Building Retirement Now: Your Secured Retirement Blueprint(tm) from Planning and Design to Execution PDF Download

Author: Joseph S. Lucey
Publisher: Independently Published
ISBN: 9781796222777
Category : Business & Economics
Languages : en
Pages : 102

View

Book Description
A woman with a plan calculated to the penny. A couple with a brown bag full of statements they don't understand. Plus, a handful of people who are somewhere in between. This is the cast of characters in the pages of Joseph S. Lucey's newest book, "building Retirement Now." Join Joe as he shows how his office walks with each person through the major issues of retirement, untangling the emotions from each financial picture. Learn how retirement looks different today than it did when your parents and grandparents retired, and discover the Secured Retirement Blueprint(TM) process and what it can do for people just like you.To learn more about Joseph S. Lucey, CFP(R), and the Secured Retirement Blueprint(TM), visit www.securedretirements.com or contact the office at (952) 460-3260 and [email protected].

Author: Daryl Diamond
Publisher:
ISBN: 9781988344133
Category : Baby boom generation
Languages : en
Pages : 256

View

Book Description
This book gives you the blueprint for creating sustainable income in retirement, making the most out of the assets you've taken a lifetime to accumulate, and building a strong financial foundation for your lifetime. If you are approaching the end of your working life or recently retired, you are probably anxious about your finances. How can you afford to retire, let alone enjoy your retirement in years to come? How can you ensure you won't outlive your money? Questions about retirement finances are now more urgent and worrisome than ever as the Baby Boomer generation retires in droves and economic conditions remain uncertain. Historically low interest rates, significant changes to the Canada Pension Plan, and rising government debt in the face of skyrocketing demand for medical care - all point to tough times ahead for retirees. Your Retirement Income Blueprint provides the plan you need to build a financially secure retirement, offering proven strategies that show you how to: Combine government and personal sources of income most efficiently Determine which assets to use first and which to defer Preserve government benefits and entitlements that are often needlessly wasted or lost Create results that are more survivor- and estate-friendly than traditional approaches Greatly reduce taxes on retirement income and your estate Live the lifestyle you want in retirement, and enjoy peace of mind knowing that your money will last as long as you do.

Author: Dick Diamond
Publisher: Wiley
ISBN: 9781118087527
Category : Business & Economics
Languages : en
Pages : 0

View

Book Description
As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population. Your Retirement Income Blueprint is an antidote for Canadians who are generally ineptly advised, under-serviced, and over-charged by advisors on planning retirement income. Based on the author's specialized experience in retirement income planning, this book will help readers to work through the many stages of their retirement and adapt their income plans to account for constantly changing health and family issues. The book will help you to: Combine government and personal sources of income most efficiently Determine which assets to use first and which to defer Preserve government benefits and entitlements that are in many cases needlessly wasted or lost Create results that are more survivor- and estate-friendly than traditional approaches Greatly reduce taxes on retirement income and to the aggregate estate. Your Retirement Income Blueprint lays out a six-step process for "taking apart" accumulated assets, making the most out of what you have taken a lifetime to save, and creating an income that lasts as long as you do.

Author: Daryl Diamond
Publisher:
ISBN: 9780993855726
Category : Baby boom generation
Languages : en
Pages :

View

Book Description

Author: Dick Diamond
Publisher: John Wiley & Sons
ISBN: 1118089782
Category : Business & Economics
Languages : en
Pages : 253

View

Book Description
As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population. Your Retirement Income Blueprint is an antidote for Canadians who are generally ineptly advised, under-serviced, and over-charged by advisors on planning retirement income. Based on the author's specialized experience in retirement income planning, this book will help readers to work through the many stages of their retirement and adapt their income plans to account for constantly changing health and family issues. The book will help you to: Combine government and personal sources of income most efficiently Determine which assets to use first and which to defer Preserve government benefits and entitlements that are in many cases needlessly wasted or lost Create results that are more survivor- and estate-friendly than traditional approaches Greatly reduce taxes on retirement income and to the aggregate estate. Your Retirement Income Blueprint lays out a six-step process for "taking apart" accumulated assets, making the most out of what you have taken a lifetime to save, and creating an income that lasts as long as you do.

