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Experienced financial planner and consultant Lance Alston introduces his effective approach to discovering your combined emotional and financial needs. These days we have the whole world at our fingertips, so shouldn't happiness be just as readily available? As more people continue to retire, they are finding themselves in this strange stage of life that has never been better, but it doesn't feel better. In spite of the fact that they may be doing...
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In his entertaining and informative style that has captivated generations, beloved New York Times bestselling author, actor, and financial expert Ben Stein sets the record straight about capitalism in the United States-it is not the "rigged system" young people are led to believe. As he reveals in The Capitalist Code, "Life can be faced by moaning and complaining or it can be faced by study, work, optimism, and faith in the free capitalist system....
24) Your insiders' guide to retirement: the practical guide to transitioning from working to retirement
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friends, or filling them with exciting adventures. The vision is the beginning but getting to that destination requires more steps than people realize. Your Insiders' Guide to Retirement serves as a mentor for retirees and as a guide who has been down this path countless times with a proven system in place. With a combined 75 years of experience in financial services, Troy Daum, RJ Gordon Tudor, and Jeff Poole explore why people are fed up with the...
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GET THE MOST OUT OF MEDICARE
GET YOUR MAXIMUM EARNED BENEFITS FOR YOURSELF AND YOUR FAMILY
Every day, over 10,000 Americans will become eligible for Medicare, but most of us don't even know the basics. When do I enroll? What does it cover? Do I need Part B? You could watch the commercials or reply to direct mail. You could ask your best friend. Or you can take charge of these very important decisions and READ THIS BOOK!
Medicare expert Diane J....
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Investment and personal finance experts Larry Swedroe and Kevin Grogan present comprehensive coverage of important aspects to think about as retirement approaches, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about happiness, and more.
27) Your living trust & estate plan: how to maximize your family's assets and protect your loved ones
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This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and...
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Here is a single-sit read than can change the course of your retirement. Written by Dr. Teresa Ghilarducci, an economics professor, a retirement and savings specialist, and a trustee to two retiree health-care trusts worth over $54 billion, How to Retire with Enough Money cuts through the confusion, misinformation, and bad policy-making that keeps us spending or saving poorly. It begins with acknowledging what a person or household actually needs...
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"From the #1 independent financial advisor in America, ranked three times by Barron's: a guide to making the most of your retirement plans and assuring long-term financial security. Everyone knows that saving for your retirement is important. Yet only half of all eligible Americans contribute to a retirement plan. That's because all plans--including the 401(k), 403(b), 457, and even the IRA--are complicated, confusing, and costly. New York Times...