検索キーワード： 退職プラン

Guarding Your Nest Egg: A Financial Resource Guide for Older Adults is a practical retirement planning handbook designed to help seniors, caregivers, and community professionals make informed financial decisions. Published by the U.S. Senate Special Committee on Aging, the guide explains retirement topics in clear, accessible language. Listeners learn how to choose the best time to claim Social Security benefits, understand Medicare enrollment periods, avoid late penalties, and compare Original Medicare with Medicare Advantage.

Love & 401(k) Magic is a collection of 118 short stories that blend real-world financial wisdom with the everyday lessons of life, love, and laughter. Drawing from decade as a financial professional, keynote speaker, and advocate, Steve Mazda weaves together memorable moments, surprising insights, and timeless truths. These stories are as much about people as they are about money; reminding us that behind every investment, every career, and every decision lies a human story worth telling.

Transforming Payments Into Prosperity reveals how money really works and shows you how to break free from the cycle of endless payments, reclaim your financial power, and build a more secure future for your family.

The Executor Handbook: A Plain-English Guide to Navigating Probate, Settling an Estate, and Serving as Executor with Confidence is designed for people who have been named as executor and now need to understand what comes next. If you’re handling an estate for a parent, spouse, other relative, or friend, this book walks through the probate process in straightforward language and helps you understand the responsibilities, decisions, and common problems that often arise along the way. Serving as executor can feel overwhelming at first.

Many people mistake having an investment portfolio, an insurance product, or a retirement savings plan like a 401(k) for having an actual retirement plan. A plan may include all of those items, but retirement planning goes beyond investments because it includes tax, insurance, and legacy...

You have a retirement plan. Of course you do. You've saved, invested, and sat through enough seminars to earn a loyalty punch card. You've got charts. Projections. Maybe even a color-coded binder. Adorable. But there's one problem: none of it was built for what happens when life goes off script-like needing care for years, or your income disappearing while expenses throw a party. And before you brace yourself - this is not your typical long-term care book. No technical overload. No depressing, guilt-filled stories. No listening it halfway and deciding a nap sounds better.

Manchmal kommt die Angst leise. Und manchmal zieht sie uns den Boden unter den Füßen weg und wir fragen uns, ob wir jemals wieder unbeschwert leben können.

Retire on Real Estate is your step-by-step guide to creating lasting financial freedom through property. Whether you're a real estate agent nearing retirement or a professional looking to turn property into passive income, this book reveals practical strategies for turning your career experience into long-term wealth.

File Once. File Correctly. Never Second Guess Your Social Security Decision Again.

The Successor Trustee Handbook is a practical, plain-English guide for people who have been named as successor trustee of a revocable living trust and need to understand what to do next. Whether the role begins during a loved one’s incapacity or after death, this book helps listeners approach the job with a clearer plan, stronger organization, and more confidence. Serving as successor trustee can feel overwhelming fast. Bills still need attention. Property has to be protected. Family members want answers. Financial institutions want paperwork.

Explore the definitive resource for dominating the 401(k) market with Adam J. San Juan's guide, "The Most Honest Book on Prospecting, Selling, and Servicing 401(k) Plans: What I’ve Learned Over 25 Years." With decades of experience, Adam equips financial advisors with essential tools and strategies to excel in this competitive field.

El cuarto libro de la colección wtf con… aborda uno de los temas que más preocupan a los jóvenes: qué va a pasar cuando nos jubilemos… si es que nos jubilamos...

In Preserving Generational Wealth, Douglas A. C. Eze masterfully unveils the blueprint for generational wealth—revealing the art of not just acquiring riches but orchestrating a legacy of prosperity. With profound insights, he guides listeners through the intricate steps of receiving, preserving, and passing down wealth.

Read this one book, set up your money, and get on with your life! Find out what many in the financial world don't want you to know. Laid-back investing is not only easier, it can actually make you richer. Learn how to kill off debt, curb spending, find your best KiwiSaver fund, save painlessly...

Guy and Tom are two friends who work together in a similar capacity under the same company. They both are alike and different, alike in the sense that they share the same responsibilities and duties, but different in their reactions and willingness to perform these duties. Guy is always ready to perform them, even when unforeseen circumstances arise; he is simply always prepared. However, Tom is the direct opposite; he is in a constant state of panic and crisis based on the complaint that he does not have enough funds to support these situations.

Learn the ins and outs of the social security system in this accessible, easy-to-navigate guide with refreshed, updated information in Social Security 101, 2nd Edition. Too often, writing about social security turns the noteworthy details of the benefits into boring details about regulations or...

Retiring?: Your Next Chapter Is About Much More Than Money is a practical, concise, and encouraging guidebook specifically written to help you understand and plan for the profound, inescapable non-financial challenges that retirement brings.

Suitable for newcomers and seasoned listeners alike, this book offers essential insights to clarify and streamline the retirement planning process. Designed for individuals aged 30 and above, it addresses prevalent concerns and goals related to retirement with practical advice and empathetic guidance.

Vous avez un problème. Nous avons la solution. Vous allez devoir travailler plus longtemps et cotiser plus pour une retraite qui sera beaucoup moins élevée. C'est une certitude : vous devez agir. Nous avons une bonne nouvelle. Marc Fiorentino et Gauthier Maes ont des solutions. Des solutions simples, rapides, adaptées. Ce livre est un guide pratique qui va vous permettre de sauver votre retraite. Maintenant. Car vous ne pouvez plus attendre, quel que soit votre âge.

Sí sabes que NO recibirás una jubilación, ¿verdad? ¿Y que tu afore no te dará ni la tercera parte de lo que hoy ganas?... Afortunadamente, estás a tiempo de evitar una vejez pobre o, en una de esas, ¡incluso de retirarte joven! En este libro, Eduardo Rosas te cuenta, paso a pasito, las decenas de herramientas y opciones que puedes explotar para alcanzar el paraíso en la tierra: la llamada «libertad financiera».