Mapping Your Retirement

Mapping Your Retirement PDF

Author: Mark Skeie

Publisher: Myr Publishing

Published: 2007-10

Total Pages: 0

ISBN-13: 9780979468803

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A first of its kind, Mapping Your Retirement is a step-by step, hands-on guide and workbook based on your values, interests, and resources. Representing the research and knowledge of 15 contributors with extensive backgrounds in their fields of expertise, Mapping Your Retirement focuses on three key components: maintaining your health, managing your money, and living life fully. One of 77 million baby boomers reaches 50 every 7 seconds. Studies show that most people do not plan sufficiently for retirement. Those who do often reduce the plan to numbers: How much should I save? Will it be enough? But finances are only one part of the equation. Having purpose in life, doing what matters, nurturing rewarding relationships, maintaining your health, and contributing to something larger than the self are just as essential.

Your Complete Retirement Planning Road Map

Your Complete Retirement Planning Road Map PDF

Author: Ed Slott

Publisher: Ballantine Books

Published: 2008-11-19

Total Pages: 386

ISBN-13: 0307493563

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This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.” –from Your Complete Retirement Planning Road Map Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning advisor, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map, Slott’s most essential and accessible book yet, provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and other major accounts. In five helpfully focused sections, Slott combines crucial facts with interactive checklists and questionnaires (those he uses with his own clients) to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover • My Account Inventory: an overview of every retirement savings account you own, whether you’re thirty or sixty-five–from what it is and where it is to who gets it and how, plus where to put important data for easy access and where to store your essential documents (hint: not in a safe-deposit box) • The Account Owner’s Care Solution: how to properly fill out retirement account beneficiary forms so that whatever amount of money is left in your account after you’ve fully enjoyed retirement will go to whomever you choose and not to relatives who suddenly pop up out of nowhere • The Account Beneficiary’s Care Solution: what to do when you inherit so that you won’t lose any of the tax benefits and other opportunities your benefactor has created for you, or make a mistake that could wipe out an inherited fortune that took years to build up • The Special Issues Care Solution: how to handle the out-of-the-box issues that could affect you or your beneficiaries (e.g., life events such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts) • The Follow-up Care Solution: how to keep your planning on track and make adjustments when circumstances change, and how to determine whether your professional retirement advisor is really up to the task of preserving and protecting your money • Plus: the most up-to-date information on tax laws, including the Pension Protection Act of 2006, which provides major new retirement incentives that you can take advantage of Your Complete Retirement Planning Road Map is an indispensable planning solution that is sure to become the standard how-to on a complex subject that is becoming relevant to more people every day.

Shp Retirement Road Map

Shp Retirement Road Map PDF

Author: Derek Gregoire

Publisher: Createspace Independent Publishing Platform

Published: 2016-07-14

Total Pages: 104

ISBN-13: 9781534619487

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Today's retirees are faced with many fears and challenges. Will I outlive my savings? Will my medical expenses be too high? Will I be able to afford my daily expenses? Will I be able to stay in my home if I become ill? As a retiree or pre-retiree, if you're asking yourself these same questions, fear not. The SHP Retirement Road Map(r) will provide you with the tools you need to guide yourself to and through retirement with ease. Your map to financial freedom starts here.Certified Financial Planner(r) Matthew Peck and his partners, Derek Gregoire and Keith Ellis, co-founders of SHP Financial, show you how to create a comprehensive retirement plan focusing on five critical areas of your financial life in retirement: income, investments, tax planning, health care and estate planning. Matthew, Derek and Keith are accomplished financial authors and radio show hosts, and they have been helping retirees and pre-retirees develop retirement plans for over 12 years. They have helped hundreds of clients plan for lasting income, protect their wealth and reduce unnecessary taxes.In this book, Matthew, Derek and Keith cover:* Planning for income in a volatile market* Optimizing Social Security benefits* How hidden fees in your investments could ruin your retirement* Ways to reduce future taxes on your investment accounts* How to help your family avoid the costly and time-consuming effects of probate

Your Retirement, Your Way

Your Retirement, Your Way PDF

Author: Alan Bernstein

Publisher: McGraw Hill Professional

Published: 2006-10-13

Total Pages: 224

ISBN-13: 0071467874

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Create a new life plan to thrive in your retirement "In Your Retirement, Your Way, Alan and John lead the way to a new and dynamic definition of retirement. They begin with this exciting premise: the more you clearly identify your own personal style, the more you will experience a powerful and fulfilling next chapter in your life. With the variety of guides and road maps they provide, including a sample version of the Birkman® (a mini-Birkman®), readers can navigate their way to a more confident phase of life that offers both purpose and renewal." --Dr. Roger W. Birkman, Chairman, Birkman International, Inc. After years of focusing on career and family, most of us embark on the next phase of life with only a vague idea of what will make us happy. But you can guarantee yourself a long and successful retirement with Your Retirement, Your Way! Its revolutionary retirement planning approach combines a powerful self-assessment system based on the Birkman Method®--a personality assessment system used by companies and government agencies worldwide--with sophisticated financial planning tools and step-by-step guidelines that allow you to: Define your ideal retirement environment Determine where you are now, financially, and where you want to be Map out a solid plan for realizing your dreams in the shortest time possible

