Set Yourself Up For Success: Managing the Maze of Retirement Planning - Softcover

Inhaltsangabe

Whether you are 20 years old and saving your first dollar or 60 years old and on the brink of retirement, Set Yourself Up for Success breaks down the financial aspects of retirement into easy-to-digest pieces. Part I dives into pre-retirement planning. Discover how big of a nest-egg you will need in order to retire and how to budget wisely and invest during your working years in order to achieve that goal. How do you make your money last? Part II covers how to invest during your retirement years and how to maximize your investment accounts while minimizing tax implications. Part III discusses some of the finer (and more sensitive) aspects of retirement like how to prepare financially for the loss of a spouse, the potential housing changes you may face as care needs increase, and how to ensure your estate is ready to pass on to your loved ones. After 35+ years of helping clients from all financial situations retire successfully, Mark Teachout, CFP, CIC, FSS, shares his advice to help YOU set yourself up for retirement success. For faith-based readers, applicable scripture references from the Holy Bible are provided throughout the book.

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