Retirement Books
Mango Media Purposeful Retirement: How to Bring Happiness and
Book SynopsisRetirement and Good Living“This book is packed with wise advice for anyone staring down the barrel of retirement.” ─Marshall Goldsmith, business educator and New York Times bestselling author.#1 Best Seller in Aging and Volunteer WorkWelcome to your new life of retirement and good living. Welcome to a purposeful retirement.Perfect retirement gift. Are you getting ready to simplify life and move from the world of work to a life of retirement and good living─to enter a happy retirement? Purposeful Retirement is the gift for that special retiree.Hyrum W. Smith, the author of Purposeful Retirement, is an award-winning author, distinguished speaker, and successful businessman. He is one of the original creators of the popular Franklin Day Planner, the former Chairman and CEO of Franklin Covey Co., and the recognized “Father of Time Management”. For four decades Hyrum empowered people to effectively govern their personal and professional lives. In Purposeful Retirement, Hyrum combines wit and enthusiasm with compelling principles that inspire lasting personal change. He encourages you to discover your true passion and try new possibilities. Learn how you can move from your world of work, simplify life, and enter what can be the most satisfying phase of your life─a new world of purposeful retirement.Aging well and a happy retirement. You have had a successful career by almost all measures and now you are concerned about aging well and looking toward a happy retirement. You are definitely not a couch potato. How are you going to create a retirement that is meaningful and inspiring? Can you simplify life? Is there a way to make intelligent and anxiety free retirement planning choices? Can you learn from the lives and experiences of people who have found their pathway to happy retirement? What are their secrets to a happy retirement? If you are a fan of How to Retire Happy, Wild, and Free, you'll love Purposeful Retirement. Trade Review"This book is packed with wise advice for anyone staring down the barrel of retirement. I agree wholeheartedly with Hyrum Smith: you may be retired, but you can still live with meaning, purpose and energy." ─Marshall Goldsmith, executive coach, business educator and New York Times-bestselling author, ranked the number one leadership thinker in the world by Thinkers50 "Hyrum Smith has contributed another wonderful piece of thought leadership! If you are embarking on the retirement journey, this is a must read! Prepare to be challenged to make the most out of these important and meaningful years so that they become the capstone of your life!" ─Sandra Yancey | CEO and Founder, eWomenNetwork, Inc. “Hyrum has hit another home run! With longer lifespans and improved quality of life post-retirement, Hyrum skillfully leads the reader on an exciting journey to a brighter, more meaningful experience in this most rewarding phase of life. A must-read for everyone approaching retirement, and their spouses.” ─Ken Page "Hyrum is really on to something in his new book Purposeful Retirement because Baby Boomers are signing up for Social Security at a rate of 10,000 a day. But many continue to work because 65 is the new 50. In fact, multiple retirements are all the rage. I know because I’ve retired three times and have finally graduated to semi-retired status. Written in a lively and engaging style, there is much wisdom in this book." ─Bob Ulin, Chmn/CEO, Center for Transitional Leadership, Inc.Table of ContentsForeword Get Off My Yard! (The Need For Community) Stupid Confounding Gadgets (The Need For Continuing Education) BINGO! (The Need For Continuous Challenges) How Many Can Fit In Your Golf Cart? (The Need For Family) Turn Up Your Hearing Aid (The Need For Continuous Communication) Kids These Days! (The Need For Mentoring) I'll Give You A Quarter (The Need To Die Broke) Back In My Day. . . (The Need To Share A Legacy)
£13.49
American Bar Association ABA/AARP Get the Most Out of Retirement:
Book SynopsisHow to Get the Most Out of Your Retirement. Whether you're planning for or already living in retirement, there's a lot that goes into making the most of every day. From crafting a budget and managing your money to last a lifetime to simplifying your life so you can really focus on what you want to do next, Get the Most Out of Your Retirement walks you through the process. You'll get step-by-step, practical tips to: *Nurture new and old relationships *Find meaning through volunteer and work opportunities*Take classes and pursue hobbies*Decide where to live*Retire abroad*Get organized and clean out the clutter*Stay within your budget*Simplify the legal paperwork*Live healthfully*And more! Our generation has decades of [bonus] years ahead that our parents didn't have. This is the one book you'll need not just to manage the business of life wisely but to make your retirement rich with health, happiness, and meaning. Sally Balch Hurme is author of the bestselling Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes as well as Checklist for Family Survivors, the 2015 Grand APEX Award winner, and Checklist for Family Caregivers. A lawyer with more than 20 years of experience advocating for people 50-plus and helping them understand complex issues, she recently retired and shares her professional expertise and personal experience in this newest book in her Checklist series.Table of ContentsTable of Contents CHAPTER 1 Ready...Set...Retire *Reflect on the broad strokes of your life up to now*Take stock of who you are*Peek ahead*Reimagine your life*Think outside your box*Chose how you spend your time*Be connected*Get going*Stay centered*Expect the unexpected*Keep talking*Get organized*Revel in unstructured time*Continue to be a vital member of your community*Plan for Plan B CHAPTER 2 Adjust to Changing Relationships *Prepare your work for your departure*Coordinate with your spouse on retirement plans and activities*Maintainand enhanceyour current relationships*Grow new relationships*Nourish caregiving relationships*Understand the scope and limits of legal relationships CHAPTER 3 Get Organized and Clean Out the Clutter *Record basic facts about yourself*Pull together important papers*Know how long to keep records*Take care of special possessions*Get rid of what you don't need*Tally your income and expenses CHAPTER 4 Build a Retirement Team *Touch base with your employer's human relations department*Keep track of