Your Retirement Income Blueprint

Your Retirement Income Blueprint PDF

Author: Dick Diamond

Publisher: John Wiley & Sons

Published: 2011-04-15

Total Pages: 253

ISBN-13: 1118089782

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As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population. Your Retirement Income Blueprint is an antidote for Canadians who are generally ineptly advised, under-serviced, and over-charged by advisors on planning retirement income. Based on the author's specialized experience in retirement income planning, this book will help readers to work through the many stages of their retirement and adapt their income plans to account for constantly changing health and family issues. The book will help you to: Combine government and personal sources of income most efficiently Determine which assets to use first and which to defer Preserve government benefits and entitlements that are in many cases needlessly wasted or lost Create results that are more survivor- and estate-friendly than traditional approaches Greatly reduce taxes on retirement income and to the aggregate estate. Your Retirement Income Blueprint lays out a six-step process for "taking apart" accumulated assets, making the most out of what you have taken a lifetime to save, and creating an income that lasts as long as you do.

SHP Retirement Road Map

SHP Retirement Road Map PDF

Author: Matthew Peck

Publisher:

Published: 2019-01-16

Total Pages: 105

ISBN-13: 9781793879998

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Today's retirees are faced with many fears and challenges. Will I outlive my savings? Will my medical expenses be too high? Will I be able to afford my daily expenses? Will I be able to stay in my home if I become ill? As a retiree or pre-retiree, if you're asking yourself these same questions, fear not. The SHP Retirement Road Map® will provide you with the tools you need to guide yourself to and through retirement with ease. Your map to financial freedom starts here.Certified Financial Planner® Matthew C. Peck and his partners, Derek L. Gregoire and Keith W. Ellis Jr., co-founders of SHP Financial, show you how to create a comprehensive retirement plan focusing on five critical areas of your financial life in retirement: income, investments, tax planning, health care and estate planning. Matthew, Derek and Keith are accomplished financial authors and radio show hosts, and they have been helping retirees and pre-retirees develop retirement plans for over a decade. They have helped hundreds of clients plan for lasting income, protect their wealth and reduce unnecessary taxes.In this book, Matthew, Derek and Keith cover:*Planning for income in a volatile market*Optimizing Social Security benefits*How hidden fees in your investments could ruin your retirement*Ways to reduce future taxes on your investment accounts*How to help your family avoid the costly and time-consuming effects of probate

Seven Steps to Financial Freedom in Retirement

Seven Steps to Financial Freedom in Retirement PDF

Author: Hank Parrot

Publisher: John Wiley & Sons

Published: 2011-06-15

Total Pages: 230

ISBN-13: 1118111885

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An interactive guide to mapping your retirement plans In Seven Steps to Financial Freedom in Retirement, financial advising and estate planning expert Harold Parrott guides the reader through the sometimes murky waters of retirement planning. Using a simple "Lifestyle Expense" planning approach customized to see how much money each person needs to live on in retirement, Parrott explains what investments can help readers reach their desired goals with minimum risk. Using detailed questionnaires, the book provides an informative guide for anyone concerned about having enough money to live comfortably in their retirement years. An educational book employing an easy-to-understand format, Seven Steps explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof, looking at: Annuities, bonds, and CDs The perils of "stock picking" The basics of estate planning A unique and indispensible resource for assessing finances to determine the full scope of the reader's assets, the book helps to determine projected lifestyle expenses post-retirement and crafts a road map showing what types of products and accounts are likely to be of most value.

New Passages

New Passages PDF

Author: Gail Sheehy

Publisher: Ballantine Books

Published: 2011-09-28

Total Pages: 529

ISBN-13: 0307763765

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THE #1 NEW YORK TIMES BESTSELLER Millions of readers literally defined their lives through Gail Sheehy's landmark bestseller Passages. Seven years ago she set out to write a sequel, but instead she discovered a historic revolution in the adult life cycle. . . People are taking longer to grow up and much longer to die. A fifty-year-old woman--who remains free of cancer and heart disease-- can expect to see her ninety-second birthday. Men, too, can expect a dramatically lengthened life span. The old demarcations and descriptions of adulthood--beginning at twenty-one and ending at sixty-five--are hopelessly out of date. In New Passages, Gail Sheehy discovers and maps out a completely new frontier--a Second Adulthood in middle life. "Stop and recalculate," Sheehy writes. "Imagine the day you turn forty-five as the infancy of another life." Instead of declining, men and women who embrace a Second Adulthood are progressing through entirely new passages into lives of deeper meaning, renewed playfulness, and creativity--beyond both male and female menopause. Through hundreds of personal and group interviews, national surveys of professionals and working-class people, and fresh findings extracted from fifty years of U.S. Census reports, Sheehy vividly dramatizes these newly developing stages. Combining the scholar's ability to synthesize data with the novelist's gift for storytelling, she allows us to make sense of our own lives by understanding others like us. New Passages tells us we have the ability to customize our own life cycle. This groundbreaking work is certain to awaken and permanently alter the way we think about ourselves. "SHEEHY CLEARLY STATES IDEAS ABOUT LIFE THAT HAVE NEVER BEFORE BEEN AS CLEARLY STATED." --Los Angeles Times Book Review "AN OPTIMISTIC ANALYSIS OF ADULT DEVELOPMENT IN PESSIMISTIC TIMES. . . It is grounded in the economic and psychological realities that make adult life so complex today." --The New York Times Book Review

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