Strategies to Create Lifetime Income for Baby Boomers

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781534918283
Total Pages : 60 pages
Book Rating : 4.9/5 (182 download)

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Book Synopsis Strategies to Create Lifetime Income for Baby Boomers by : Artie Bernaducci

Download or read book Strategies to Create Lifetime Income for Baby Boomers written by Artie Bernaducci and published by Createspace Independent Publishing Platform. This book was released on 2016-06-21 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: Today, with people living longer than ever before in history, one of the biggest fears on the minds of retirees and Baby Boomers is running out of income in retirement. This guide will provide you with the strategies that you need to:* Design your lifetime income plan so that you don't run out at the time you need it most.* Protect yourself against the financial risks that can deplete your retirement savings. * Ensure that you have an income strategy that is custom designed for your specific needs and goals.

Strategies to Create Lifetime Income for Baby Boomers

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Publisher :
ISBN 13 :
Total Pages : 124 pages
Book Rating : 4.5/5 (212 download)

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Book Synopsis Strategies to Create Lifetime Income for Baby Boomers by : Denny Frasiolas

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.

Retirement Income Planning

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781535292788
Total Pages : 0 pages
Book Rating : 4.2/5 (927 download)

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Book Synopsis Retirement Income Planning by : Mark J Orr Cfp

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.

Retire Rich

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Publisher : John Wiley & Sons
ISBN 13 : 9780471358480
Total Pages : 246 pages
Book Rating : 4.3/5 (584 download)

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Book Synopsis Retire Rich by : Bambi Holzer

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)

Social Security Income Planning

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781492933045
Total Pages : 0 pages
Book Rating : 4.9/5 (33 download)

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Book Synopsis Social Security Income Planning by : Mark J. Orr

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)!

What Retirees Want

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119648084
Total Pages : 320 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis What Retirees Want by : Ken Dychtwald

Download or read book What Retirees Want written by Ken Dychtwald and published by John Wiley & Sons. This book was released on 2020-07-15 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Dychtwald and Morison offer a brilliant and convincing perspective: an essential re-think of what 'aging' and 'retirement' mean today and an invitation to help mobilize the best in the tidal wave of Boomer Third Agers." —Daniel Goleman, PhD, Author, Emotional Intelligence: Why It Can Matter More Than IQ Throughout 99 percent of human history, life expectancy at birth was less than 18 years. Few people had a chance to age. Today, thanks to extraordinary medical, demographic, and economic shifts, most of us expect to live long lives. Consequently, the world is witnessing a powerful new version of retirement, driven by the power and needs of the Baby Boomer generation. Consumers over age 50 account for more than half of all spending and control more than 70% of our total net worth – yet are largely ignored by youth-focused marketers. How will work, family, and retirement be transformed to accommodate two billion people over the age of 60 worldwide? In the coming years, we'll see explosive business growth fueled by this unprecedented longevity revolution. What Retirees Want presents the culmination of 30 years of research by world-famous "Age Wave" expert Ken Dychtwald, Ph.D., and author and consultant Robert Morison. It explains how the aging of the Baby Boomers will forever change our lives, businesses, government programs, and the consumer marketplace. This exciting new stage of life, the "Third Age," poses daunting questions: What will "old" look like in the years ahead? With continued advances in longevity, all of the traditional life-stage markers and boundaries will need to be adjusted. What new products and services will boom as a result of this coming longevity revolution? What unconscious ageist marketing practices are hurting people – and business growth? Will the majority of elder boomers outlive their pensions and retirement savings and how can this financial disaster be prevented? What incredible new technologies of medicine, life extension, and human enhancement await us in the near future? What purposeful new roles can we create for elder boomers so that the aging nations of the Americas, Europe, and Asia capitalize on the upsides of aging? Which pioneering organizations and companies worldwide have created marketing strategies and programs that resonate with the quirky and demanding Boomer generation? In this entertaining, thought-provoking, and wide-ranging book, Dychtwald and Morison explain how individuals, businesses, non-profits, and governments can best prepare for a new era – where the needs and demands of the "Third Age" will set the lifestyle, health, social, marketplace, and political priorities of generations to come.

