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| Author | : James Matthew Edwards |
| Publisher | : |
| Total Pages | : 166 |
| Release | : 2010-01 |
| Genre | : Business & Economics |
| ISBN | : 9780984376308 |
If you're a Baby Boomer, an annuity may be your ticket to a secure and comfortable retirement. Written in easy-to-read language, this guide explains what annuities can and cannot do, their costs, and the risk management features that annuities offer.
| Author | : Kerry Pechter |
| Publisher | : John Wiley & Sons |
| Total Pages | : 373 |
| Release | : 2011-02-09 |
| Genre | : Business & Economics |
| ISBN | : 1118051939 |
Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement. How can you find out whether an annuity is right for you? Read Annuities For Dummies, 3rd Edition. This completely revised and updated, plain-English guide is packed with the latest information on choosing the best annuity for your retirement needs. You’ll find out exactly what annuities are, whether they’re the right financial vehicle for you, and which of the many annuity options might have your name on it. You’ll learn the ins and outs of using annuities to fund your retirement years, figure out whether to stress investments with insurance or insurance with investments, and find out how the right combination of annuities can help you squeeze more income out of your savings that any other financial tool. Discover how to: Identify the main types of annuities Weigh the pros and cons of annuities for yourself Minimize the complexity and cost of your annuity investment Figure out how much money to commit Avoid common annuity pitfalls Create an income you can’t outlive The time to start securing your financial future is now. Annuities For Dummies, 3rd Edition, gives you knowledge, insider tips, and expert advice you need to make your money do its best for you.
| Author | : Bill Perkins |
| Publisher | : Houghton Mifflin |
| Total Pages | : 243 |
| Release | : 2020 |
| Genre | : Business & Economics |
| ISBN | : 0358099765 |
"A ... new philosophy and ... guide to getting the most out of your money--and out of life--for those who value memorable experiences as much as their earnings"--
| Author | : Troy B. Daum |
| Publisher | : Morgan James Publishing |
| Total Pages | : 119 |
| Release | : 2019-04-02 |
| Genre | : Business & Economics |
| ISBN | : 164279273X |
“Explains in easy, digestible anecdotes on how consumers can plan for the golden years without going broke trying to enjoy [them]” (Orlando Sentinel). Are you ready to retire, but are afraid of running out of money? Do you know who to trust? People imagine retirement as learning new things, challenging themselves, giving back as a mentor, spending their days with family and friends, or filling them with exciting adventures. The vision is the beginning but realizing those goals requires more steps than people realize. Your Insiders’ Guide to Retirement serves as a mentor for retirees written by three advisors who have helped many down this path countless times with a proven system in place. With a combined seventy-five years of experience in financial services, Troy Daum, R.J. Gordon Tudor, and Jeff Poole explore why people are fed up with the scandals of Wall Street, brokerages, and insurance companies. They introduce readers to an exciting new profession where companies act as a fiduciary. They present a paradigm shift in the financial services space and emphasize the importance of why retirees must understand and have a financial plan, and how they, too, can follow the path to an amazing retirement journey. “A groundbreaking book.” —Chicago Tribune “Written with encouraging anecdotes and sound advice, this book serves as a guide to help readers outline the life they want to live during retirement.” —Capital Gazette “Show[s] why having the right advisor will make all the difference between living with financial worries and having a life of financial independence.” —Peter Mangan, CEO, Shareholders Service Group
| Author | : Alan Gart |
| Publisher | : McGraw-Hill Companies |
| Total Pages | : 216 |
| Release | : 1984 |
| Genre | : Business & Economics |
| ISBN | : |
| Author | : F. Bentley Mooney, Jr. |
| Publisher | : AuthorHouse |
| Total Pages | : 294 |
| Release | : 2011-06-23 |
| Genre | : Law |
| ISBN | : 1452018057 |
This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.
| Author | : Jeffrey Laderman |
| Publisher | : McGraw-Hill Companies |
| Total Pages | : 130 |
| Release | : 1995 |
| Genre | : Business & Economics |
| ISBN | : 9780070360167 |
The Insider's Guide to Mutual Funds will give you instant access to the world of Mutual Funds, helping you develop an investment strategy that will work! The Insider's Guide answers your Mutual Fund investing questions in a clear, concise, eay-to-use format.
| Author | : Brian Breuel |
| Publisher | : Penguin |
| Total Pages | : 378 |
| Release | : 1996 |
| Genre | : Business & Economics |
| ISBN | : 9780028611136 |
Introduces the principles of purchasing insurance against anticipated risks, and discusses life, diasability, and health insurance, annuities, and property and casualty insurance
| Author | : Lien Luu |
| Publisher | : Routledge |
| Total Pages | : 246 |
| Release | : 2021-12-27 |
| Genre | : Business & Economics |
| ISBN | : 1000516326 |
Financial services are an ever increasing part of the infrastructure of everyday life. From banking to credit, insurance to investment and mortgages to advice, we all consume financial services, and many millions globally work in the sector. Moreover, the way we consume them is changing with the growing dominance of fintech and Big Data. Yet, the part of financial services that we engage with as consumers is just the tip of a vast network of markets, institutions and regulators – and fraudsters too. Many books about financial services are designed to serve corporate finance education, focusing on capital structures, maximising shareholder value, regulatory compliance and other business-oriented topics. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion is different: it swings the perspective towards the end-user, the customer, the essential but often overlooked participant without whom retail financial services markets would not exist. While still introducing all the key areas of financial services, it explores how the sector serves or sometimes fails to serve consumers, why consumers need protection in some areas and what form that protection takes, and how consumers can best navigate the risks and uncertainties that are inherent in financial products and services. For consumers, a greater understanding of how the financial system works is a prerequisite of ensuring that the system works for their benefit. For students of financial services – those aspiring to or those already working in the sector – understanding the consumer perspective is an essential part of becoming an effective, holistically informed and ethical member of the financial services community. A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion will equip you for both these roles. The editors and authors of A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion combine a wealth of financial services, educational and consumer-oriented practitioner experience.
| Author | : Hank Parrot |
| Publisher | : John Wiley & Sons |
| Total Pages | : 230 |
| Release | : 2011-06-15 |
| Genre | : Business & Economics |
| ISBN | : 1118111885 |
An interactive guide to mapping your retirement plans In Seven Steps to Financial Freedom in Retirement, financial advising and estate planning expert Harold Parrott guides the reader through the sometimes murky waters of retirement planning. Using a simple "Lifestyle Expense" planning approach customized to see how much money each person needs to live on in retirement, Parrott explains what investments can help readers reach their desired goals with minimum risk. Using detailed questionnaires, the book provides an informative guide for anyone concerned about having enough money to live comfortably in their retirement years. An educational book employing an easy-to-understand format, Seven Steps explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof, looking at: Annuities, bonds, and CDs The perils of "stock picking" The basics of estate planning A unique and indispensible resource for assessing finances to determine the full scope of the reader's assets, the book helps to determine projected lifestyle expenses post-retirement and crafts a road map showing what types of products and accounts are likely to be of most value.
