The Boomers Guide To A Worry Free Retirement

Author : THOMAS. HELBIG
Publisher : Advantage Media Group
ISBN 13 : 1599322935
Total Pages : 123 pages
Book Rating : 4.33/5 ( download)

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Download or read book The Boomer's Guide to a Worry-free Retirement written by THOMAS. HELBIG and published by Advantage Media Group. This book was released on 2012 with total page 123 pages. Available in PDF, EPUB and Kindle. Book excerpt: The SECRETS Your Broker Never Told You! A seismic shift has taken place in financial planning for people approaching retirement. When that change came along, author Thomas Helbig was more than ready for it. What is the new investment landscape all about? Americans planning for retirement have lost faith in risky, Wall Street-style investments. Meanwhile, new investment tools have come along, developed by the insurance sector of the financial services industry, to replace those high-risk vehicles. St. Louis-based Thomas Helbig, who began advising clients in 1977, has been specializing in these new-breed investments since their emergence. Always one who emphasized safety and loss-prevention, Helbig became an early adopter of the new portfolio options and his clients have learned to their happiness how: principal can be protected, a logical plan can be followed, substantial growth of the portfolio can be realized and can produce more guaranteed income regardless of Wall Street's performance "I may be a financial advisor operating in extremely volatile times, but I don't toss and turn at night. I know my clients' funds are well protected." With 35 years of experience in financial planning and safe money solutions, Helbig's practice specializes in Qualified Plan Distribution. A gifted communicator of complex information, he is a nationally recognized trainer and keynote speaker on financial planning. In particular, his expertise focuses on retirement planning that takes advantage of the new tax rules passed into law in 2002. These new rules can turn a modest IRA account into a lifetime income that can span three generations. Any serious investor who is deep into their prime earning years simply has to become familiar with these opportunities.

Author : Jonathan D. Pond
Publisher : Harper Collins
ISBN 13 : 0061121398
Total Pages : 420 pages
Book Rating : 4.95/5 ( download)

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Download or read book The Boomer's Guide to a Great Retirement written by Jonathan D. Pond and published by Harper Collins. This book was released on 2008-12-30 with total page 420 pages. Available in PDF, EPUB and Kindle. Book excerpt: PBS financial expert Jonathan D. Pond has helped millions of Americans get their personal finances in order. If you're worried about the state of your retirement, he'll show you: Why not to believe the scary misinformation put forth by the media and the finance industry How you can get yourself in shape for retirement, regardless of your salary level or how early you started saving Why taking your Social Security distributions at the earliest possible age may not be the best move And much more!

Author : David L. Almond
Publisher :
ISBN 13 : 9780595524600
Total Pages : 176 pages
Book Rating : 4.05/5 ( download)

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Download or read book The 7 Steps to a Worry-Free Retirement written by David L. Almond and published by . This book was released on 2008 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: "David Almond cares about your financial security in retirement. If you want the advice of an experienced professional, this book is a gold mine!" -Marilee Driscoll, Author "The Complete Idiot's Guide to Long-term Care Planning," founder www.LTCmonth.com "For those that want to know how to protect themselves and their families from the new retirement risk, this book is a must read." -Lisa N. Bertalan, Estate Planning and Elder Law Attorney "This book is an excellent resource for anyone who desires to understand the importance of financial planning for retirement." -Phil Janney, Estate Planning and Elder Law Attorney "If you want to be in a position to make smart choices, this book is a "must read" for Boomers and their parents." -Roberta Jacobsen, President, Front Porch Communities and Services The 7 Steps to a Worry-Free Retirement is the first personal financial book that takes a holistic approach to retirement planning. Over the years David Almond has applied the principles in this book with great success. The 7 Steps is important advice and inspiration from a respected senior advocate and financial pioneer. As Almond shows, these days financial security in retirement calls for far more than just getting a return on your money---it's understanding what you need to know in order to protect yourself from what some are calling "the perfect retirement storm".

