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Strategies for a Successful Retirement: Before, During, & After
Preparation and Planning
Preparation is the key to success in every stage of life, from grade school to college to entering the work force to marriage, and to retirement. The level of success depends largely on how well you prepare for the journey. This book is written to help retirees strategize and make the right choices in each phase of retirement – Before, During & After.
Foundations of Retirement
The first four chapters of the book are written to help lay down a solid foundation for retirement – making the right choices about your company retirement plan; deciding when to take social security benefits, planning for healthcare and preparing a retirement budget.
Maintaining Your Retirement Plan
Once the foundation is secure and the financial landscape is in place, your retirement plan will need to be constantly monitored, pruned and maintained. Chapters five and six show how to plan for stable income and financial peace of mind during retirement while disinheriting the IRS from your retirement accounts.
Estate Planning
The final chapters are about estate planning. They address the need for an estate plan, identify the common mistakes that people make in the settlement and administration of their estates and show how to avoid them.
