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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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RetireHappy.ca is an award-winning site that publishes top-quality, timeless financial planning information. There are many other financial and investing sites that focus on minute-by-minute investment ideas, changing markets and fast paced trends. As the old saying goes, "Give a man a fish and he eats for a day. Teach a man to fish and he eats for a lifetime". RetireHappy.ca is a site that focuses on practical, timeless information that can make...
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Baby boomers are always giving millennials advice on the importance of saving for retirement. But Daniel Ameduri says that the results are in for the retirement experiment of the last 75 years and they're really bad.
When he was twenty-seven years old, Daniel was on the brink of bankruptcy. A decade later, he's a multi-millionaire, having taught himself about economics, investing, and other money matters that he never learned at school or at home....
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The most important thing you can do as a retiree, or if you are thinking about retirement, is to develop a well-educated retirement and income plan. Even with the risks of market volatility, longevity, taxes, and unforeseen costs, a correct understanding of how to develop an investment and income strategy can help you face your future with confidence.
Income for Life is your guide to converting your retirement savings to income. Drawing on forty...
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Why do some people effortlessly achieve financial success, yet others never do?
You've worked hard to become financially successful, but you still feel frustrated. Unfortunately, rising inflation, rampant consumerism, and the growing length of retirement make this scenario all too common. A million dollars just isn't what it used to be. How can you finally stop worrying and begin enjoying the fruits of your success?
In Spiraling Up, financial planner...
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People are more afraid of running out of money in retirement than of dying! Mark Cardoza's Positioning 4 Retirement: Taking Control and Planning Wisely for Your Future lays that fear to sleep. Having worked with individuals of various ages and differing circumstances, Cardoza knows to ensure a bright retirement, people want to: ➤ minimize taxes ➤ protect assets from the government's reach ➤ prepare for medical care and emergencies ➤ have funds...
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Take Control and Boost Your Retirement Confidence Are you newly retired or rapidly approaching retirement? Do you worry that you won't have enough money to retire or stay retired? Are you saving enough? What will you do in retirement? Are you concerned about Social Security? Are you reluctant to seek professional advice? Are you confused by the flood of conflicting financial information in the media? If the answer to any of these questions is yes,...
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Gain knowledge you can put to use to help you select the best 401(k) contribution amounts for you at any stage in your working life, learn about 401(k) plan provisions you may not have heard of, such as "safe harbor contributions", find out when you can take money out of the plan and capture valuable basic investment concepts to help you make prudent investment decisions while the money is in the 401(k) plan.
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Within the genre of financial self-help, 'Trusts A Practical Guide' is an invaluable and rare resource for financial experts and members of the public alike who need a reference work on a subject that is, on the face of it, complex but which undeniably affects many people's lives at one point or another.
Whatever your occupation or background, you are almost certain at some time to need some understanding of this subject, whether in your own financial...
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If you're like many future retirees in their fifties, you're facing a milestone in the next decade that can feel like an overwhelming deadline: retirement. If you're also a business owner or corporate executive, the pressure is greater because people outside your family depend on you. Are you prepared?
Perhaps you have all the elements-robust savings, ample 401(k) investments, adequate insurance, even a rough exit plan at work-but you haven't connected...
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Platform for Wealth is a valuable guide for energy professionals in search of essential information about protecting and building wealth through portfolio and cash management strategies. Readers will gain insight into the complex benefit options available to energy professionals, as well as different disbursement strategies to generate income for retirees.
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“Final Expense Insurance” is a brief ebooklet that has a short history of life insurance, the insurance industry, the components of an insurance policy, and finally, a brief explanation of final expense insurance or, as it also commonly known, burial insurance. This ebooklet answers some of the more common questions surrounding this niche of life insurance, while not for everyone, it does provide a much-needed added value to those who decide to...
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It's fun to dream about where you'll retire. Without a job tying you down, why not relocate to a place more to your liking?
Perhaps you want to live someplace warmer, closer to the water, or where the pace of life is slower. Maybe you want to stretch your retirement dollars by living where the cost of living or taxes are lower. You might even be thinking of retiring in another country or spending your retirement in an RV or on a cruise ship.
With...
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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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Tens of millions of people are stampeding into retirement on their last major financial run expecting a retirement lifestyle of independence and dignity. Unfortunately, they are following a leader off a financial cliff, due to the traditions and habits that have led to a misunderstanding of long-term planning, not to mention the prehistoric cognitive bias that is tugging at their behavior.
In this case, the leader is not a person, but an archaic...
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Wondering if your retirement income will last as long as you need it to?
Americans today face retirement with a mix of hope and trepidation. Hope-that their health will hold out long enough to let them do what they want for decades. And trepidation-that they might not have enough wealth to fund it.
But creating a viable, sustainable retirement plan is easier than you think. In It's All About the Income, award-winning financial planner and...
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Are you considering a loan against your 401(k)-retirement account? If so, you need to stop and think about this in a few ways, and none are more important than what this type of loan will cost you. Yes, this will be a very short paper but one that is filled with concepts that could save you tens of thousands over your working career that could lead to significantly less in retirement. We will look at 401(k) loans and the laws and regulations behind...
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Ready to make retirement planning a lot less stressful?
Pat Strubbe is the master of story-based retirement planning. His last bestselling book taught America how to defeat the seven retirement villains using the oldest and most engaging teaching method in the world: storytelling.
Now, in The Retirement Secret, he introduces the three retirement mentors, teaching you how to understand your finances and plan your retirement before you get there....
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