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The Financial Planning Puzzle

Author: Jason Silverberg
Publisher: Silverstone Press LLC
ISBN: 9780998077505
Size: 12.23 MB
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Do you feel overwhelmed by your finances? Start making smart decisions with a personal financial plan. While personal finances can be a challenge to learn, this book can help make it easy. After helping hundreds of his own clients, Jason Silverberg has condensed the best of his advice into this book and is here to help you reach financial freedom.

Don T Let Your Clients Eat Dog Food When They Re Old

Author: Roger Roemmich
Publisher: iUniverse
ISBN: 1491743719
Size: 58.20 MB
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No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement. Roemmich-with four decades of experience in the financial arena-shares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options. "Don't Let Your Clients Eat Dog Food When They're Old " provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.

Kiplinger S Personal Finance

Author:
Publisher:
ISBN:
Size: 49.78 MB
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The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.

The Couple S Retirement Puzzle

Author: Roberta Taylor
Publisher: Sourcebooks, Inc.
ISBN: 140229591X
Size: 74.96 MB
Format: PDF, ePub, Docs
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The essential guide for couples to create a happy, healthy, and successful retirement! Retirement can be the best time of your life, but for couples, there's far more to it than cashing in on your 401(k). The most important asset you have during retirement is each other, yet many couples aren't sure where to begin to prepare for retired life or what to consider as they do. The Couple's Retirement Puzzle reveals ten key conversations couples should tackle before retirement to ensure a rewarding second half of life together, including: • Do we have enough money to support the lifestyle we want? • Should we retire simultaneously or separately? • Do we stay put or explore new frontiers? • What's the best way to stay healthy and fit after fifty? • How do we meet new friends and create new interests outside of work? • How will we balance time together and time apart? • And more! Filled with smart practical advice, engaging anecdotes, and helpful exercises,The Couple's Retirement Puzzle will guide you and your partner to a fulfilling retirement you can enjoy and celebrate together.

The Fund

Author: H. T. Narea
Publisher: Forge Books
ISBN: 9781429921008
Size: 20.41 MB
Format: PDF, ePub, Mobi
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U.S. defense intelligence operative Kate Molares is investigating a suspicious international money trail. Her instincts place her at the center of a plot involving a terrifying new kind of terrorism—financial terrorism— perpetrated by a suave, handsome Middle Eastern hedge fund mogul. His goal is to wreck the West by bringing the global economy to its knees. Kate's mission takes her from the defense intelligence command center on the outskirts of Washington, D.C. to the oil-fueled economy of Caracas, Venezuela; from the Beaux-Arts buildings of Old Havana in Cuba to a hedge fund king's magnificent back-country estate in Greenwich, Connecticut; from the United Nations to the site of a deadly Islamic conspiracy in the Iberian Peninsula. Kate is in a race against time to fit together the pieces of this global puzzle...or risk the catastrophic destruction of the world's financial markets. At the Publisher's request, this title is being sold without Digital Rights Management Software (DRM) applied.

The Simple Path To Wealth

Author: J. Collins
Publisher: Createspace Independent Publishing Platform
ISBN: 9781533667922
Size: 52.44 MB
Format: PDF, ePub, Mobi
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The author shares his personal techniques, insights and experiences regarding saving money and investing, drawn from his blog posts as well as a series of letters to his teenage daughter, both dealing with money management.

The End Of Money

Author: David Wolman
Publisher: Da Capo Press
ISBN: 0306822695
Size: 58.20 MB
Format: PDF
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For ages, money has meant little metal disks and rectangular slips of paper. Yet the usefulness of physical money--to say nothing of its value--is coming under fire as never before. Intrigued by the distinct possibility that cash will soon disappear, author and Wired contributing editor David Wolman sets out to investigate the future of money...and how it will affect your wallet. Wolman begins his journey by deciding to shun cash for an entire year--a surprisingly successful experiment (with a couple of notable exceptions). He then ventures forth to find people and technologies that illuminate the road ahead. In Honolulu, he drinks Mai Tais with Bernard von NotHaus, a convicted counterfeiter and alternative-currency evangelist whom government prosecutors have labeled a domestic terrorist. In Tokyo, he sneaks a peek at the latest anti-counterfeiting wizardry, while puzzling over the fact that banknote forgers depend on society's addiction to cash. In a downtrodden Oregon town, he mingles with obsessive coin collectors--the people who are supposed to love cash the most, yet don't. And in rural Georgia, he examines why some people feel the end of cash is Armageddon's warm-up act. After stops at the Digital Money Forum in London and Iceland's central bank, Wolman flies to Delhi, where he sees first-hand how cash penalizes the poor more than anyone--and how mobile technologies promise to change that. Told with verve and wit, The End of Money explores an aspect of our daily lives so fundamental that we rarely stop to think about it. You'll never look at a dollar bill the same again.

The New Rules Of Retirement

Author: Robert C. Carlson
Publisher: John Wiley & Sons
ISBN: 1119183553
Size: 16.59 MB
Format: PDF
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"Retirement is an opportunity to do the things you could never find the time for while you were working. It's a chance to plan how you really want to spend the rest of your life. But to take advantage of retirement opportunities, you have to plan and prepare. Most of all, you need to know the new rules of retirement planning. In this second edition of The New Rules of Retirement, nationally recognized retirement expert Robert Carlson will show you an integrated approach to retirement planning and teach you proven, profitable, and unique strategies for achieving a financially secure retirement. He'll explain why you should be prepared to save more than past retirees have and how to use the new rules for investing, including an entirely new chapter on annuities. Filled with in-depth insight and practical advice, the second edition of The New Rules of Retirement: - Explores the financial concerns of retirees and preretirees and how they are affected by certain threats - Examines how to estimate retirement spending and how much money should be accumulated for retirement - Discusses health care options and how to pay for long-term care - Reveals how to invest before and during retirement - Illustrates how to plan an estate, cut taxes, and provide for loved ones - Showcases how to manage your IRA more effectively"--