The Ultimate Baby Boomer's Guide

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Publisher :
ISBN 13 : 9781700956101
Total Pages : 60 pages
Book Rating : 4.9/5 (561 download)

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Book Synopsis The Ultimate Baby Boomer's Guide by : Luis Paulo Soares

Download or read book The Ultimate Baby Boomer's Guide written by Luis Paulo Soares and published by . This book was released on 2019-10-19 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Best Guide For Baby Boomers"Why is it so important for you to invest in this book now ..."What's really important right now is NOT the small amount you will invest in this book, but how much you will lose if you don't invest!Understand that you may actually be losing success.Let nothing stand between you and your success with your life and discover the TOP SECRETS of the best baby boomer guide once and for all!You see, how long should people learn from the bad times before investing in themselves and their success in life?Think about how much your life could change if you really apply the strategies in this ebook. You can succeed and be happy to discover how to live a long, prosperous and healthy life!I can't imagine anyone taking advantage of it, it's absurd and can cause a lot of problems if you don't have all the information you need!Fortunately, you are a smart person ... otherwise you would not be looking for a way to get this information. And to show my sincerity, I'll show you something that will definitely sweeten our deal ..."Here's your unbeatable money back guarantee!"This ebook may be the most important book you have ever read in your life. Make no mistake, because if you don't equip yourself with the right knowledge, YOU HAVE MANY HEADACHES AND YOU WILL MAKE MONEY (up to 340 times the price of this ebook, SURE!)Get this great eBook now titled "The Best Guide for Baby Boomers" and discover the TOP SEGMENTS for a successful, prosperous and healthy life! I guarantee you will enjoy what you will discover!Tags: baby boomersHow to Have a Thriving LifeHow to have a long lifeoldiesretirementretirement calculatorsretirement planningretirement communitiesoldies musicretirement jokesretirement calculatorsretirement giftsretirement poemsindividual retirement accountarizona retirement communitiesoldies but goodiesretirement quotesretirement plannerretirement communityretirement incomegolden oldiesoldies songsarizona retirement communityoldies lyricspinchot retirement planretirement communities arizonainvesting for retirementoldies mp3retirement adviceflaming oldiessaving for retirementtexas teacher retirement systemfree retirement calculatorretirement income planningmilitary retirementarizona state retirement systemflorida retirement systemarizona golf retirement communitiesretirement cardsretirement speechbaby boomers hearing loss burkeyretirement plansvirginia retirement systemarizona active retirement communitiesretirement poemretirement community arizonaearly retirementbaby boomerbest retirement statesnationwide retirement solutionsretirement sayingsrailroad retirement boardcontinuing care retirement communitiesvic's retirement siteretirement account current value calculateretirement partyretirement company 41k plans41k retirement plans and best investmentsearly retirement planninginternational paper retirement planoldies radioretirement giftoldies wavretirement investingretirement jobssupplemental retirement incomeretirement lettersjukebox oldiesretirement savings calculatorretirement communities in arizonaretirement cartoonsretirement caseretirement homes californiamilitary retirement calculatorretirement homesretirement party ideasmilitary retirement payretirement letterretirement gift ideasretirement party jokesretirement invitationsmexico retirementretirement homes - gualalaing retirementretirement withdrawalretirement income investingretirement shadow boxlist of oldiesretirement livingretirement planning tablesactive retirement communitiesprudential retirementsave for retirementretirement manufactured home communities arizonaaz retirement communitiesretirement income calculatorsimple retirement calculatorteacher retirementretirement party favor

What If Boomers Can't Retire?

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Author :
Publisher : Berrett-Koehler Publishers
ISBN 13 : 1609944054
Total Pages : 286 pages
Book Rating : 4.6/5 (99 download)

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Book Synopsis What If Boomers Can't Retire? by : Thornton Parker

Download or read book What If Boomers Can't Retire? written by Thornton Parker and published by Berrett-Koehler Publishers. This book was released on 2002-12-02 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it was first published, What If Boomers Can't Retire? predicted what would happen when boomers switched from buying stocks to selling them for retirement income. Since then-and as predicted by author Thornton Parker-stocks have become less important, prices have declined, corporations have shifted their emphasis from inflating stocks to just surviving, and there is currently a recession in full swing. This book shows that there is a bright side, however. If enough boomers work in their later years and preserve their capital, and if the country improves the way it uses capital, the results can lead to fuller lives for millions of people, healthier communities, and more sustainable economies worldwide. Parker details specific actions that individuals and organizations can take to gradually make the shift from the dangerously risky pursuit of phantom wealth to productive investments based on real accomplishments, goods, and services.