Author: Dr Samantha Evans
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0

View

Book Description
Are you ready to unlock the secrets to a fulfilling and rewarding retirement? In "Retirement Blueprint: Designing Your Ideal Future," embark on a transformative journey that will empower you to craft the retirement of your dreams. This captivating guide takes you beyond traditional notions of retirement planning, inviting you to become the architect of your own future. Through expert advice, practical strategies, and inspiring stories, this book provides a roadmap to design a retirement that aligns with your unique aspirations, passions, and values. From evaluating your retirement vision to setting clear goals, assessing your financial readiness to creating a comprehensive retirement plan, each chapter is a stepping stone on your path to success. Delve into the depths of maximizing your savings and investments, managing debt, exploring social security and pension options, planning for healthcare needs, and crafting a post-retirement budget. Discover how to navigate lifestyle changes, make wise decisions about the best time to retire, and find true fulfillment and purpose in your golden years. Written with clarity and depth, "Retirement Blueprint" empowers you to take control of your future, providing the tools and knowledge you need to make informed decisions and embrace the boundless possibilities that retirement offers. With a focus on creating a life that is rich in meaning, connection, and personal growth, this book inspires you to forge a retirement that transcends mere financial security. Whether you're just beginning to contemplate retirement or you're in the midst of the transition, this book will guide you through the complexities and uncertainties, turning them into opportunities for growth and self-discovery. With captivating storytelling, expert insights, and practical exercises, you'll gain the confidence to design a retirement that reflects your true essence and fulfills your deepest desires. "Retirement Blueprint: Designing Your Ideal Future" is not just another retirement planning book; it is a transformative companion that will ignite your imagination, challenge your assumptions, and inspire you to create a retirement that is as unique as you are. Embrace this chance to redefine your future, unlock your potential, and embark on a journey of a lifetime. Are you ready to design the retirement of your dreams? Begin your journey with "Retirement Blueprint" and discover the endless possibilities that await you in this next chapter of life.

Author: Joseph Lucey
Publisher:
ISBN: 9781737800699
Category :
Languages : en
Pages :

View

Book Description
The warning signs forecasting the impending eruption of Mt. Vesuvius should have been obvious to the people of the ancient Roman city of Pompeii. However, when its citizens failed to take safety measures, the city and its residents were buried under tons of ash and molten rock, their remains unearthed only centuries later.Today, Certified Financial Planner? Joe Lucey sees signs of an impending eruption of a tax volcano, the effects of which should have taxpayers seeking shelter while they can.In "New Tax Secrets," Joe examines how an ever-increasing national debt foreshadow higher tax rates in the near future. He looks at the fallacy workers accepted when they made pre-tax contributions to retirement savings account in the hope that they would be paying less in taxes when taking that money back in retirement. He examines ways to defuse the pool of soon-to-erupt taxes that is building up pressure just beneath the surface of our daily lives.The TaxSmart? Retirement process, described in detail here, is built in part around the idea of reducing future tax obligations by paying those inevitable taxes at times when it is most opportune to do so - such as today, when marginal tax rates are lower than they've been in four decades. They won't stay that low for long, Joe argues in making his case for employing immediate tax-saving strategies.Joe Lucey is CEO and Co-Founder of Secured Retirement, a Twin Cities-based financial services firm.

Author: New Jersey. Department of Civil Service
Publisher:
ISBN:
Category : Civil service
Languages : en
Pages : 28

View

Book Description

Author: Allen Costellow
Publisher:
ISBN:
Category :
Languages : en
Pages : 106

View

Book Description
With the retirement landscape changing right before our eyes, the terrain might seem overwhelming for the modern-day retiree to navigate. Many methods of retirement are becoming obsolete, so it's time for a change. But where to start? What happens now that the three-legged stool is no longer an option for many, with the pension and Social Security slowly fading? How are retirees to navigate the challenges of taxes, legacy planning, and more? In this book, Investment Advisor Representative Allen Costellow helps today's baby boomers overcome the difficult questions of retirement, and guides them toward new, more effective retirement solutions. Allen Costellow grew up middle class and blue collar. He joined the financial services industry four decades ago to help retirees and their families develop financial strategies that can build and preserve their lifestyles. Allen is an active member in his local church and has served on several advisory boards of companies and nonprofits. He spends his time out of the office with his wife, Glenda, and their five children and six grandchildren.

Author: Kyle Kirwan
Publisher:
ISBN:
Category :
Languages : en
Pages : 148

View

Book Description
This book was written for the many people with whom we may never meet, who need help planning for retirement but don't even know where to begin. If that sounds like you, that's okay. You are not alone. While this book is in no way a comprehensive look at preparing for retirement, and may not speak to your specific circumstances, we hope it will provide some insight on how to lay the foundations of your retirement and develop your own "blueprints," so to speak. We call our five-step planning process the Cornerstone Retirement Blueprint because the approach is like the planning and work that goes into a well-constructed house. All parts must be soundly constructed in and of themselves but must also fit together and function properly as an integrated whole. The basic ideas and strategies we outline in this book are the culmination of our decades in the industry, our monthly public educational workshops/seminars, personal interviews, and years of broadcasting our message on the airwaves. Our weekly radio show, "The Cornerstone Retirement Hour," is also now available as a podcast where we have candid discussions about strategies and real-life financial issues facing Americans today. In this book we draw from actual client experiences as the various concepts and strategies are covered. We hope you will find value in the information provided which you can convert into a personal strategy as you begin creating your own foundations for retirement. Let's get started!