Author : Richard E. Grace
Publisher : Purdue University Press
ISBN 13 : 1557535027
Total Pages : 140 pages
Book Rating : 4.23/5 ( download)

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Download or read book When Every Day is Saturday written by Richard E. Grace and published by Purdue University Press. This book was released on 2010-01 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Every Day Is Saturday is a how-to book to plan for a happy, meaningful retirement. The Grace Retirement Inventory sets a fast opening pace and prompts thoughtful, focused questions about retirement. Some retirees seem to have failed badly while many others appear to be happy and successful. What was their guide to success? Dr. Grace's research with seven hundred retirees differentiates this book from all others. Six central themes are developed: 1) freedom and leisure, 2) financial independence, 3) separation from work, 4) family and friends, 5) health, and 6) helping others. Readers evaluate their attitude toward each of these themes and this simple measure predicts their happiness in retirement. The writing is concise, interspersed with comments and stories from the lives of current retirees. Inclusion of these vignettes adds hope, inspiration, and a dash of realism to what lies ahead for every working adult.

Author : Mark J Orr Cfp
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781535292788
Total Pages : 0 pages
Book Rating : 4.84/5 ( download)

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Download or read book Retirement Income Planning written by Mark J Orr Cfp and published by Createspace Independent Publishing Platform. This book was released on 2016-07-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully UPDATED for 2018 and the NEW TAX LAW. Mark Orr has been a practicing Certified Financial Planner (CFP) since July 2000 and earned the RICP designation (Retirement Income Certified Professional) in 2017. He has been building easy-to-understand, written retirement income plans for clients across the USA. It is from that long and varied professional experience that formed the seeds of his 4th book. It's written for people who are within 10-15 years of retirement or are already retired and looking for a better "plan". With lots of educational retirement planning information spread throughout the book, it culminates into three example client lifetime income plans that show how combining Social Security, any pensions, investments and insurance can help you enjoy an increasing lifelong income while reducing the top five retirement risks. Those top five retirement risks, that too few people are actually planning ahead for are: living too long, inflation, stock and bond market risks, rising health care costs and the likelihood of higher taxes. World famous speaker and motivator, Tony Robbins and author of the best-selling 689 page book, "MONEY Master the Game" among other topics, stresses the importance of "setting up a lifetime income plan". In this book he makes a great statement about retirement: "Income... is the outcome that matters". He is 100% correct. The premise in Mr. Orr's book is "It's really all about creating a dependable and increasing lifetime monthly cash-flow that gives one true financial freedom and peace of mind in during what will likely be a 30 year retirement. Rather than "Asset Allocation" that most planners talk about, he devotes the bulk of his practice (and writing) to "Income Allocation" and "Strategy Allocation". These can dramatically reduce the 5 top risks people will face in retirement. It's really pretty simple. There are only two possible doors to go through at retirement. Door #1: is that your MONEY will outlive you. Door #2: is that YOU will outlive your money. There is NO 3rd door! The book describes how to form a 30 plus year monthly cash-flow retirement plan based not on speculation, hopes or dreams, but as much certainty and predictability as possible. The "Retirement Income Planning" book explains all of the smart and safe retirement planning strategies and ideas to accomplish that. It covers all of the bases that you need to know to help avoid making a planning mistake and help make sure that you go through Door #1. But unlike many books on the subject that are written by writers (not actual practicing planners), taking care of real people with real money and ongoing retirement dreams is what Orr brings to the table. Nobody can sue a book author for making silly statements or giving foolish or unfounded financial advice. As a planner in the trenches every day - it's got to be right from the get-go. Annual client reviews make sure that it the plan is real and not pie-in-the-sky. Orr makes no unrealistic projections, no gimmicky, unproven planning strategies and certainly offers NO BS.! If you want to get educated on the "real world" of retirement income planning - get this book and compare it to any other book on the subject. Put it to the test. You'll be glad that you did.