How 50+ Baby Boomers Can Still Retire

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Author :
Publisher : CreateSpace
ISBN 13 : 9781461020288
Total Pages : 114 pages
Book Rating : 4.0/5 (22 download)

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Book Synopsis How 50+ Baby Boomers Can Still Retire by : Al Kernek

Download or read book How 50+ Baby Boomers Can Still Retire written by Al Kernek and published by CreateSpace. This book was released on 2011-04-11 with total page 114 pages. Available in PDF, EPUB and Kindle. Book excerpt: Of all the groups hit hard by the Great Recession, Baby Boomers age 50+ have been hit the hardest. We saw our life savings decimated and our home equity evaporate. Now instead of looking forward to retirement, we wonder how we will merely survive. Many will postpone retirement, but many have also lost their jobs or seen their businesses go under. Our homes are upside down on their mortgages and foreclosures are rampant. At our age, there is not sufficient time to make up these losses. Don't expect sympathy. No one is going to bail us out. Rather, we have to step back, assess what we have left and formulate new retirement plans.Based on in-depth research and soul-searching feedback from Baby Boomers just like you, this book is for the two-thirds of middle-age Boomers whose lives and retirement plans have been turned upside down by the Great Recession. It opens your eyes to new opportunities and expands your options. An enlightened view of "retirement" and alternatives for achieving it are presented. You will discover that you can still enjoy a fulfilling retirement regardless of the financial destruction wrought by the Recession. Free resources and proven strategies being used by other Boomers are presented within these pages. This is your personal guide to not just survival, but salvaging a meaningful and comfortable retirement lifestyle regardless of your financial situation. In short, it shows you "how to make lemonade out of lemons" by: * Helping you to re-evaluate your expectations and define retirement in terms of fulfillment, security and comfortability rather than through a prism of how much money you have left in your nest egg.* Realistically assessing what assets you have - or will have - to support your retirement. Identifying income resources that you might not know exist. Looking at successful means others are employing to generate supplemental income during retirement.* Innovative strategies being used by thousands of Boomers in your situation to overcome their set-backs.* Exploring retirement alternatives, such as the pros and cons of retiring abroad where the dollar goes a lot further.* Simple ways to stretch your dollars without sacrificing the quality of your retirement life.* Examples of how others have overcome obstacles to enjoy rewarding retirements.After consuming these pages, you will have traded despair for hope and determination. You will have a new perspective and awareness of the many free tools and resources are available to assist you in creating an exciting retirement plan. Confidence and a positive outlook towards the future will be your reward.

Retirement Income Redesigned

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780470885055
Total Pages : 370 pages
Book Rating : 4.8/5 (85 download)

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Book Synopsis Retirement Income Redesigned by : Harold Evensky

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.

Don't Let Life's Waves Wash Away Your Retirement - Create Sustainable Income

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Author :
Publisher : Milton D Flanagan
ISBN 13 :
Total Pages : 76 pages
Book Rating : 4./5 ( download)

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Book Synopsis Don't Let Life's Waves Wash Away Your Retirement - Create Sustainable Income by : Milton D Flanagan

Download or read book Don't Let Life's Waves Wash Away Your Retirement - Create Sustainable Income written by Milton D Flanagan and published by Milton D Flanagan. This book was released on 2022-09-01 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt: Concerned about having consistent income in retirement? This book provides practical ways and incites to create income that just might help your income last a lifetime.

Life Is Rich

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Author :
Publisher : Independently Published
ISBN 13 : 9781075798788
Total Pages : 176 pages
Book Rating : 4.7/5 (987 download)

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Book Synopsis Life Is Rich by : Nate Scott

Download or read book Life Is Rich written by Nate Scott and published by Independently Published. This book was released on 2019-06-23 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Over 77 million baby boomers are facing a potential cash flow danger -- and about 66% of 65-year-olds earn less than $30,000 in retirement. I have written this book to sound the financial red alert. In it you will find a fresh perspective with real-time strategies and practical courses of action you can apply right away. The information in this book will change your life forever. Unlike the treadmill you bought last year that now serves as a coat rack, or the diet program you tried and stopped after six months, you will never unlearn what you learn from this powerful book!"This book provides a solid pathway to understanding key financial issues that will arise in your life as well as insightful action steps that are going to help you implement a plan to live life on your terms financially." - John Terhune, Attorney at Law Author, Keynote Speaker and Coach"Nate has written a thought-provoking book about finances, filled with personal stories and practical ways to master money. Many people, especially woman, tell themselves things like 'I don't need that much money.' Yet, U.S. census figures show that 40% of single moms and their children live in poverty. I believe the best way to help women is to put money into their hands. But, earning money is only one side of the coin. Once you earn money you have to learn how to keep and multi- ply your money. I encourage you to read Nate's book." - Onyx Coale, Mother of three & 8-figure earner as a network marketing professional"I will recommend to my current Senior Leaders in the Army, and make it a mandatory read for NCOs as a part of their professional development program." - Charles E. Hawkins, Command Sergeant Major (RET), U.S. ArmyWe may each have a different definition of what financial independence means, and that's okay. The goal is for you to start and end this book knowing one thing: the American dream of financial independence is alive and doing well. What- ever that dream might mean for you, you can have it if you simply take the time to learn how to get it. This process works. Go at this with everything you have and you will discover that "Life Is Rich!"