all who provide personal services*Develop your roster of health professionals *Know the different types of financial professionals*Rely on a team of insurance agents*Find the right legal professionals CHAPTER 5 Welcome Your New Adventures *Find or expand volunteer opportunities*Learn something new*Make a travel bucket list*Work your way into a new job*Start your own business CHAPTER 6 Decide Where to Live *Check to make sure my home is safe*Compare the livability of the communities you are considering*Determine what's important about where you live*Consider dividing your time between two locations*Investigate villages" in your community*Explore if an active living community is right for you*See if a Continuing Care Retirement Community (CCRC) is what you want*Understand what is and isn't provided in an assisted living facility *Look into skilled nursing facilities*Understand the differences in how property can be titled*Be prepared for emergencies CHAPTER 7 Retiring Abroad *Set your priorities *Narrow down ideal retirement destinations *Ask the embassy about residency requirements*Figure out how you'll manage your finances*Consider how to handle your legal affairs*Check access to and coverage for health care *Get prepared to leave CHAPTER 8 Take Control of Financial Matters *Organize information about how you bank*Review how financial accounts are titled*Check to make sure your savings bonds are still a sound investment*Keep original documents that are valuable or irreplaceable in a safe deposit box*Make sure your investments match your investment objectives *Pay attention to investment fees and expenses*Document the terms of any personal loans *List credit and debit cards*Recognize the signs of scams and financial exploitation CHAPTER 9 Manage Retirement Accounts/Benefits *Document your retirement plans and know the withdrawal rules*Track down all pension benefits*Understand Social Security benefits and how to navigate the system*Check out the benefits available to veterans and their caregivers CHAPTER 10 Insure a Good Retirement *Locate all insurance policies*Go over the terms of all insurance policies*Update the beneficiaries on life insurance policies*Review your health, disability, and Medicare insurance options*Review insurance coverage for residences*Keep vehicle insurance current*Consider long-term care insurance CHAPTER 11 Deal with Legal Matters *Document your health care preferences *Prepare an organ donor card*Plan the disposition of your body*Plan your funeral*Consider options for paying for your funeral*Know your veterans' burial benefits *Create or review your estate plan*Identify a source of funding to close your estate*Select an agent to manage your financial affairs*Discuss your advance planning with those who need to know CHAPTER 12 Take Care of Yourself *Exercise to stay strong*Eat the good (for you) stuff*Keep up your spirits*Take advantage of preventive services*Carry with you a personal medication record*Know your family medical history
£14.24
Nova Science Publishers Inc 401(k) Plans: Protection Issues for Forced
Book Synopsis
£131.19
American Bar Association The Discerning Investor: Personal Portfolio
Book SynopsisWinner of the 2023 EIFLE (Excellence in Financial Literacy Education) Award for Adults’ Book of the Year: Investing & Retirement Planning “A clear, concise, and wise guide to retirement planning.” – Kirkus ReviewsThe Discerning Investor addresses the critical time in your investor life cycle: your transition into retirement. Never having retired before, you may continue managing your investments as you did in your 40s and 50s, not realizing that handling finances in retirement calls for a completely different approach, one that secures 30 years with no paycheck. The Discerning Investor lays out the framework for conceptualizing a retirement portfolio, with an emphasis on anticipating and thus avoiding mistakes such as misjudging risk. Part I of the book starts with basic principles, introducing personal portfolio management and examining how to manage uncertainty, which is part of every investor's life.Part II focuses on the “personal” part of portfolio management, helping you understand your “numbers” and needs, including how to calculate your retirement income gap, how to judge the source of cash flow to fuel withdrawals, how to project future needs and how to set investment objectives and monitor progress.Part III provides insights and tools for understanding the experts who offer retirement portfolio management services, as well as for comparing firms based on their service models, with a special focus on conflicts of interest that get in the way of unbiased advice. The author’s unique perspective and expertise are particularly apparent in her detailed overview of Form CRS, a disclosure document mandated by the SEC that was rolled out in June 2020. Form CRS can help you to quickly grasp what your client experience might be like with a given brokerage or investment advisory firm.Part IV returns to personalization and offers self-assessment tools to help you flesh out your investment strategy and move from planning to action. An innovative assessment tool (Know Your Representative Rule), modeled on the brokerage industry’s Know Your Customer Rule, helps you put things into perspective based on your own personal views.The Discerning Investor gives you insights and a framework upon which to shape your own way of managing your retirement portfolio. Kirkus Reviews concludes: “Jason’s presentation is intellectually rigorous—instead of self-help-style nostrums, she furnishes concrete, actionable advice substantiated with empirical data. Moreover, despite necessary excursions into technicality, this is a thoroughly readable book that will be entirely accessible to those with a limited understanding of investment strategy.“Another of its virtues is that it never dispenses hyperbolic promises and unflinchingly confronts the reality of risk: ‘In my experience, the most satisfied investors are those who embrace the investor’s dilemma, understanding that risk (uncertainty) and reward (high returns) are forever and always intertwined.’ “Overall, this is an impressively informative book that attests to the author’s 30-plus years of experience in the financial industry.”Trade Review"Jason’s presentation is intellectually rigorous—instead of self-help-style nostrums, she furnishes concrete, actionable advice substantiated with empirical data. Moreover, despite necessary excursions into technicality, this is a thoroughly readable book that will be entirely accessible to those with a limited understanding of investment strategy. Another of its virtues is that it never dispenses hyperbolic promises and unflinchingly confronts the reality of risk: “In my experience, the most satisfied investors are those who embrace the investor’s dilemma, understanding that risk (uncertainty) and reward (high returns) are forever and always intertwined.” Overall, this is an impressively informative book that attests to the author’s 30-plus years of experience in the financial industry. . . The book concludes with self-assessment tools to build a synopsis of one’s financial health and future aspirations, and it’s a lucid, concise questionnaire that, in itself, makes this volume a worthwhile resource. ”Kirkus Reviews “Retirement is frightening, especially for those of us near—or at—retirement age, on at least three levels—it presages a potentially dramatic change in the remainder of our lives, it requires us to confront the last, or terminal, phase of our existence and, for attorneys, it forces us to recognize that we have been procrastinating about this critical subject for most of our professional lives. Now, there is a solution. Instead of continuing to procrastinate, read Julie Jason’s excellent guide, The Discerning Investor. Written with true insight, understanding and an overarching goal of helping lawyers and their clients confront a difficult topic, this book provides a wealth of information in a readable, understandable and useful format that will warm the hearts of all lawyer-procrastinators. If you read one book on retirement, this is the one, and you should read it now!”Harvey L. Pitt, former SEC Chairman;CEO of Global Business Consultancy, Kalorama Partners, LLC “As a consultant to law firms, I can give it to you straight: You’ve had a successful law career and you’ve built your nest egg. Don’t screw it up in retirement. Read The Discerning Investor for its valuable tools to help organize priorities and focus those priorities on actionable steps. Julie has her own distinct conversational voice and way of making complex concepts come alive. The tone is very direct and devoid of ‘investment-speak,’ i.e., no jargon. Every partner of every large law firm should not only read The Discerning Investor for his or her own benefit, but also provide a copy to every new partner and associate.”Peter Giuliani, Career law firm business consultant, Partner, Smock Law Firm Consultants (smocklawfirmconsultants.com).Author of Passing the Torch Without Getting Burned, ABA, 2013 “As an investment management lawyer representing investment advisers and broker-dealers servicing primarily retail investors, I have seen it all. From overreaching sales practices and unfair marketing to outright fraud. The Discerning Investor lays out the law governing the investment advice industry and will help you make one of the most difficult decisions in your life—selecting a financial institution and financial adviser to help with your investments.”Max Schatzow, Esq.,Co-founder & Partner of RIA Lawyers, LLC “As former Wall Street litigation counsel to a major broker-dealer, arbitrator, and mediator, and a life-long investor, I recommend Julie Jason’s book to lawyers who are approaching retirement. If you are—or wish to be—a ‘discerning’ investor in your retirement, this book will serve you well.”Richard P. Ryder, Esq., Founder,Securities Arbitration Commentator, Inc. “Julie Jason’s The Discerning Investor offers solid advice for retirees and pre-retirees. Julie takes much of the mystery out of personal portfolio management and helps the reader understand many of the mechanics without complexity.”Russell L. Abrahms, CPA, CPA to highly successful individuals, families and businesses for more than 25 years “Who would benefit from reading The Discerning Investor? A lawyer who wants to enjoy retirement having accumulated wealth the hard way, by working at it. There is more involved than meets the eye. It’s more than picking stocks. It’s more than working with a broker. Creating cash flow to support a lifestyle takes some time to organize. Strategy needs to be set (Chapter 7 is an eye-opener). Monitoring needs to follow. Choosing investment advisers takes some knowledge and due diligence. Freedom from conflicts of interest becomes more important. All of these factors come together in Julie Jason’s The Discerning Investor, culminating in my two favorite chapters. Chapter 14 introduces an innovative “Know Your Representative Rule.” Chapter 15 takes readers through a creative self-assessment leading to getting to know yourself better as a retirement investor. Who should read this book? I can’t think of any lawyer, young or old, who wouldn’t benefit.”Manny Bernardo (retired attorney), Former Director of Employee Benefits Tax Services for Deloitte & Touche Tristate,Benefits Specialist Attorney, and Human Resources Benefits Executive “As lawyers, we are always so busy keeping our clients on the straight and narrow that we sometimes neglect to tend our own gardens. Every good lawyer knows only too well what he or she does not know. We would never think to help our clients choose investments for their portfolios, as there are other professionals who specialize in that. But sometimes our clients want us to make recommendations. How do you pick the right investment professionals for your clients, or yourself? Too many of us rely on country club cronies, college classmates, people we meet at the gym, or (increasingly) online profiles we stumble across on social media, without even knowing if anyone’s financial future should be trusted to them. Hats off to Julie Jason for finally demystifying the process of selecting an investment adviser, using new SEC Form CRS as a guide. The Discerning Investor will help you look beyond a professional’s veneer and ferret out what is important that will help you or your client determine if he or she is the right fit. Any lawyer familiar with business due diligence will savor this book.”Cliff Ennico, lawyer, nationally syndicated columnist and author of 16 books, including The Crowdfunding Handbook (HarperCollins 2016) “In The Discerning Investor, Julie Jason helps readers cut through the noise and hazards of investing and retirement planning. The issue for many is that we are overloaded with news of each day’s market fluctuations and experts’ opinions on how the day’s economic and political events contributed. Julie