Paychecks and Playchecks

Paychecks and Playchecks

Author: Tom Hegna

Publisher:

Published: 2011-12-12

Total Pages: 0

ISBN-13: 9780984217380

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"Paychecks and playchecks is a guide for retirement that is built for uncertain markets like the one we are in today. The strategy is a mathematically and scientifically proven approach that will enable you to create a secure retirement, no matter how long you live."--Page 4 of cover.


Income Allocation

Income Allocation

Author: David Gaylor

Publisher:

Published: 2017-05-09

Total Pages: 136

ISBN-13: 9780999018903

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When you stop working and the paychecks no longer arrive regularly, how will you replace them? In Income Allocation: Enhance Your Retirement Security, you'll discover how to keep the cash flowing in retirement like you did during your working years. Financial advisor David Gaylor reveals how you can assure yourself of regular, reliable income, regardless of how financial markets perform or how long your retirement lasts.


Man on a Mission

Man on a Mission

Author: Marv Feldman

Publisher:

Published: 2016-06-01

Total Pages: 152

ISBN-13: 9780692680049

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In his candid, incisive style, Marvin Feldman takes readers inside the life insurance based financial services profession, exposing its rigors and rewards, providing strategies and systems for success at every level, and espousing a work-life balance that is well within reach.


Don't Worry, Retire Happy!

Don't Worry, Retire Happy!

Author:

Publisher:

Published: 2021-08-23

Total Pages:

ISBN-13: 9781737828808

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Tom Hegna teamed up with financial experts, and Canada residents, Jim Ruta and Michael Morrow who contribute their years of experience helping Canadians retire happy. Join the millions of happy retirees and learn how you can avoid a just-in-case retirement. It's never too early or too late to start planning.


The Power of Zero, Revised and Updated

The Power of Zero, Revised and Updated

Author: David McKnight

Publisher: Crown Currency

Published: 2018-09-04

Total Pages: 162

ISBN-13: 1984823078

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OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?


Tax-Free Income for Life

Tax-Free Income for Life

Author: David McKnight

Publisher: Penguin

Published: 2020-11-17

Total Pages: 161

ISBN-13: 0593327756

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The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run. American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do? Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings. If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.


7 Benefits of FIAs For Retirement: Retirement is a Rollercoaster, Are You Prepared to Enjoy the Ride?

7 Benefits of FIAs For Retirement: Retirement is a Rollercoaster, Are You Prepared to Enjoy the Ride?

Author: Sean Ruggiero

Publisher: MindStir Media

Published: 2021-06-08

Total Pages: 152

ISBN-13: 9781737279136

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Imagine you are on a rollercoaster. The slight nervousness when you are in line waiting to board. The feeling of anticipation as you "clank, clank, clank" your way up to the top of the first peak, and then the rush of adrenaline as you accelerate through a feeling of freefall down the rails, followed by a jarring hard left turn followed by a jarring hard right turn. All this to stimulate your sense of danger and to create a true "thrill ride." The enjoyment of a rollercoaster can only be achieved when you know and trust that you are safe throughout the entire experience. If there was ever any doubt that you were safe, you wouldn't even think about riding. Retirement for many Americans can be like a rollercoaster. We experience the ups and the downs, the jarring turns, and the panic-inducing plummets. However, we have no guarantees and no trust that we are going to be taken care of, so it creates fear and not enjoyment. Is that how we want our retirement to go? Does this sound like a "fun ride"? Fortunately, you have a choice how you want to experience retirement. For most of us, we don't want it to feel like a rollercoaster, and for good reason! For those who want to feel some of the ups and not the downs, there is a solution, and that solution is a Fixed Indexed Annuity. 7 Benefits of FIAs for Retirement is a holistic and easy to understand retirement readiness book. It is written to benefit both consumers and professionals. This start to finish retirement education is concise and effective and is a must read for every American. Registered Investment Advisor (CRD #7201706) CEP, RICP, WMCP & National Social Security Advisor Certificate Holder, Sean's focus is on helping consumers and agents and agencies with holistic retirement readiness through the use of evolving FIAs, education, training and software. Sean's expertise includes in the retirement income planning, wealth management, SaaS, insurance, credit, automotive, mortgage and finance verticals. Voted by Life Health Pro as one of "Top 20 Most Creative People in Insurance" for 2015. DIA award winner in 2016 Barcelona. Listed Top 100 InsurTech Startups by Digital Insurance Agenda 2016-2018. Marketing consultant for two of the top 60 insurance companies in the United States. Founder of SafeMoneySmart.org, a non-profit dedicated to the awareness of alternatives to the stock market in retirement. Author of "7 Benefits of FIAs for Retirement".


The 7 Most Important Equations for Your Retirement

The 7 Most Important Equations for Your Retirement

Author: Moshe A. Milevsky

Publisher: John Wiley & Sons

Published: 2012-05-14

Total Pages: 229

ISBN-13: 1118294513

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The 800 years of scientific breakthroughs that will help salvage your retirement plans Physics, Chemistry, Astronomy, Biology; every field has its intellectual giants who made breakthrough discoveries that changed the course of history. What about the topic of retirement planning? Is it a science? Or is retirement income planning just a collection of rules-of-thumb, financial products and sales pitches? In The 7 Most Important Equations for Your Retirement...And the Stories Behind Them Moshe Milevsky argues that twenty first century retirement income planning is indeed a science and has its foundations in the work of great sages who made conceptual and controversial breakthroughs over the last eight centuries. In the book Milevsky highlights the work of seven scholars—summarized by seven equations—who shaped all modern retirement calculations. He tells the stories of Leonardo Fibonnaci the Italian businessman; Benjamin Gompertz the gentleman actuary; Edmund Halley the astronomer; Irving Fisher the stock jock; Paul Samuelson the economic guru; Solomon Heubner the insurance and marketing visionary, and Andrey Kolmogorov the Russian mathematical genius—all giants in their respective fields who collectively laid the foundations for modern retirement income planning. With baby boomers starting to hit retirement age, planning for retirement income has become a hot topic across the country Author Moshe Milevsky is an internationally-respected financial expert with the knowledge you need to assess whether you are ready to retire or not Presents an entertaining, informative narrative approach to financial planning Understanding the ideas behind these seven foundation equations—which Moshe Milevsky explains in a manner that everyone can appreciate—will help baby boomers better prepare for retirement. This is a book unlike anything you have ever read on retirement planning. Think Suze Orman meets Stephen Hawking. If you ever wondered what the point of all that high school mathematics was, Moshe Milevsky's answer is: So that you can figure out how to retire...while you can still enjoy your money.