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Author : Donald Ray Haas
Publisher :
ISBN 13 : 9780872182318
Total Pages : 214 pages
Book Rating : 4.1/5 (823 download)
Download or read book Financial Planning for the Baby Boomer Client written by Donald Ray Haas and published by . This book was released on 1998 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Almond CFP® MSFS
Publisher : iUniverse
ISBN 13 : 1532060378
Total Pages : 106 pages
Book Rating : 4.5/5 (32 download)
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 : Bob Mauterstock
Publisher :
ISBN 13 : 9780977140398
Total Pages : 144 pages
Book Rating : 4.1/5 (43 download)
Download or read book Can We Talk? a Financial Guide for Baby Boomers Assisting Their Elderly Parents written by Bob Mauterstock and published by . This book was released on 2008-11-01 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: Talking to your aging parents about all the financial issues that affect them is often very risky and difficult to do. Can We Talk? by Bob Mauterstock gives adult children a practical and empathetic approach for working with their parents to discuss and plan for all the financial decisions they will face. The book lays out the steps to prepare and hold a family meeting to open up the lines of communication. It addresses such critical areas as proper investment strategy, legal issues that can impact the family, creating a plan to deal with the devastating costs of long-term care, and passing on a legacy to the next generation. Bob calls on his 30 years of experience as a financial advisor to share real-life situations he and his clients have faced and how they developed practical solutions to solve them. Can We Talk? will give you the tools you need to put your aging parents at ease and give you the peace of mind to know that they are taken care of.
Author : Bambi Holzer
Publisher : John Wiley & Sons
ISBN 13 : 9780471358480
Total Pages : 246 pages
Book Rating : 4.3/5 (584 download)
Download or read book Retire Rich written by Bambi Holzer and published by John Wiley & Sons. This book was released on 1999-09-28 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: Die Altersvorsorge betrifft einen sehr wichtigen privaten Finanzbereich. Hierzu gibt es eine Flut von verwirrenden Fragen, wie z.B.: Wie plane ich? Wieviel spare ich? Welche Anlagemöglichkeiten sind die besten? Wie nutze ich Unternehmensleistungen? In diesem Leitfaden finden Sie die Antworten. Er wurde speziell für Leute im Alter zwischen 30 und 40 konzipiert, die aus einer großen Auswahl von Möglichkeiten zur Altersvorsorge schöpfen können und vielleicht sogar schon mit der Planung begonnen haben. Sie werden mit den verschiedenen Möglichkeiten und auch mit speziellen Aspekten gegenwärtiger und künftiger Finanzplanung vertraut gemacht. Verständlich geschrieben, überschaubar und klar strukturiert, liefert Ihnen dieses Buch alle Informationen zu einem brandheißen Finanzthema. (10/99)
Author : Mark J Orr Cfp
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781535292788
Total Pages : 0 pages
Book Rating : 4.2/5 (927 download)
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 : Harold Evensky
Publisher : John Wiley & Sons
ISBN 13 : 9780470885055
Total Pages : 370 pages
Book Rating : 4.8/5 (85 download)
Download or read book Retirement Income Redesigned written by Harold Evensky and published by John Wiley & Sons. This book was released on 2010-05-25 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlements Strategies for increasing retirement cash flow In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.
Author : Lynn Biscott
Publisher :
ISBN 13 : 9780779817658
Total Pages : 300 pages
Book Rating : 4.8/5 (176 download)
Download or read book The Boomers Retire written by Lynn Biscott and published by . This book was released on 2008 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Teri L. Tift
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (14 download)
Download or read book Baby boomer perceptions of financial planning for anticipated health needs in retirement written by Teri L. Tift and published by . This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mark C. Tibergien
Publisher : John Wiley & Sons
ISBN 13 : 1119108799
Total Pages : 202 pages
Book Rating : 4.1/5 (191 download)
Download or read book The Enduring Advisory Firm written by Mark C. Tibergien and published by John Wiley & Sons. This book was released on 2016-11-03 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.
