The Retiree's Guide to Housing Wealth PDF Download

Author: Don Graves
Publisher:
ISBN: 9781732027046
Category :
Languages : en
Pages :

View

Book Description

Author: Don Graves
Publisher: Housing Wealth Institute
ISBN: 9781732027008
Category :
Languages : en
Pages : 192

View

Book Description
With the current retirement income crisis facing baby boomers and existing retirees, today's asset mangers, insurance agents and hybrid advisors need every viable resource to help their clients and sustain their practice. In Housing Wealth, American College instructor and reverse mortgage expert, Don Graves, distills more than 20,000 advisor/client engagements over two decades into practical, back-of-the-napkin, common sense strategies. Through simple case studies and easily applied concepts, the advisor will learn how today's reverse mortgage can: Increase Clients' Cash Flow and Preserve Assets from Premature Erosion Reduce the Most Common Risks to Retirement Income Optimize Retirement Outcomes for the Mass Affluent Improve Liquidity and Add New Dollars to Retirement Savings Help Advisors Create More Planning Opportunities from Existing Clients and Gain Access to New Ones Manage Tax Brackets and Keep Clients within Lower Adjusted Gross Income Boundaries Housing Wealth serves as the companion guide for The Certified Housing Wealth Advisor (CHWA) Curriculum. Learn more at www.HousingWealthInstitute.com

Author: Scott Peterson
Publisher: Scott Peterson
ISBN: 9780998583112
Category : Business & Economics
Languages : en
Pages : 210

View

Book Description
The pension plans that previous generations relied upon for monthly retirement income are vanishing and being replaced by self-funding programs such as 401(k)s. Today's retirees are now responsible for creating their own stream of income from their investments - and this income may need to last for more than three decades. So, the singular question every retiree needs to ask is: Am I going to outlive my money, or is my money going to outlive me? Plan on Living: The Retiree's Guide to Lasting Income and Enduring Wealth addresses this question and many more about the management of retirement assets. The concepts taught within the pages of this book will demonstrate how a retirement income plan should be constructed and monitored to enable the retiree to transition a career's worth of accumulations into a lifetime's worth of income. With such a plan for living in place, retirees can truly plan on living the abundant retirement they dream of.

Author: Fred Brock
Publisher: Macmillan
ISBN: 1429900199
Category : Business & Economics
Languages : en
Pages : 240

View

Book Description
The bestselling, hands-on retirement guide from Fred Brock, thoroughly updated and expanded for in-depth advice on housing assets, health-care options, and more With Retire on Less Than You Think, Fred Brock challenged the conventional wisdom on the real costs of retirement— and it struck a chord with Americans. Now, as mutual-fund investments continue to be a roller coaster, Brock updates his indispensable advice on finding asset streams, working during retirement, maximizing your health insurance, and choosing a community and housing to show how to • manage the quicksand of the housing market (your best asset) • pay for the spiraling costs of prescription drugs • discover new cost-cutting savings • plan for shifts over time in your financial goals Boasting expanded resource lists and worksheets, Retire on Less Than You Think is the best guide available for making your retirement dreams a reality.

Author: Robert J. Bannon
Publisher: EXTRA RETIREMENT INCOME IS SEXY
ISBN: 9781738260379
Category : Business & Economics
Languages : en
Pages : 0

View

Book Description
Are you a retiree looking to generate more income and find creative fulfillment? Look no further than 'DESIGNING WEALTH: A Retiree's Guide to More Income and Creative Fulfillment'! This comprehensive guide provides 12 chapters of valuable information on how to make the most of your retirement years and achieve financial security while pursuing your passions. The book covers a wide range of topics, including **selling products**, **part-time work**, **marketplaces**, **e-books**, **online courses**, **digital art and prints**, **custom crafts and handmade goods**, **calendars and planners**, **travel planning services**, **virtual tours and classes**, and **fitness, wellness, and meditation guides**. Get your creative juices flowing and then unleash them on the world. There is a market just waiting for you to offer crafts and digital products that will bring joy to people's lives, and yours. This 6-book series, EXTRA RETIREMENT INCOME IS SEXY, has been written to provide seniors and retirees with opportunities for additional income and wealth building. But some of the biggest benefits will come from the connection to other people, the sense of accomplishment and the creativity and inspiration that results from these activities. This is the perfect resource to help you find financial independence. Start increasing the riches in your life today.

Author: Wade Pfau
Publisher:
ISBN: 9781945640155
Category :
Languages : en
Pages : 0

View

Book Description
The Retirement Planning Guidebook is designed to help readers navigate the key financial and non-financial decisions necessary for a successful retirement. Readers will understand the different retirement income styles and the different risks that retirees must manage, and the retirement income tools used with different retirement styles and risks. This includes investment-based approaches and insurance-based approaches such as annuities. Readers will also be provided with a framework to assess their retirement preparedness by comparing the value of retirement assets and liabilities. Additional chapters then dig deeper into other important aspects for a retirement income plan, including how to develop a strategy for claiming Social Security benefits, how to make decisions related to Medicare and other health insurance, how to structure a plan for managing long-term care needs, and how to choose retirement housing and incorporate housing wealth into the plan. This is followed by a deeper investigation of tax issues and how to structure retirement income to create the most tax-efficiency during life and for beneficiaries. With legacy planning, I also explore how to get your finances organized for incapacity and death. The focus then shifts to the nonfinancial aspects of a successful retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle. The book includes detailed action plans for decision making. The final chapter fits these pieces together into an integrated series of steps to achieve financial and non-financial success in retirement. Readers will come away with the detailed knowledge and planning steps needed to make the most of their retirement years.

Author: Wade Donald Pfau
Publisher: McLean Asset Management Corporation
ISBN: 9781945640049
Category : Finance, Personal
Languages : en
Pages : 156

View

Book Description
Reverse mortgages have been surrounded by negativity. They were often mentioned alongside phrases like "last resort," "out of money," and "bad choice." In 2014, intrigued by the seemingly universal bad rap reverse mortgages had cultivated, Dr. Wade Pfau began researching them in depth. Over the course of the next year, he came to the conclusion that reverse mortgages aren't inherently a bad idea, though they are often misunderstood and not used in a most beneficial way. In fact, Dr. Pfau realized that reverse mortgages---when used correctly---can provide an added layer of security for retirees and allow them to enjoy retirement more by gaining liquidity from an illiquid asset. This second edition of the book is fully revised and updated for the modification of reverse mortgage rules affecting applications after October 2, 2017.

Author:
Publisher:
ISBN: 9780862421274
Category : Housing
Languages : en
Pages : 80

View

Book Description

Author: Sam M. Ali
Publisher: Tate Publishing
ISBN: 161566484X
Category : Business & Economics
Languages : en
Pages : 260

View

Book Description
Are you struggling financially? Are you worried about your retirement? It's time for a change. Many middle-class Americans are losing the opportunity to have financially secure futures by simply following government mandates. However, practicing some basic steps could prevent that. In Creating Generations and Generations of Wealth, real-estate guru Sam M. Ali shares his time-tested advice for establishing a reliable retirement income stream. One of his inspirational mottos is 'Cash is king but cash flow is retirement king.¨ Learn how to: Build wealth as the super rich do Develop a passive stream of retirement income Overcome investment fears Create wealth for loved ones Discover the secret to surpassing your current income and retiring early and being rich in Creating Generations and Generations of Wealth.

Author: Wei Sun
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages : 37

View

Book Description