Author : Ed Slott
Publisher : Random House Digital, Inc.
ISBN 13 : 0345494555
Total Pages : 354 pages
Book Rating : 4.59/5 ( download)

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Download or read book Your Complete Retirement Planning Road Map written by Ed Slott and published by Random House Digital, Inc.. This book was released on 2006-12-26 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: A financial adviser presents a how-to handbook that uses a series of diagnostic tools and checklists for assessing retirement savings requirements, and offers advice on how to address deficiencies and create a plan for optimizing benefits.

Author : Tamara Erickson
Publisher : Harvard Business Press
ISBN 13 : 1422146561
Total Pages : 197 pages
Book Rating : 4.69/5 ( download)

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Download or read book Retire Retirement written by Tamara Erickson and published by Harvard Business Press. This book was released on 2008-02-04 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Good news: there is no need to retire. There is no need to pack up your desk or attend one more retirement party. Why? With the widening gap between the number of workers and the demand for talent, employers are looking to keep smart, productive workers in the workplace. The growing talent shortage will allow you to re-negotiate your relationship with "work." The question is how will you make the most of your new career options. By retreating from traditional 9-5 work or by exploring unconventional ways to stay a part of the workplace? The choice is yours, and "Retire Retirement" shows you how to think about what you want, and how to get it. In this conversational, optimistic book, you will learn how to negotiate the best work environment for you, how to work with different generations to get the most out of your job, and explore the great opportunities that lie ahead. This book will help you begin today to create the opportunities that fit your unique needs--now and in the years to come! Tamara J. Erickson is both a respected, McKinsey Award-winning author and popular and engaging storyteller. Her compelling views of the future are based on extensive research on changing demographics and employee values and, most recently, on how successful organizations work. She is President of The Concours Institute, the research and education arm of BSG Concours, a division of BSG Alliance Corp., and co-author of Workforce Crisis.

Author : David Almond CFP® MSFS
Publisher : iUniverse
ISBN 13 : 1532060378
Total Pages : 106 pages
Book Rating : 4.73/5 ( download)

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Download or read book The Coming Baby Boomer Crisis written by David Almond CFP® MSFS and published by iUniverse. This book was released on 2018-11-29 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Coming Baby Boomer Crisis and How to Protect Yourself! Many quality books address exclusively long-term care insurance. This book is not one of them. Although creative long-term care insurance options are covered, the content focuses on how to protect retirees from their two main concerns which are running out of money and the high cost of healthcare. There is a 70% chance we will need long-term care sometime in our life which is the number one reason people go broke in retirement. The Coming Baby Boomer Crisis helps put you in control by sharing the secrets few people know, such as: How to protect yourself against running out of money when faced with the high cost of healthcare even if you don’t own traditional long-term care insurance. When there is Still Time to Plan Ahead When there is still time, it is essential to have a long-term care pre-planning line of attack which is critical as we age. This book will provide you with creative financial strategies you can use to protect your life savings and stay financially independent. When Your Family is in a Long-Term Care Crisis The good news is, as of now, you can protect your assets even if you or a loved one is currently in a care facility and does not have long-term care insurance. There is much misinformation out there, for example, a person has to spend down to $2,000 before they will receive help from the state and the federal government. NOT TRUE. The Coming Baby Boomer Crisis and How to Protect Yourself will reveal ways you can receive benefits and still keep all or much of your savings while maintaining your dignity and financial independence.

Author : Zvi Bodie
Publisher : FT Press
ISBN 13 : 9780130499271
Total Pages : 276 pages
Book Rating : 4.77/5 ( download)

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Download or read book Worry-free Investing written by Zvi Bodie and published by FT Press. This book was released on 2003 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The authors teach readers about the new rules of investing, which include investing with inflation-protected bonds, reaching retirement goals, and investing safely for college.

Author : Bambi Holzer
Publisher :
ISBN 13 :
Total Pages : 248 pages
Book Rating : 4.73/5 ( download)

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Download or read book Retire Rich written by Bambi Holzer and published by . This book was released on 1998-03-19 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: This retirement planning book focuses specifically on people in their 30s and 40s who are confused by the many retirement choices they face and may or may not have started doing any planning.