Author : Lynn S. Evans
Publisher :
ISBN 13 : 9780986207112
Total Pages : 218 pages
Book Rating : 4.2/5 (71 download)
Download or read book Power of the Purse written by Lynn S. Evans and published by . This book was released on 2014-12-15 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you ever wondered: Will I have enough money for retirement, or, will I end up a bag lady? If I lose my job, should I use up my 401K until I get a new job? What can I do when a family member tells me they'll "handle" my finances and I don't think they know what they're doing? How can I manage if Mom needs to come live with me? How can I manage if my kids are out of work, lose their home, and ask me for money I can't afford to give them? How would I survive if I had to go through a divorce? If any of the above keeps you up at night, you're in the right place. Lynn S. Evans, CFP(R), has dealt with hundreds of smart, talented women who were a whiz at work but "clueless" (their word) when it came to money. In this fascinating book, she takes you by the hand and talks you through financial issues every woman of a certain age needs to address. Includes real-life examples of women just like you who often didn't know what to do-or who to turn to-when it came to making major decisions. You'll learn how to: create a life in retirement that takes the worry out of outliving your money protect your financial future and security when facing divorce take charge of your money before disaster strikes-whether that's illness, widowhood, job loss or bankrupt children This book offers a unique approach by showing you how to get control of your finances and develop a happy, healthy relationship with your money. Read it and reap.
Author : Kay R. Shirley
Publisher : Dearborn Trade
ISBN 13 : 9780793129706
Total Pages : 244 pages
Book Rating : 4.1/5 (297 download)
Download or read book The Baby Boomer Financial Wake-Up Call written by Kay R. Shirley and published by Dearborn Trade. This book was released on 1999 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dr. Shirley provides formulas for 40- and 50-year olds who have just responded to the financial wake-up call. She shares examples, success stories, and case studies of real people from her financial planning practice of 18 years, accompanied by charts, forms, and tips to guide 40- and 50-year old readers on a journey to financial self-sufficiency.
Author : Denny Frasiolas
Publisher :
ISBN 13 :
Total Pages : 124 pages
Book Rating : 4.5/5 (212 download)
Download or read book Strategies to Create Lifetime Income for Baby Boomers written by Denny Frasiolas and published by . This book was released on 2021-06-15 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: Running out of money in retirement is the No. 1 fear of Americans. Only 20 percent of people are worried about dying, but 58 percent fear not having enough income in retirement. While there is no easy fix to address a person's deepest fears, often having a plan in place-a written plan that addresses the specific causes of your fears or anxieties-will help alleviate the fears of the unknown or unpredictable by making them known and predictable. This guide will provide you with the strategies to help you build lifetime income, protect yourself from financial risks and ensure you have an income strategy designed for your specific needs. Artie Bernaducci has been helping people understand financial "gobbledygook" and take control of their financial lives since 1991. He became an Investment Advisor Representative in 2002 and later co-founded Retirement Income Advisory Group, LLC, with Denny Frasiolas. Denny has been the Managing Member and Investment Advisor Representative at the firm since 2018. He became a financial professional in 2001. He focuses on educating clients about retirement income planning and investment management services.
Author : Bob Mauterstock
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781979846813
Total Pages : 188 pages
Book Rating : 4.8/5 (468 download)
Download or read book Caring for Your Elderly Parents written by Bob Mauterstock and published by Createspace Independent Publishing Platform. This book was released on 2017-11-17 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Support You Need as You and Your Parents Face the Challenges of Aging If you are facing the challenge of having to make decisions on issues like long-term care and end-of-life concerns for your elderly parents, you are not alone. Caring For Your Elderly Parents offers insightful advice and support to the ever-growing population of Americans, now at 65 million people, or 29% of the U.S. population, who provide care for a chronically ill, disabled, or aged family member or friend. As our population ages, the care needs of our elderly parents continue to change and evolve. Today's families face new decisions and challenges. Author Bob Mauterstock gives you the information and support you need as you and your parents face the challenges of aging, no matter in what stage of the process you find yourselves. This resource covers how we can help our parents - and ultimately ourselves - plan for housing, healthcare, and financial security. The book covers pertinent issues facing baby boomers who can easily be overwhelmed by handing their aging loved one's affairs, such as: Helping elderly parents with estate planning and other important documents Determining what their parents' real wishes are and how they can honor them Feeling guilty or manipulated by parents or family members Discussing care and support a loved one will need in the hospital, hospice or assisted living Holding effective family meetings where all elder care issues are discussed Preventing elder fraud and elder abuse Finding help, especially if you live far away Managing the financial aspects Talking to elders about sensitive subjects Finding state and federal elder care resources Bob Mauterstock calls on over 30 years of experience as a financial advisor to share real-life situations he, his parents, and client faced and how they developed practical solutions to deal with them. He is co-owner of a new company, Plan4LifeNow.com, that trains financial advisors to become Elder Planning Specialists. Download this book today and get the information you need to navigate the maze of caring for your aging parents.
