial affairs. The book gives the reader all information necessary to understand annuity products and to prepare themselves to meet with a financial professional to investigate their purchase. The book takes the reader on a complete journey through the world of annuity products including:
Chapter 1 — What...
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Three of Canada's foremost retirement and life educators bring their collective insights, experience and knowledge to bear on the problems that Canadians face in planning retirement. Using 10 key planning principles, the authors outline a personal perspective on planning that incorporates: * Lifestyle Planning and Design * Management of Credit and Debt * Investment Planning * Insurance and Risk Management * Tax Efficiency * Legal and Estate Planning...
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Is it really possible to enjoy a tax free retirement? The answer is yes - when you utilize the Indexed Universal Life vehicle. The most crucial components to consider when designing an I.U.L. program with your professional advisor include exploring Indexing Options, Cap Rates, Minimum Rates, Living Benefit Riders and the difference between death benefit Option A and B.The most crucial components to consider when designing an I.U.L. program are more...
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In his book, Having The Talk: The Four Keys to Your Parents' Safe Retirement, Jack Tatar provided a game plan for having one of the most necessary and vital family conversations-the talk between adult children and their retired or retiring parents. As Jack stresses, the talk is best done sooner rather than later and his approach to having the talk goes beyond just the financial aspects to also consider what he calls the Four Keys to a Safe Retirement....
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Is retirement looming in front of you like a ticking time bomb? Are you saving for retirement? Are you planning to work the rest of your life? In Wealth Management Isn't Just for the Rich: The Secrets to Retiring in Luxury, Sissi Goh and Raymond Aaron take you on a journey through the world of investing. From learning about your net worth to understanding the fluctuation of the financial markets, you can become the best advocate for building your...
93) Life, Law & The Pursuit of Wealth: How Attorney Lifestyle Choices Impact their Ability to Retire
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Attorneys at large law firms today are experts in their fields, providing high-level advice to their clients. When it comes to managing their own finances, however, attorneys often fail to devote the time and resources nececessary for success. At the same time, the environment in large law firms is rapidly changing; attorneys who once thought they would be able to stay at their firms indefinitely -- billing clients and generating income well into...
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Avoid the psychological, physical and financial woes in your senior years and ensure that your tomorrow is not left in the hands of others but is guided by your thoughts and actions. This book will prepare you well for retirement by helping you learn:
• How to cope with the identity crisis retirement can bring.
• How to grow psychologically as physical resilience begins to slow down.
• How to determine how much it will cost to retire when...
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This is laymen-like Introduction to a little known kind of IRS approved supplemental retirement savings strategy that can offer a way to avoid what we call "the 7 deadly sins" common to most traditional retirement plans. The strategy should resonateith a wide range of audiences, from business owners, to the affluent - and even to middle income folks. We'll show how this strategy compares on an array of benefits to IRAs, the 401(k), the Roth and non...
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Ben Franklin's writings have inspired millions throughout the years, and his advice on how to earn and save money is timeless. The Way to Wealth is a collection of Franklin's essays and personal letters on how to make money, start a business, and save for the future. Essays include Advice to a Young Tradesman," which explains how to run a profitable business; The Whistle," a charming parable on how to prevent greed from trumping...
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"I don't love this job anymore, but should I stay for the pension?" This gut-wrenching question is common for many people working in pensionable careers. But, how much is your pension worth? And, is staying worth it?
Since 2017, Grumpus Maximus has researched and written about this critical decision point, which he calls The Golden Albatross. Having served 20 years in the U.S. Military, he too struggled with the same questions, and now, he helps...
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“The Wealth Creation Myth”, what they know, and you don't, is the third book from author and wealth management veteran Ed Moldaver. The book explores the wealth creation and preservation landscape in a way that no other book has. Ed's multi-decade career provides the foundation to understand the 3 basic pillars of the wealth management industry, what works, what doesn't, and why. Ed is consistently one of the highest-ranked advisors in the United...
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Congratulations. You are in a rare minority. You have saved and invested for your retirement. But after decades of accumulation, have you thought about how to organize your portfolio once you begin de-cumulating? Can you have a virtual paycheck to replace your former real one? This book will guide you through a major life transition-assuring that your savings last at least as long as you will. In It's the Income, Stupid! Philip J. Romero, an academic...
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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...
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...
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