Jason explains why smart investors take a steady, measured, long term approach. She walks us through important decisions and identifies pitfalls that can cause us to veer off course. For those interested in ways to measure portfolio composition and performance, she explains analytical tools professionals use. She lucidly describes the proper role and responsibility of financial advisers and provides a guide for finding the right financial firm and individual. It is never too early to think about retirement planning. The Discerning Investor is a road map to long term retirement planning success that everyone should read.”Clifford Alexander, Partner, K&L Gates “Julie Jason’s The Discerning Investor meticulously explains the various issues that must be considered when formulating a successful financial retirement plan. From identifying one’s goal to the various options for achieving those goals, Julie has clearly articulated what one must consider with or without a financial advisor. For the uninformed, her words are informative when deciding whether or not they need a financial adviser and, if one is needed, what one should expect from an adviser upon which great reliance and trust will lie.”Jay Sandak, Partner, Carmody, Torrance, Sandak & Hennessey LLP “Selecting the right financial professional can be challenging, but new SEC disclosures are now available. Julie Jason uses her extensive knowledge and experience to highlight the key topics and questions to bring up when meeting with a current or prospective financial professional. This book provides you with the framework for determining whether that professional is right for you, or is someone you should avoid.”Charles Rotblut, CFA, V.P., American Association of Individual Investors, Editor of the AAII Journal, Author of Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio (Traders Press 2010) “Preparation helps avoid pitfalls. Julie Jason offers the reader a dose of “virtual valium” through stock market history and practical recommendations to help stop the nervous investor from allowing their emotions to become their retirement portfolio’s worst enemy.”Sam Stovall, Chief Investment Strategist, CFRA Research, Author of The Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market (McGraw-Hill Education 2009)
£40.84
Advantage Media Group The Currency of Time: A Three Bucket Approach To
Book SynopsisWhat if you could do what you’re passionate about and achieve work-life balance? What if you were relieved of the pressure to have some massive amount saved? Retiring while you work is possible no matter your level of wealth. In his book, The Currency of Time, author David Adams introduces his three buckets of life approach to create fluid life financial plans, not emergency retirement quitting plans. Using the three buckets approach will help you feel more free, joyful, and fulfilled. We can all find joy in the journey of life while still satisfying our ambitions, goals, health, and personal and spiritual lives. Adams teaches us that if we learn to prioritize living life while also planning for the future, we can find the kind of work-life balance that fuels dreams.
£15.29
Advantage Media Group It's Your Wealth-Keep It: The Definitive Guide to
Book SynopsisNO ONE MAGIC HAMMER Keeping your wealth doesn’t mean using one tool—one financial product—to solve every problem. In It’s Your Wealth—Keep It: The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth, John Smallwood shares how financial plans should have seven fundamental goals: 1. Reduce taxes by taking advantage of all deductions. 2. Reduce risk by limiting volatility with diversified asset classes and types of stocks. 3. Reduce fees and costs by identifying and dealing with leaks in your plan. 4. Increase your savings rate to 15 percent or more of your income and have half your annual income in liquid savings for immediate access. 5. Increase your retirement income by maximizing participation in company retirement plans and having whole life insurance. 6. Put more benefits and protection around your wealth by maximizing life, disability, long-term care, and other types of coverage. 7. Pass more money on to the family by employing wills and trusts. Once developed, your plan should be reviewed and updated on an annual basis to ensure a more predictable financial future. It’s a long-term approach to wealth creation and preservation that meets your demands, desires, and needs in a continually changing economic environment.
£16.14
Advantage Media Group Shaping Change: How To Respond When Life Disrupts Your Retirement Plan
Book SynopsisUniting the human and the financial. There’s no such thing as a purely financial decision; the human element must also be considered. Financial visionaries Ross Marino and Susan Bradley unravel the retirement planning puzzle in a unique voice that empowers readers with the necessary skills to emerge as happier, more secure individuals. Shaping Change employs an easy-to-understand approach to help navigate life transitions. You’ll learn to: • Become more comfortable, productive, and successful with your financial planning. • Future-proof your financial future with consumable, relatable content. • Implement training platform groundwork, which can turn financial advisors into financial transitionists. Shape your personal financial trajectory with real-world guidance from renowned financial transitionists. Don’t be fearful of change. Welcome it as opportunity.
£12.59
Advantage Media Group Don't Run Out of Money in Retirement: How to
Book SynopsisAllen Harris, founder of Berkshire Money Management, has helped hundreds of families build steadily toward retirement success, skillfully guiding them through the best of times and the worst. In his decades-long career, Allen has navigated both calm and stormy waters, helping clients make the most of investment opportunities while protecting their portfolios in challenging times. Together they have confronted the bears and run with the bulls: Allen is a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Through the years, he and his colleagues have kept families and business owners on course to reaching their retirement dreams. During his career, Harris also founded a highly successful financial newsletter, worked at Smith Barney (now Morgan Stanley), and was chief investment officer of a boutique advisory firm. He previously authored Build It, Sell It, Profit: Taking Care of Business Today to Get Top Dollar When You Retire.
