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Charting a Course to the Retirement of Your Dreams

Charting a Course to the Retirement of Your Dreams
Author: CFP® Phillip Bell
Publisher: Total Publishing and Media
Total Pages: 118
Release: 2020-06
Genre:
ISBN: 9781633021471

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Whether the golden years of retirement are close at hand or yet over the far horizon, it's never too early or too late to begin Charting a Course to the Retirement of Your Dreams. It is our desire as experienced financial advisors this book helps make you more confident and hopeful in your future by giving you the best tools and principles.


All Dreams on Deck

All Dreams on Deck
Author: Jeremy Cage
Publisher: Greenleaf Book Group
Total Pages: 193
Release: 2017-01-17
Genre: Business & Economics
ISBN: 162634339X

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Set sail for the adventure of your life and work! As Katie Couric, journalist, author and Yahoo Global News Anchor attests, “Jeremy Cage has written a great book that everyone who thinks about how to better balance work-life issues would benefit from reading…he’s also shown us how to better navigate life’s personal and professional challenges.” All Dreams on Deck will help you articulate your most important dreams in work and life and will then give you a practical approach for realizing those dreams. Through engaging, real-life examples, you will be inspired to live life to your full potential. Author Jeremy Cage begins with the premise that there is no such thing as work–life balance. There is only life balance—of which work is an important part. With this as the foundation, he will guide you through a simple and actionable approach to determining the most important components of your life—the Grab Bags in your LifeBoat—then chart the course to making all the dreams in that LifeBoat a reality. Jeremy, who has lived and worked in nine countries, has used this approach to help thousands of executives, managers, and their teams unleash their potential. He has also realized his own dreams by taking a sixteen-month sabbatical to sail around the world with his family before returning to the US to launch several exciting new companies. So rather than theoretical mumbo jumbo, Jeremy presents compelling, real-life examples of how to dream specifically, get highly intentional about those dreams, plan and prepare well—then summon the courage to set sail.


Charting Your Course Toward a Comfortable Retirement

Charting Your Course Toward a Comfortable Retirement
Author: Jon L. Ten Haagen CFP®
Publisher: Xlibris Corporation
Total Pages: 98
Release: 2019-12-03
Genre: Business & Economics
ISBN: 1796031003

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Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure profit or protection against loss. Please note that individual situations can vary. Therefore, the information presented here should be relied upon when coordinated with individual professional advice.


The Dream Planner

The Dream Planner
Author: Cadbury Jones
Publisher: Lulu.com
Total Pages: 246
Release: 2008-12-31
Genre: Business & Economics
ISBN: 1435714024

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Are you aged 25-55 and worried that you won't have enough money when you get older? You should be. Around the world, thousands of working people like you are discovering that they can no longer depend on a pension or the value of their home for a decent retirement. With a dwindling number of workers supporting an increasing number of Baby Boomers,YOU are heading for a Pension Crisis.But wait. This book has a proven original plan used and tested by the author for over 25 years. He now has a high, six figure savings account and so do his friends and family. This plan works! You can even use his original spreadsheets to help you achieve your wealthy retirement dream.Retire Rich - the Cadbury Jones way!Cadbury Jones IS The Dream Planner!


Navigating the Markets

Navigating the Markets
Author: William Jones
Publisher: Mamba Press
Total Pages: 99
Release: 2023-07-24
Genre: Business & Economics
ISBN:

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Embark on a transformative journey into the intricate world of investing with William Jones as your seasoned guide. In "Navigating the Markets," Jones invites readers to set sail on a comprehensive exploration of investment strategies, financial principles, and the art of wise decision-making in the dynamic seas of the financial markets. About the Book: In this thoughtfully crafted guide, William Jones demystifies the complexities of investing, offering readers a robust toolkit to navigate the ever-changing landscape of the markets. From establishing the foundational principles of investing to delving into the nuances of market analysis, this book serves as a compass for both novice investors and seasoned financial enthusiasts. Key Highlights: Foundations of Investing: Lay a solid groundwork for your financial journey by understanding the fundamental principles of investing. Jones breaks down complex concepts into accessible knowledge, empowering readers to make informed decisions. Setting Financial Goals: Explore the importance of setting clear financial goals and learn how to craft a strategic plan that aligns with your aspirations. Whether you're saving for retirement, a dream home, or your children's education, this guide provides actionable insights. Market Analysis and Research: Navigate the seas of market trends and cycles with confidence. Jones introduces readers to the art of market analysis and research, arming them with the tools to anticipate changes and make strategic investment decisions. Diversified Portfolio Building: Like a skilled ship captain, learn to build a diversified portfolio that weathers the storms of market volatility. Jones explores the essential components of a well-structured portfolio and the benefits of diversification. Investment Vehicles: Journey through the vast array of investment vehicles, from the dynamic world of stocks to the stable realm of bonds. Gain insights into alternative investments and discover how each vehicle contributes to your financial symphony. Risk Management and Behavioral Finance: Master the strategies of risk management and delve into the fascinating realm of market psychology. Jones explores the human element in financial decision-making, offering practical advice on navigating the emotional seas of investing. Retirement Planning: Craft the overture to your golden years with a dedicated exploration of retirement planning. From envisioning your retirement lifestyle to quantifying your financial needs, Jones provides a roadmap to a fulfilling retirement symphony. Tax-Efficient Investing: Like a maestro conducting a symphony, explore the art of tax-efficient investing. Jones guides readers through strategies to optimize returns while minimizing the impact of taxes, creating a harmonious financial composition. Why Read "Navigating the Markets"? "Navigating the Markets" goes beyond conventional investment guides, offering a humanized approach that makes complex financial concepts accessible. With a tone that is informative, engaging, and aimed at adults, William Jones invites readers to become the composers and conductors of their financial symphony. Whether you're a novice seeking to build a solid financial foundation or an experienced investor aiming to fine-tune your strategies, this guide provides valuable insights to navigate the markets with confidence. Join William Jones on a journey that empowers you to make informed decisions, adapt to market changes, and create a symphony of wise investing in the ever-evolving world of finance. Bon voyage to a brighter financial future!


