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Wealth Strategies: Investing for Your Retirement

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409 pages5 hours

Summary

Preretirement Ideas, Postretirement Strategies

Seventy-eight million baby boomers will retire soon. Some are prepared, but many will fail. You have to ask yourself, "Am I prepared?" and "What could go wrong?"

Being prepared means having much more retirement income than you can imagine needing. With the rising costs of health care, everyday living expenses, and inflation, your cost of living could double over the course of several years.

Do you have substantial savings, investments, and insurance programs to support your anticipated retirement years? Or could you lose everything you have from a frivolous lawsuit, long-term care experience, market losses, or unexpected emergencies? Taxes on retirement plans combined with estate taxes could severely reduce your estate for your loved ones.

Being prepared requires planning. Planning requires knowledge, and knowledge comes from reading this book, a compilation of the author's thirty years of financial planning experience, investing, and assisting clients.

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