£18.89
Advantage Media Group The Money & Meaning Journey: A Guide to Clarity,
Book Synopsis“I’ve had a successful career, and I’m financially comfortable—but it still seems like something is missing.”You’re not alone. Jeff Bernier has seen countless people in this situation—they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams.This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you’ll read about risk management, retirement planning, investments—but more importantly, you’ll receive guidance on discovering the larger, more significant purpose that all of these subjects serve.This is a new kind of finance book: one that doesn’t separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life’s meaning.
£21.24
Advantage Media Group, Inc. Victory Lap
Book Synopsis
£19.79
Advantage Media Group Bonfire of the Sanities: Reset Your Retirement
Book SynopsisThe year 2020 brought about dramatic changes that have impacted the U.S. and the entire world, affecting different areas of our lives from financial markets, freedoms, fuels, and the future. The retirement landscape in particular is continuously evolving, and retirement portfolios must be managed effectively to avoid losses and recognize opportunities.Investors can no longer rely solely on computer-simulated allocations or robo-advisors that use algorithms to direct allocations. The current economic environment requires ongoing monitoring of changes to an investor's needs and the external environment.In Bonfire of the Sanities, author and retirement advisor David Wright outlines the unfolding economic landscape and the increasing regulatory changes to teach you how to identify the various paths available for retirement investments, implement risk-limiting tools to protect yourself from sudden surprises, recognize new initiatives or regulations early and take advantage of them, control what you can and actively watch your finances, and find the correct professional to oversee retirement portfolios or implement risk-limiting tools to take advantage of high-potential investments while protecting your accounts. Investors must be vigilant to recognize shifts, more so now than ever before, and actively manage their portfolios to avoid losses and recognize opportunities.
£21.24
Advantage Media Group The Capitalized Retirement
Book SynopsisAs someone who has been advising clients in the financial services industry since 1999, Matthew Johnson knows what he is talking about. For over two decades, Johnson has practiced the discipline of putting his clients firsta belief he inherited from his father who was also a financial advisor. Johnson knows how challenging the prospect of retirement can be for many individuals. And in The Capitalized Retirement he takes on the role of a personal advisor and walks readers through several practical ways they can maximize their retirement savings. The key is to switch from growth-oriented to income-oriented investment strategies.The number one fear most retirees face is whether they will have enough money saved for retirement. With the average life expectancy on the rise, retirees are now asking themselves this frightening question: Will I outlive my retirement? In The Capitalized Retirement Matthew Johnson shares practical insights from his several de
£21.24
Morgan James Publishing llc You Got This!: Your Million Dollar Path to
Book SynopsisYou Got This is a simple playbook for achieving successful retirement. There are 10,000 people retiring every day. Many of them are not prepared to shoulder the financial reality of what it takes to live comfortably in retirement. They do not have a plan, nor do they know what steps to take to build a plan. Retirement planning in today’s volatile world is completely different than past generations and people need practical insights to navigate the right path to achieve their retirement goals. Scott and Jill Carter use their personal stories and expertise to encourage those approaching retirement and help both individuals and working couples get started on a step-by-step plan to achieve financial freedom. It answers the most important questions: how much retirement costs and how to pay for it. Take the fear out of retirement and achieve the secure, comfortable retirement lifestyle you deserve!
£14.39
Morgan James Publishing llc Your Insiders’ Guide to Retirement: The Practical
Book SynopsisYour Insiders’ Guide to Retirement sheds surprising light on the necessary financial planning for a secure retirement. Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and 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 scandals of Wall Street, Brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan—and how they, too, can follow the path to an amazing retirement journey.
£12.34
Morgan James Publishing llc Your Insiders’ Guide to Retirement: The Practical
Book SynopsisYour Insiders’ Guide to Retirement sheds surprising light on the necessary financial planning for a secure retirement. Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and 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 scandals of Wall Street, Brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan—and how they, too, can follow the path to an amazing retirement journey.
£14.39
Rockridge Press Keys to a Successful Retirement: Staying Happy,
Book Synopsis
£12.34
Rockridge Press Start Your F.I.R.E. (Financial Independence
Book Synopsis
£12.59
Harvard Business Review Press HBR Guide to Designing Your Retirement
Book SynopsisSet yourself up for a successful transition.Retirement is perhaps the greatest and most deeply personal career transition you'll ever make. Will you switch gears, slow down, or stop work entirely? Will you have the money, the good health, and the companionship you need to enjoy it?The HBR Guide to Designing Your Retirement provides the practical tips, research, stories, and advice you need to take stock of your skills and interests and define retirement for yourself.You'll learn how to: Assess your readiness to make the transition Craft a plan to slow your pace—or stop working altogether Experiment with possible future selves Find new ways to apply old skills Communicate your plan to key partners Bridge your old identity to your new one Stay connected Arm yourself with the advice you need to succeed on the job, with the most trusted brand in business. Packed with how-to essentials from leading experts, the HBR Guides provide smart answers to your most pressing work challenges.Trade Review"What sets this retirement guide apart from others is the perspectives brought by the contributing writers. In addition to presenting case histories and addressing the best ways to assess your life goals and financial needs, the authors discuss specific steps to help you think about encore careers in coaching, consulting or teaching; practical tips for coping with different stresses; and how to view the career you're leaving as a period of "preretirement" to help you evaluate what comes next." — The Wall Street Journal
£13.29
Permuted Press Its the Income Stupid
Book Synopsis
£18.00
Morgan James Publishing llc Retirement: Your New Beginning: Leveraging Over
Book SynopsisHelping someone plan for retirement is a very personal process. Having retired over 1000 individuals, Sid Miramontes has learned quite a few things along the way. Some situations are similar for each person, but others are totally unique to each individual—the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts, helping simplify the process of retirement with client stories that will help the reader visualize their own retirement along with valuable tips of the do’s and don’t’s.