The New Retirementality

The New Retirementality
Author: Mitch Anthony
Publisher: John Wiley & Sons
Total Pages: 164
Release: 2019-12-24
Genre: Business & Economics
ISBN: 1119611539

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Stop making a living and start making a life with The New RetirementalityTM In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expected. Far from being full of doom and gloom, The New Retirementality, Fifth Edition, offers a message of hope, along with a roadmap for navigating the choppy waters of retirement planning. While most books focus on Return on Investment, Mitch shows us that Return on LifeTM—living the best life possible with the resources we have—is a more fulfilling and achievable approach. New to this edition: The latest research and studies, as well as a discussion of Life-Centered PlanningTM—a unique approach to financial and retirement planning, focused on individual goals and needs instead of the outmoded one-size-fits-all approach. Explores the role of purpose in retirement planning, including the expanding role of work in retirement, and why it can take three or four tries to get retirement right. Features the New Retirementality Profile, the ROL Index for helping you analyze and reflect on how you are using your money toward improving your life, and worksheets to help you get organized. Filled with engaging anecdotes, practical advice, and inspirational suggestions, this book will motivate you to rethink what retirement means—and put you in a better position to enjoy the new retirementality you deserve.


Retirement Rx

Retirement Rx
Author: Frederick T. Fraunfelder
Publisher: Penguin
Total Pages: 208
Release: 2008
Genre: Business & Economics
ISBN: 9781583333112

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What do we do with our freedom once our working years are over? Here's the first scientifically backed, foolproof prescription for a happy, fulfilling retirement.


Wallet Dynamics

Wallet Dynamics
Author: Johan van Rooyen, Ruban Ganeshu
Publisher: Notion Press
Total Pages: 540
Release: 2024-03-18
Genre: Business & Economics
ISBN:

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“Wallet Dynamics: The Spirited Journey to Financial Empowerment” is more than a mere exploration of finance; it’s an enlightening odyssey through the annals of monetary evolution and the pulsating heart of today’s fiscal world. This book stands out as a rich repository of financial knowledge, meticulously crafted to engage and inform readers from the first page to the last. Delve into the thrilling segment “Imagining a World Without Money,” where you traverse from the primitive barter systems to the electrifying arena of digital currencies like Bitcoin. This chapter is more than a historical account; it’s a revelation of the transformative essence of money. “The Art of Budgeting” redefines the conventional view of budgeting, especially for students. It highlights the innovative 50/30/20 rule and modern digital tools, transforming budgeting into a dynamic means for achieving both immediate and future financial goals. The book concludes with “Financial Statements: Decoding the Language of Business,” simplifying financial reports, and “The Dynamics of Global Economics,” providing a panoramic view of global economic forces. “Wallet Dynamics: The Spirited Journey to Financial Empowerment” is an essential guide, not just for students or entrepreneurs, but for anyone seeking to unravel the complexities of finance. It’s a beacon in the murky waters of monetary affairs, a book that doesn’t just inform, but empowers, making it an indispensable tool in your journey towards financial literacy.”


American Dream

American Dream
Author: Jason Navallo
Publisher: Navallo Publishing
Total Pages: 115
Release: 2016-10-01
Genre: Self-Help
ISBN: 1539089576

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Your Future, Your Dreams

Your Future, Your Dreams
Author: Angie Brimer
Publisher:
Total Pages: 108
Release: 2021-06-24
Genre:
ISBN:

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What are you going to do when you retire? Sure, the idea of not going to the same job day after day is appealing, but what are you actually going to do? Many of us live a fairly stationary life, creating a home base and not wandering too far for very long. But after retirement, new options appear on the horizon. You have the freedom to wander and see all of the beautiful worldly locations you never got to explore as much as you wanted, living in a world of deadlines and limited paid time off. More and more Americans are retiring abroad and are intrigued by the prospect of a new life. A change in scenery and culture is just one of the many reasons people choose to retire overseas. Other common reasons include better weather, retiree incentives, a lower cost of living, or making a reality out of a dream. Regardless of the reason, leaving behind your old life can be scary but it can also be exhilarating. Do you dream of waking up in time to watch the sunrise over a tropical beach? Does the idea of re-establishing yourself on foreign shores sound more than a little exciting? Have you spent your entire life wishing you could be somewhere else? In Your Future, Your Dreams: How to Retire Anywhere in the World, author Angie Brimer walks you through all steps of retiring overseas, from the practicalities to the deeply conflicting emotions you may experience. In this book, you'll learn how to outline a retirement plan. You'll also learn about a variety of amazing countries that you can move to, and what's required to make it work in a new location. In some places, you'll be able to drastically elevate your standard of living and in other places, you'll be so close to the ocean that you'll taste the salt in the air. Your post-retirement dreams of living overseas can come true. No matter where you choose to go, this book will show you how to create a home away from home.