Boomers Into Business: How Anyone Over 50 Can Turn What They Know Into Dough Before and After Retirement

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Author :
Publisher : Intelligent Women Publishing
ISBN 13 : 9781936214440
Total Pages : 214 pages
Book Rating : 4.2/5 (144 download)

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Book Synopsis Boomers Into Business: How Anyone Over 50 Can Turn What They Know Into Dough Before and After Retirement by : Lisa Orrell

Download or read book Boomers Into Business: How Anyone Over 50 Can Turn What They Know Into Dough Before and After Retirement written by Lisa Orrell and published by Intelligent Women Publishing. This book was released on 2011-09-01 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are You a Boomer Seeking Ways to Generate More Income Now and Into Your Later Years? Yes? Then This is THE Book for You! EBRI.org Retirement Readiness Rating Report: 47.2% of older Boomers (56-62) are at risk of outliving their retirement savings. And 43.7% of younger Boomers (46-55) are at risk of not having enough money for basic monthly expenses when they retire. These startling statistics have millions of people 50+ wondering, "What can I do to make money, full-time or part-time, that is flexible, interesting, and possible to do into my golden years?" Boomers into Business was written to answer that question! You will learn how to take what you know and turn it into dough. With the help of this book, you can improve your financial future; regardless of your education level, career experience or business background! Over 15 Experts Have Contributed Strategies! You'll Learn How to: Generate Income as an Expert on Most Any Topic Determine What You Can Become an Expert On Create or Improve Your Topic Expert Brand Platform Expand Your Offerings if Already Self-Employed Promote Your Expert Brand Through Effective PR Implement Social Media for Massive Reach Revenue Use Many Unique Marketing Strategies to Increase Your Income...and Much More! ..".Lisa's book delivers a wealth of tools and guidance to take you from where you are to where you want to be. I recommend it to all you Boomers planning your professional financial futures!" - Marilyn Fahrner: 60'ish Boomer, Wealth Building Business Coach, www.marilynfahrner.com

Pensionize Your Nest Egg

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Author :
Publisher : John Wiley and Sons
ISBN 13 : 0470952288
Total Pages : 214 pages
Book Rating : 4.4/5 (79 download)

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Book Synopsis Pensionize Your Nest Egg by : Moshe A. Milevsky

Download or read book Pensionize Your Nest Egg written by Moshe A. Milevsky and published by John Wiley and Sons. This book was released on 2010-10-08 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pensionize Verb. 1. To convert money into income you can't outlive. 2. To create your own personal pension, a monthly income that lasts for the rest of your natural life. With the subpar performance of the markets, record-high personal debt levels, and shockingly low savings rates, it's clear that many Canadians expecting to retire in the next decade simply don't have a sufficient nest egg to ensure a worry-free retirement. Making matters worse, only about one-third of Canadians currently belong to a formal, or registered, pension plan; and even a large number of that "lucky third" will not retire with a guaranteed pension income. If you no longer have the time to wait and hope for your traditional investments to pay off, the answer is to "pensionize your nest egg" using the new technique of product allocation set out in this book. Pensionize Your Nest Egg explains how to Recognize if you really have a pension or just a tax-sheltered savings plan. Become informed about the new risks you and your nest egg face in retirement and why asset allocation, despite its value in the accumulation stage of life, is not sufficient to protect you and your money. Measure your retirement sustainability quotient (RSQ) and your Financial Legacy Value (FLV)-then choose a retirement income plan on the Retirement Income Frontier. Understand how product allocation differs from asset allocation, how to allocate your nest egg across three product silos, and learn about the new financial products that are available to protect against the new risks you face. Follow a seven-step process to close your Pension Income Gap and convert your retirement savings into a secure stream of lifetime income. Whether you do it yourself or work with a financial advisor, Pensionize Your Nest Egg gives you a simple plan to create a guaranteed retirement income-for life.

