Retirement Money

It’s time to break the retirement mold and do retirement your way. Whether you want to keep working beyond the traditional retirement years, enjoy a classic retirement playing golf and bridge, go back to school, or start a business, this book offers a clear 7-step roadmap to help you get there and enjoy the journey.

The mission of Tax-Free Millionaires is to empower confident and successful individual investors, who gain financial freedom through knowledge, risk-free practice, and action, to become masters of their own financial destiny, no longer at the mercy of poor financial advice.

No Stone Left Unturned will teach you how to deal with a combination of two of the most significant retirement risks occurring simultaneously and how to use life insurance to neutralize these risks. This is a book for insurance agents, financial advisors, CPAs, and the general public. It will unearth this tax-free privilege so you leverage these benefits.

In Indexed Universal Life Insurance In Action, Sherida L. Stevens demystifies one of personal finance's most versatile and underutilized tools. Whether you're aiming to safeguard your family’s future, build a tax-advantaged retirement, or create generational wealth, this guide will walk you through much of what you need to know about Indexed Universal Life (IUL) insurance.

The Power of Estate Planning for Retirement makes securing a worry-free retirement not just a dream, but an achievable reality. This detailed guide simplifies the complexities of finances, taxes, Social Security, and healthcare, giving you the confidence to plan your retirement with ease.

“Let him appoint officers over the land, and take up the fifth part of the land of Egypt in the seven plenteous years.” THESE were the words of Joseph, the President of the first Life Insurance Company that the world ever saw. Pharaoh had a dream that distracted him. He thought he stood on the banks of the river Nile, and saw coming up out of the river, seven fat, sleek, glossy cows, and they began to browse in the thick grass. Nothing frightful about that. But after them, coming up out of the same river, he saw seven cows that were gaunt and starved, and the worst looking cows that had...

Most people think that life after retirement would mean relaxing on the couch watching TV and doing nothing else. As a result, they stop progressing and they no longer develop their social network, do meaningful activities or keep themselves in good, physical shape. This often leads retirees to ultimate boredom, disappointment and even depression. But what if you began to look at retirement as an opportunity for you to do the things you've always wanted to?

Confused about estate planning or worried about the future? You're not alone. This guide provides clear, actionable steps to secure your assets and ensure your loved ones are cared for—simplifying the process without the legal overwhelm.

Without a Map, Your Financial Future is Lost. This Year, Chart a Course to Lasting Wealth & Security. Are you tired of feeling lost in the maze of family finances? Do you dream of a secure future but aren't sure how to get there? The Family Finance Playbook is your compass, guiding you toward financial freedom and peace of mind.Shatter These Common Myths: "We're not rich, so financial planning is pointless." (Reality: Even small steps lead to big results.) "I'm too young/old to worry about money." (Reality: It's never too early or late to take control.) "Budgeting means sacrificing fun." (...

This comprehensive guide will help you navigate the complex process of end-of-life planning. You will learn what documents you need to keep handy, what important information you need to have written down, and anything you may still have left to do.

Explore the definitive resource for dominating the 401(k) market with Adam J. San Juan's guide, "The Most Honest Book on Prospecting, Selling, and Servicing 401(k) Plans: What I’ve Learned Over 25 Years." With decades of experience, Adam equips financial advisors with essential tools and strategies to excel in this competitive field.

Are you investing with the help of financial advisers, money managers, or bankers? Are you thinking about investing, but you don't know where to start and who to trust in the financial jungle out there? By listening to The Million Dollar Decision, you'll finally discover how to make sure your invested money works for you...and not for the financial industry.

This easy-to-understand, accessible guide is your must-have retirement reference. Discover how to embrace the emotional and psychological issues that accompany leaving the workforce. Understand what must happen to secure lifelong income. Retiring Right demystifies tax and estate planning and makes your healthcare and insurance options clear. Let it help you prepare for the adventure that awaits you beyond the boardroom!

Money success isn't just about knowledge; it's also about action. It's also difficult to teach behavior, even to very intelligent people. Money is frequently presented as a mathematical discipline, with figures and equations guiding our activities (investment, personal budgeting, and commercial decisions). Individuals, on the other hand, do not base their financial decisions on spreadsheets. These judgments are made over dinner or at meetings, where personal experiences, individual perspectives, self-esteem, pride, advertising, and unusual incentives collide. Author Mike Feng Zheng uses ...

During my 20-year career, I have helped more than 4,000 doctors, 3,000 successful small business owners, and many other senior professionals with the strategies contained in this audiobook to reduce their taxes beyond what a typical CPA or an accountant can do for them, almost double their retirement income, and create a substantial inheritance for the family. Ironically, the financial services industry has contributed lots of information (and misinformation) in order to advance its own agenda.

Many people want to protect their assets, secure their family’s future, and gain peace of mind—but the process can seem complex. Estate Planning for Beginners simplifies everything with clear, actionable steps so you can take control.

The FIRE Family: Achieving Financial Independence with Kids A Guide to Raising a Family Without Sacrificing Your Freedom Do you dream of financial independence but feel like raising kids makes it impossible? Think again. The FIRE Family is your roadmap to achieving Financial Independence, Retire Early (FIRE) while raising a family—without extreme sacrifices or unrealistic budgets. Written for parents who want to break free from the paycheck-to-paycheck cycle, this book offers practical, family-focused strategies to save more, invest wisely, and create a life of true freedom.Who Is This ...

We have been conditioned to think a certain way for a long time. Work a nine-to-five job. Set up a 401(k). Work for 40 years and hope things work out. Unfortunately, society has rigged the game against you and made it harder for you to win with your finances. This book will provide you with an alternative way to view your finances and give you the knowledge and insight on what a very small percentage of Americans are currently doing with their money. Most of what is talked about inside this book you won't ever hear your financial adviser or CPA mention to you.

The 10-Minute Millionaire is the comprehensive guide to shoring up retirement funds. With expert insight backed by data, the book provides clear guidance and actionable steps toward fine-tuning your investment strategy and providing for your future. You'll discover how to achieve superior returns by combining income and capital appreciation and how to utilize all available opportunities to make the most of your money. The book covers everything from fixed income and equities to private equity and covered calls, giving you the tools you need to make your money work for you.

Ray Dalio's All-Weather Portfolio is supposed to be able to weather any economic season. Find out how to build your own all-weather portfolio and automate your investment so you can protect yourself against worst-case scenarios. Includes empirical back-testing study from 1925.