Author : Lynn Biscott
Publisher :
ISBN 13 : 9780779851461
Total Pages : 309 pages
Book Rating : 4.8/5 (514 download)
Download or read book Boomers Retire written by Lynn Biscott and published by . This book was released on 2012 with total page 309 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sandra W. Haymon
Publisher : Tate Publishing & Enterprises
ISBN 13 : 9781606968611
Total Pages : 0 pages
Book Rating : 4.9/5 (686 download)
Download or read book Baby Boomers written by Sandra W. Haymon and published by Tate Publishing & Enterprises. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Guides readers through financial planning for retirement, legal and medical forms for ensuring last wishes, and caring for elderly family members.
Author : Mark J. Orr
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781492933045
Total Pages : 0 pages
Book Rating : 4.9/5 (33 download)
Download or read book Social Security Income Planning written by Mark J. Orr and published by Createspace Independent Publishing Platform. This book was released on 2013-10-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully UPDATED for 2018 to reflect the changes and new rules made to Social Security by the Bipartisan Budget Act of November 2015. The book and the author have been quoted in the USA Today both before and after the new laws. This is perhaps the most encompassing, yet easy-to-understand book on the vital and timely topic of Social Security retirement income planning. It is written by an experienced Certified Financial Planner for soon-to-be retirees who want to learn all about the different claiming strategies for couples and for single persons (never married, divorced or widowed). Most people have no idea of what some their real benefit options are -- and unfortunately can be prone to miss out on $10,000's. The book's sole purpose is to provide people who are about to retire, with all of the information that they need to make the best Social Security benefit decisions based on their own financial circumstances and retirement goals. In this respect it is an essential planning guide and road map. A quick scan of the table of contents gives a glimpse of the scope and amount of powerful information provided. However, what the table of contents does not show is how 95% of Social Security recipients (both couples and many singles) will leave up to $150,000 of benefits sitting on the table that cannot be retrieved. This is money that they are fully entitled to, but these folks did not follow the little-known claiming strategies described in this book. It's your money, you paid into the system your whole life - so don't miss out on getting every dollar that you can. There are many useful examples given to show you the full range of their filing options and how to maximize your lifetime benefits. Written in plain English, these examples are meant to encourage you to carefully consider how you can get the most total benefits available under the law. Perhaps one of the most unique portions of the book is where the author combines his expertise of Social Security with his knowledge of income taxes to show readers how it is very possible to cut ones taxable income and their subsequent retirement income tax bill by 50%. The story comparing the Early's, the Waite's and the Best's is worth ten times the price of the book, as it explains how a savvy reader can save $1,000's of income tax dollars each year during their retirement. The chapter about the 3 buckets of investment risk and the 3 taxation buckets is the perfect complement to learning about filing strategies since Social Security was never meant to provide for all one's retirement income. Not only is this discussion vital for soon-to-be retirees, it should be required reading for every American adult before they EVER invest a single dime anywhere. Don't let the low cost of the book fool you. While reading the book, it becomes very apparent that Mr. Orr actually works in the retirement income planning field on a daily basis with the non-stop tips, warnings, things to consider and much more. "Social Security Income Planning" is concise and written in a conversational style, yet it's jam-packed with all the information you need to maximize your benefits. The advanced concepts and planning strategies are made so simple, that you will be able to explain them to your co-workers... or even to your financial advisor (who very likely has only a vague understanding of the strategies you are talking about)!
Author : Rich Paul
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781479161966
Total Pages : 0 pages
Book Rating : 4.1/5 (619 download)
Download or read book The Baby Boomers' Retirement Survival Guide written by Rich Paul and published by Createspace Independent Publishing Platform. This book was released on 2013-08-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: An informational survival guide for retirees and pre-retirees looking to develop investment, income tax, and estate plans to last the rest of their lives.
