PREFACE T : nize the many hough your friends , relatives , and kids tell you that
you should be thrilled about entering this new stage in your life - retirement —
you may well be too nervous to recogchoices now available . Your daily routine
Author: Murray Yolles
Publisher: John Wiley & Sons Incorporated
Offers advice on retirement planning, including investment strategies, IRAs, pensions, rollovers, life insurance and disability, long term care, and estate planning
"This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I ... tailor to each client's goals ... [It discusses] the wealth management strategies I use with my high-net-worth ...
Author: Debra Brede
Countless books have been written about planning for retirement. This one is about managing your wealth during retirement. The shift from work to retirement changes things. Maximizing the impact of your money--for yourself, your family, and the causes you care about--requires thoughtful, strategic management. This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I carefully tailor to each client's goals. I've developed the ability to create such strategies across more than thirty years in the industry. This book shares - the wealth management strategies I use with my high-net-worth clients' portfolios; - the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; - important questions to ask yourself before and after retiring; and - advice for those seeking a more fulfilled retirement. *Securities and advisory services offered through Commonwealth Financial Network(R), FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Unlike most books, this guide uses pictures and data to help you understand the issues you will be facing, and advises you so that you can live your best life.
Author: Elizabeth Letcher
Don't take getting old lying down! Retirement is a phase of life that can surprise and delight you if you make the right choices. Unlike most books, this guide uses pictures and data to help you understand the issues you will be facing, and advises you so that you can live your best life. No wall of words, this is a visual book, full of vibrant colors and clear messages. With over 50 million people in the 65+ age group in the US, elders are going to be a major force for the next 30 years. Come join Boomtown! This guide is packed with 130 pages of information, advice, and humor. It is a fun look at serious topics like:Who lives in Boomtown? How does life change? How will your family change? Are young people worth the hype? Will you need help? Can you live alone? What are the activities of daily living? Why does falling matter? Why do people go to nursing homes? What is the biggest threat to your money? What is resilience and how do you become resilient? For how long do we live? Why you (probably) won't drop dead. The "Secret" of living to 100. Does happiness matter?" And more! While this guide is aimed at those approaching retirement, the advice works for adults in all phases of life. I hope you like it.
Have an ego larger than the state of Texas before the Mexican Revolution (if you'
re not from the south, then replace 'Texas' with 'Alaska' and 'before the Mexican
Revolution' with 'after the land grab'). Have an innate ability to string people ...
Author: Dan Kerstein
The word perspicacity is not only a favorite of author Dan Kerstein, it is his mantra as well. The simple definition of this word is acute mental awareness-the ability to be constantly aware of one's physical surroundings. Over the course of his life, Kerstein has learned that successful businesses are run by "survivalists", people who can observe and understand what is going on in the 360-degree circle that surrounds them at any given time. That's perspicacity at its best. Unfortunately, Kerstein has had to deal with a gaggle of fools and know-it-alls throughout his career who have inspired the thoughts in I'm Retired: Now I Get Even on subjects such as the following: Entrepreneurship: The art of hiring and firing oneself on a regular basis Egos and intelligence: The 97% rule The twenty-first century's greatest oxymoron: Customer Service Sex, lies, and brownnosing: AKA, the truth about climbing the corporate ladder There was a long list of people Kerstein did not wish to thank for this book, but that didn't seem quite fair because they provided the cannon fodder that makes up most of the chapters. So instead, he thanks them for being stupid, ignorant, egotistical, maniacal, harmful, fatuous, indifferent, macabre, remorseless, and/or all-around jerks.
You are limited to that particular family of funds, but the overall expense (such as
You're Retired— Now What? For the past thirty-some-odd years, you've.
management fees) tends to be lower, and many times there isn't a surrender
Author: Christy Heady
Publisher: Alpha Computer
You're no idiot, of course. You know how to write a check, make a deposit, and read a monthly statement. With financial markets in flux and many Americans mired in debt, you're looking for better ways to manage your money, but learning the financial ropes is testing the limits of your time and patience. Save your money and your life! The Complete Idiot's Guide® to Managing Your Money, Third Edition, is written by two experts who know the world of saving, investing, and credit inside and out. You'll learn savvy strategies to fatten your wallet and cut your costs from credit cards, mortgages, car-buying, and checking. In this Complete Idiot's Guide®, you get: Common-sense advice on how to decipher-and profit from-economy and market reports. Tips on maintaining a sound credit rating and winning loan approval. Idiot-proof ways to protect your personal and financial information from fraud. Ten money-making secrets your banker won't tell you.
Author: Dale Vicky Atkins
Publisher: William Morrow Paperbacks
Our world is much more difficult, demanding, and faster-paced than it ever was before. Most women are finding it nearly impossible to escape and wind down—even for a few short minutes. Psychologist and author Dr. Dale V. Atkins, the creator and host of television's "Dr. Dale's Life Issues," has the solution: Sanity Savers—52 weeks of invaluable daily tips, thoughts, and suggestions that will help you restore balance, order, simplicity, and, most important, happiness to your over-stimulated life. All it takes is a few minutes each day to save your sanity . . . and improve your life!
And before you know it, your daughter asks for $50 to go to the mall. Suddenly,
you're retired. Now you need an effective strategy for drawing on your portfolio
while making sure it lasts as long as you do. And you want to leave something to
Author: Christine Benz
For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.
But it ' s not just a matter of getting in your car and going . Say you ' re a
homeowner . If you were transferred the company would take it off your hands .
But you ' re retired now . You have this real estate you can ' t dispose of . Right
now I don ' t ...
Author: Paul Morris Hirsch
Describes the consequences of mergers and takeovers, and advises managers how to know when to leave, how to maintain their marketability, and how to keep in touch with contacts
If you are retired now , or about to enter that state of bliss , your options are
somewhat limited . Obviously , your funds should be earning the maximum
money fund rates whenever possible . At the moment , you can't have your social
Author: William E. Donoghue
Publisher: Ty Crowell Company
The average investor is shown how to capitalize on the money market even in an unstable economy
The Court: Get your next witness in readiIlêSS. ... duly sworn, testified as follows:
Direct eacamination by Mr. Julien: Q. Mr. Unrath, you are with the Fire
Department? A. Yes. Q. And what's your position? A. Retired. Q. You are retired
Author: Stephen Birmingham
Publisher: Philadelphia : Lippincott
"A John P. Marquand check list": p. 301-310.
Well , you are happily “ laid off " ' now . You ' re officially retired . Now that you ' re
retired , it probably makes sense to take that money — or at least most of it — and
invest it in something that will produce a higher return . Adjust cash flow .
Author: Don Underwood
Publisher: Viking Adult
Reviews dozens of retirement strategies designed to help combat instability in pension plans and an unpredictable Social Security system
Since we're retired now and you're almost done with school , we've chosen to live
the carefree life . We've bought a recreational vehicle big enough to sleep four .
Wait until you see it ! It's got Naugahyde furnishings , bunk beds , two built - in ...
Author: David B. Ellis
Provides a five-step program designed to teach one how to prepare for the future and successfully attain goals through steps such as construction, commitment, and celebration.