£12.34
Morgan James Publishing llc Ready to Pull the Retirement Trigger?: Your
Book SynopsisReady To Pull The Retirement Trigger? Many want to retire early...slow down a bit...enjoy their life, their spouse and grandkids. But what if there is a major health issue? Or what if they run out of money? There are many issues facing people as they consider retirement. Where can they turn for answers they can trust? There are no do-overs in retirement. People need a path. They need a strategy. They need a guide. Ready To Pull the Retirement Trigger will arm anyone entering the retirement stage with the essential knowledge to create a strategic plan so they can retire with confidence.
£10.44
Morgan James Publishing llc Playing the Game: Create Your Legacy and Preserve
Book SynopsisPersonal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly—or if it is not realized a game is being played—one’s fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.Trade ReviewThere are a lot of people who really need to read this book. It is an easy, non-technical read that uses lots of entertaining analogies, but it gets across to readers some of the most important principles of financial, retirement and estate planning. While some of these might sound simple, that should not be construed as minimizing their importance. You will not succeed in transferring your wealth to your heirs if you don’t assimilate and adhere to many of these principles. The mere fact that you have accumulated wealth won’t insure descendants are financially secure. The book explains some of the steps that form a foundation of a viable plan to transition wealth. You will need to properly use legal, tax, accounting, and strategic planning techniques. This will require a team-oriented approach to planning. In the game of wealth transfer putting the right team together is critical. Getting the right players is a key to winning the game of wealth transfer. The author shares many aspects of his personal planning. One incredible insight is that he and his wife have planned to make sure that the survivor of him and his wife is left with monetary and advisor resources. BRILLIANT! Proper planning is essential if all you have is a modest home, or even if you are worth billions. Too often those with lesser wealth mistakenly believe they do not have enough net worth to plan. Terrible mistake! Too often those of substantial means presume that they have no financial worries. While wealth can permit less stringencies, if the goal is to maximize wealth transfers to the next generation, planning is critical even at significant levels of wealth. Not being prepared, not heeding this lessons in this book, can have dire consequences. If you don’t want that to be your legacy, take the lessons of this book seriously. One caution is in order. The Tax Cut Jobs Act of 2017 made significant changes to estate and tax planning and this book was completed before that law. So be mindful that some planning will have to change. -Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
£12.34
Morgan James Publishing llc The Protection with Power: What Financial
Book SynopsisThe Protection with Power shows those approaching or amid retirement that investing is simpler than their broker wants them to believe. Once they get past the myths and misconceptions in the market, readers see that there are only three things they can do with their money. Written in clear and understandable language, The Protection with Power takes pre-retirees and retirees behind the financial industry’s curtain, revealing that the broker’s “expertise” they’re paying for isn’t so great and powerful after all. Readers learn how they can participate in the market more safely, without the need to “trust” a broker or pay high broker fees.
£12.34
Morgan James Publishing llc Rock Retirement: A Simple Guide to Help You Take
Book SynopsisRock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow.
£12.34
Morgan James Publishing llc There's More to Financial Planning Than Financial
Book SynopsisThere’s More to Financial Planning than Financial Planning doesn’t simply cover the obvious topics in personal finance. Brian Zeek and Dee Dee Brooks present a comprehensive picture of financial planning that includes everything from car insurance to the ins and outs of a home mortgage to health insurance and the lesser-known benefits of life insurance—and shows how so many people leave tens of thousands of dollars on the table by not tending to these crucial issues. With an intuitive, one-topic-at-a-time layout, There’s More to Financial Planning than Financial Planning makes a resounding case for a smarter, and genuinely comprehensive approach, to building a watertight financial plan.
£9.49
Morgan James Publishing llc You Got This!: Your Million Dollar Path to
Book SynopsisYou Got This is a simple playbook for achieving successful retirement. There are 10,000 people retiring every day. Many of them are not prepared to shoulder the financial reality of what it takes to live comfortably in retirement. They do not have a plan, nor do they know what steps to take to build a plan. Retirement planning in today’s volatile world is completely different than past generations and people need practical insights to navigate the right path to achieve their retirement goals. Scott and Jill Carter use their personal stories and expertise to encourage those approaching retirement and help both individuals and working couples get started on a step-by-step plan to achieve financial freedom. It answers the most important questions: how much retirement costs and how to pay for it. Take the fear out of retirement and achieve the secure, comfortable retirement lifestyle you deserve!