The Perennial Workforce

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Author :
Publisher :
ISBN 13 : 9780692909744
Total Pages : 108 pages
Book Rating : 4.9/5 (97 download)

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Book Synopsis The Perennial Workforce by : Marva Goldsmith

Download or read book The Perennial Workforce written by Marva Goldsmith and published by . This book was released on 2017-09-16 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: Perennials are enduring or continually recurring -- most notably as plant life -- that tend to come back season after season. This action guide is for Baby Boomers who are ready to bloom, looking for their next adventure, even heartier than the last season.Through engaging examples and self-reflective exercises, this easy-to-read action guide provides retirees and mature workers "a career coach" to help guide their next steps. Your experience culminates with the development of a 7-day action plan that identifies opportunities to: * Fill the gap between retirement income to pay for basic needs * Generate income for fun after retirement * Generate income on the web * Improve that "dusty" resume

A Million Is Not Enough

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Author :
Publisher : Grand Central Publishing
ISBN 13 : 0446511749
Total Pages : 177 pages
Book Rating : 4.4/5 (465 download)

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Book Synopsis A Million Is Not Enough by : Michael Farr

Download or read book A Million Is Not Enough written by Michael Farr and published by Grand Central Publishing. This book was released on 2008-03-05 with total page 177 pages. Available in PDF, EPUB and Kindle. Book excerpt: Will you have over $1 million ready for your retirement? If the answer is no, and this figure sounds totally out of reach, think again. A million dollars isn't what it used to be. The truth is that Baby Boomers, who have enjoyed more abundance and pleasures than any previous generation, need more than a million dollars for a comfortable retirement. And you can achieve this-even if you don't already have a net worth close to a million dollars-by starting now. In A MILLION IS NOT ENOUGH, Michael Farr, one of America's leading financial strategists, shows you that this goal can absolutely be accomplished-no matter what your income bracket. Farr has decades of experience as an investment strategist advising thousands of clients. With this inside information he provides a step-by-step program that includes: STEP 1: Save it...the 25 simple things you can do today to save an extra $300-$500 a monthSTEP 2: Invest it...the techniques all of us can use to demystify investingSTEP 3: Personalize it...investment strategies for readers in their thirties, forties, and fiftiesSTEP 4: Manage and protect it...how to keep investments safe in volatile marketsSTEP 5: Pass it on...creating a legacy for the future This strategy is ambitious, but Michael Farr shows you how painless it can be. Whether you're thirty-five, forty-five, or fifty-five; getting a head start, starting on time, or playing catch-up, A MILLION IS NOT ENOUGH can help you establish the financial security you really need for your retirement years.

Wealth Regeneration at Retirement

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Author :
Publisher :
ISBN 13 : 9781119205395
Total Pages : 165 pages
Book Rating : 4.2/5 (53 download)

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Book Synopsis Wealth Regeneration at Retirement by : Kaycee W. Krysty

Download or read book Wealth Regeneration at Retirement written by Kaycee W. Krysty and published by . This book was released on 2012 with total page 165 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Tailoring a retirement planning strategy for baby boomers' needsTraditional retirement planning approaches fail to meet the needs of affluent baby boomers, particularly those who have been business leaders. There is no "one size fits all" answer for planning for retirement, but few financial advisors accept this reality. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative--wealth management firm Laird Norton Tyee's proprietary discipline, ReGenU--that acts more like a GPS, recalculating the route to retirement--and beyond--for those at the top. Describing ReGenU in a digestible, actionable format, the book provides the framework, tools, and techniques successful baby boomers and their advisors need in order to incorporate this novel approach to planning for a lifetime of leadership and legacy. Packed with learning aids, including graphics/diagrams, worksheets, and exercises, the book is designed to help readers to build their own unique plan that is about more than simply retirement. Presents a proprietary approach to retirement planning that changes seamlessly when times and circumstances change Employs a four component assessment--Where You Are; What You Want; What to Do; and Make It Happen--to ensure continuous feedback, accountability, and measurement of lifetime goals Brings wealth management firm Laird Norton Tyee's retirement planning expertise to readers everywhere Lavishly illustrated and filled with practical advice for wealthy baby boomers and the financial advisors and planners they rely on, Wealth Regeneration at Retirement explains exactly how to build a personalized and sustainable plan for retirement plan no matter where life may lead"--