£10.44
Regnery Capital Where's My Money?: Secrets to Getting the Most
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£16.99
Regnery Publishing Retirement Watch: The Essential Guide to Retiring
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£15.99
Regnery Publishing Inc Medicare Survival Guide Advanced: Basics and
Book SynopsisWhat You Don't Know Will Hurt You!Turning 65 in America is a milestone and one of the markers is enrolling in Medicare. But the system is so complicated, and there is a lot of false information out there. In Toni King's Medicare Survival Guide Advanced: Basics and Beyond, Toni gives you the critical steps you need to enroll in Medicare properly. Toni shares various situations that she has experienced with her many clients during Medicare consultations, and gives you the information and tools you need to enroll on time to avoid the "famous" Medicare Part B and D penalties. Medicare Survival Guide Advanced helps you understand Medicare step by step... Learn How to Enroll the Correct Way • Still Working Past 65 • Turning 65 • VA Benefits • Laid-off or Retiring What Medicare Option Is Best for You • Medicare Supplement vs. Advantage • Losing Retirement Benefits How to Avoid • The Donut Hole • Part B Penalties • Part D IRMAA Penalties If you are enrolling in Medicare and are confused by the commercials and telemarketers, or from the information that well-meaning friends or family members give, let Toni guide you through the maze of Medicare.
£18.00
Advisor's Academy Press Three Blind Mice: How Today's Financial Planning
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£22.06
Advisor's Academy Press Your Retirement Playbook: Ohio's Guide to
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£16.96
Parallel Publishers Crow's Feet: Life As We Age
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£7.49
Paul Harper Publishing Reinventing the Financial Advice Profession: From
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£14.24
ECW Press The Rule of 30: A Better Way to Save for
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£20.21
Paxton S. Finnegan Hunting Purple Elephants: A 7-Step, 7-Week Plan
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£20.89
John Hunt Bedtime Stories for Elders What Fairy Tales Can
Book SynopsisStories of meaning, magic, healing and transformation for enlightened elders - wisdom tales for a new vision of aging.
£15.09
Octopus Publishing Group The Retirement Handbook: A Guide to Making the
Book SynopsisThis is just the beginning… Retirement is a fresh chapter, another adventure and permission to try something new. It’s also a great time to take care of your health, your money and your everyday happiness. This is the essential guide to your new life of opportunity, relaxation and enjoyment, whether you’re in need of inspiration for holidays and hobbies or advice on staying active, mentally sharp and emotionally fulfilled. Practical, insightful and enlivening, these ideas are perfect for any newcomer to full-time freedom.
£8.99
Practical Inspiration Publishing The Beginning of the End: A practical guide to
Book Synopsis***BUSINESS BOOK AWARDS 2021 SHORTLISTED TITLE***It’s never too early to start thinking about how you’re going to exit your business.The Beginning of the End guides you step by step through thinking about your options and preparing both mentally and financially, to setting up your business to sell as simply and profitably as possible. As you discover more about your business’s potential, you may decide to take an alternative route to retirement – fretirement, retiring from your business without selling it. This book helps you to consider all your options.Dr Terri Bourne, entrepreneurship expert and business owner for over 20 years, shares her experience and insights to assist business owners in successful retirement and exit planning.Trade ReviewAs a business owner that is “winding down” I got enormous value from reading this supportive and insightful guideHere is an easy but compelling read that takes you by the hand and leads you through the vital questions you must ask yourself to decide on your best move.You will learn things about yourself, and what work really means to you. Then you can explore what each option really means to you and some intriguing possibilities for your future.Whatever you choose you will find useful tips and support to make it happen * Amazon.co.uk *Table of ContentsPreface................................................................................ v Introduction.....................................................................vii Phase One: Analysing your options........................... 1 Chapter One – Key questions to consider.......................3 Chapter Two – Factors influencing your decision to sell..31 Phase Two: Preparing to sell your business ............ 51 Chapter Three – SWOT to sell........................................53 Phase Three: Assessing finances............................... 75 Chapter Four – Business finance....................................77 Chapter Five – Personal finance.....................................95 Phase Four: Organizing your processes................. 119 Chapter Six – Streamlining your systems...................121 Chapter Seven – The Three Folder System ................131 Phase Five: Making a decision............................... 159 Chapter Eight – To sell…..............................................161 Chapter Nine – …Not to sell........................................175 Conclusion......................................................................199
£11.69
Practical Inspiration Publishing What Next
Book Synopsis''I highly recommend this book for anyone who is seeking to embrace the power and potential of the new life stage of redefinition.' - Berit Lewis, Author of Ageing Upwards So, you're leaving work: what's next for you? As part of the first generation of women who were told they could have it all', you've striven to succeed both in and out of work to achieve status and feel valued, to have had a rewarding and fulfi lling life and career. But once you leave work, what next? How will you fill your time in a way that has purpose and meaning, and how will you keep the sense of being relevant and valued? Jane Moffett will help you understand yourself better, and expand your thinking to open up new opportunities, and new ways of finding purpose in life. By determining what it is you need and want, and focusing on where you can get it, you can design your own unique map for the future and embrace this life stage! As an executive coach, trainer and facilitator, Jane Moffett has 30 years of experience working with women at key points of change in their lives where the professional and the personal intersect. She writes and publishes regularly in this area and is a member of staff at the Henley Business School's Coaching Centre, and regularly attends meetings of the Women and Work All Party Parliamentary Group (APPG).
£21.24
Sacristy Press A New Lease of Life?: Anglican Clergy Reflect on
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£17.99
Octopus Publishing Group Growing Old Doesn't Mean Growing Up: Hilarious
Book SynopsisSee the funny side of ageing with this collection of amusing observations, silly suggestions and humorous illustrations – the perfect gift for any birthday girl or boy with more than a few candles on their cake So you’re a little bit older. So what? Just because you’re getting on a bit doesn’t mean you have to start acting ancient. The universe is over 13 billion years old, and you’re probably nowhere near that yet – well, not quite anyway. Frankly, it’s never too early to start enjoying your second childhood, to stop taking life so seriously and to start acting a bit silly again. This book will be your go-to guide for inspiration and merriment while clocking up birthdays like they’re going out of fashion. Across these pages, you’ll find all kinds of wild recommendations and questionable advice, including: Things it’s never too late to do Grown-up and less grown-up ways to behave at work How to keep up with modern technology Ways you can blend in with younger people Things you can have tantrums about as you get older So forget the creaking joints or fleeing follicles and embrace the opportunities for mischief and mirth – after all, growing old doesn’t mean growing up!
£7.59
Harriman House Publishing Retire Often
Book SynopsisRetire Often is your guide to unlocking a life of freedom and fulfilment, without sacrificing ambition or career progress.
£14.44
Octopus Publishing Group Officially Retired: Hilarious Quips and Quotes to
Book SynopsisCheers to retirement! Embrace the joy and laughter of your newfound freedom with Officially Retired. This hilarious collection of quotes and quips is the perfect companion for anyone navigating the adventures of post-nine-to-five life.Celebrate surviving the nine to five with this hilarious collection of quotes, quips and statements Congratulations, you''ve retired! It''s time to celebrate your freedom. Whether you have grand plans to travel the world or want to move into the slow lane, you can now enjoy trading in the work grind for doing whatever you want to do. Make the most of all your new free time withOfficially Retired,a funny book of quotes, quips and statements on the joys and tribulations of retirement. In this delightful little book, you will find witty observations on all aspects of retirement, including: - Embracing sleeping in and banishing the alarm clock - The challenges of keeping up with technology - The fleeing hair follicles - Being the only person happy on a Monday Perfect for anyone who wants to find humor in their golden years, or as a gift for someone about to escape the rat race, this little book is here to provide laughter and fun during your seven-day weekends. It''s time to put your feet up, relax and enjoy this side-splitting little book.
£6.64
Octopus Publishing Group The Retirement Crossword Puzzle Book
Book SynopsisTest your knowledge, stimulate your mind and enjoy your retirement with this refreshing collection of over 100 crossword puzzlesWelcome to your retirement! You''ve earned your freedom and now you have the time, the knowledge and this book to start solving entertaining, creative and clever crossword puzzles.With more than 100 crossword puzzles of varying difficulty, plus clues and solutions, this activity book will help to keep your mind active as you enjoy your retirement.Topics span across subjects, from Sport to Music to History and beyond, offering the perfect way to spend your new-found free time.With this stress-busting large-print compendium, not only will you be exercising your critical thinking skills, increasing your knowledge base and improving your memory, but you''ll also be saving your eyes!Whether you''re a recent retiree, approaching the big day or have been enjoying your freedom for years, you''ll discover a challenge, a
£9.89
Octopus Publishing Group The Little Instruction Book for Seniors
Book SynopsisAge is just a number, but it's also an excuse to have some good-natured fun; this hilarious survival guide for seniors will show you how to age disgracefully. Full of senior sagacity and elderly erudition, this hilarious survival guide is on hand to show you that it really is the life in your years that counts Now that you're a senior, you'll come to realize that there is nothing that can't be fixed by a quick trip to the garden center, that your 'bad back' will reliably get you out of any tricky situation and that it's now socially acceptable to call anyone younger than you 'Dear' rather than remember their actual name. In other words, now the real fun begins! Encouraging you to laugh, embrace life and enjoy the ride, the pearls of wisdom in this no-nonsense handbook will guide you through all the pleasures and pitfalls of your latter years. Filled with original illustrations and tongue-in-cheek advice on how to keep those g
£8.54
Canterbury Press Norwich The Contented Life: Spirituality and the Gift of Years
Book SynopsisAs a new bishop, Robert Atwell responded to a direct challenge from older church members, who usually make up the biggest majority in any congregation. Why, they asked, was there always so much for the young; what was there for them? This book grew out of his response. A series of talks he gave on the spirituality of growing older and the gifts that wait to be discovered generated an unprecedented response, not only throughout the diocese, but on blogs and websites around the world. 60 really is the new 40 for increasing numbers of people. The retired are a huge consumer category, increasingly recognised by marketing gurus. They may have disposable income, time on their hands, and the leisure of choice - but wisdom, humour and honesty are essential for these transitional decades too and this short book offers all three in plenty. The author's background in Benedictine life, with its profound understanding of what makes for a balanced and rich life, flavours a book of timeless value
£14.04
Vital Health Publishing,U.S. Keep Swinging: Approach Your Senior Years without
Book SynopsisFor the multitudes of people entering their senior years, jazz-drumming great Sam Ulano offers a road map to aging well and managing your health, money, and attitude. Based on his personal philosophies and life experiences, Keep Swinging provides straight-shooting words of wisdom on such subjects as retirement, dealing with kids, and being alone. His messages--which are filled with anecdotal humor, common sense, and joy--offer a great source of hope and comfort.
£14.24
City Books Retiring in France
Book SynopsisFully updated and revised second edition. Now printed in colour.
£11.66
