Download or read book Secrets of Great Estate Planning written by Brenda Geiger and published by . This book was released on 2016-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Essential Retirement Planning for Solo Agers written by Sara Zeff Geber and published by Mango Media Inc.. This book was released on 2018-04-15 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

Download or read book Estate Planning Secrets of the Affluent written by Brenda L. Geiger and published by . This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Peace Revisited written by Dave Ramsey and published by Penguin. This book was released on 2002-12-30 with total page 364 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the help of a #1 New York Times bestselling author and finance expert, set your finances right with these updated tactics and practices Dave Ramsey knows what it's like to have it all. By age twenty-six, he had established a four-million-dollar real estate portfolio, only to lose it by age thirty. He has since rebuilt his financial life and, through his workshops and his New York Times business bestsellers Financial Peace and More than Enough, he has helped hundreds of thousands of people to understand the forces behind their financial distress and how to set things right-financially, emotionally, and spiritually. In this new edition of Financial Peace, Ramsey has updated his tactics and philosophy to show even more readers: • how to get out of debt and stay out • the KISS rule of investing—"Keep It Simple, Stupid" • how to use the principle of contentment to guide financial decision making • how the flow of money can revolutionize relationships With practical and easy to follow methods and personal anecdotes, Financial Peace is the road map to personal control, financial security, a new, vital family dynamic, and lifetime peace.

Download or read book The Single Woman s Guide to Retirement written by Jan Cullinane and published by John Wiley & Sons. This book was released on 2012-09-05 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: AWARDS: Silver Living Now Book Award, Mature Living/Aging 2014 (Silver) If you’re one of the 25 million single women over the age of 45 living in the United States today, AARP’s The Single Woman’s Guide to Retirement is your new best friend. Walking you through the challenges of retired or pre-retired life, from managing your finances to staying healthy in body, mind, and spirit, dealing with divorce, and even looking for love or work, the book covers the issues that really matter to you. Whether you’re looking for a retirement home or planning a cruise, this book is packed with specific details to help take the guesswork out of retirement. Author and retirement expert Jan Cullinane has gathered real-life stories from women just like you to illustrate your options and give you fresh new ideas about how to make the most of your retirement years.

Download or read book Die with Zero written by Bill Perkins and published by Houghton Mifflin. This book was released on 2020 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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"--

Download or read book Suddenly Single After 50 written by Barbara Ballinger and published by Rowman & Littlefield. This book was released on 2016-07-08 with total page 215 pages. Available in PDF, EPUB and Kindle. Book excerpt: A stressful, protracted divorce. A difficult, painful death of a beloved husband. And suddenly, after age 50, you’re on your own again. Your children have moved out, your parents are aging fast or deceased, your friends’ lives continue onward, seemingly unchanged. Being suddenly single after age 50 can be terrifying, but eventually it can also be liberating. It can be fraught with worry and decisions you’re unprepared initially to make, but it can also be a time to reevaluate, reestablish, and reinvent. It can be financially and emotionally unstable at times, but it can be the start of a new chapter, or the discovery of someone you didn’t know you were, or could become, after the grief of a loss so difficult. Long-time friends and authors Barbara Ballinger and Margaret Crane have a lot in common. Both lived in the same city for years. Both are writers. Both married their husbands right out of college. Both are mothers of grown children who have left home. And both had aging parents when these difficult journeys began. Both found themselves alone, husbands lost to divorce and death, two separate situations that were equally traumatic— for Barbara, a divorce that took four years to end, and for Margaret, a five-year, gut-wrenching siege of myriad cancers that ended in death. Barbara and Margaret struggled but discovered not only that their new lives were, indeed, worth living, but that the insight gleaned from their experiences could help other people in similar straits. The result is Suddenly Single After 50, an honest and riveting, yet funny and poignant guide that provides advice for those who find themselves divorced, widowed, or otherwise suddenly single just about the time they start getting those AARP cards in the mail and while many of their friends are gleefully discussing retirement plans and toasting milestone wedding anniversaries. Suddenly Single After 50 is told with authenticity, wit, and compassion. They discuss living alone, attending social events alone, eating by themselves, sleeping alone, walking and traveling alone, then how they also came to feel they were not alone, not really, with loyal friends and family. They share how their once right-sized houses suddenly felt empty, too big, and too full of stuff that no longer made sense. They write about all the legal and accounting woes that befell them. And they tell readers what it’s like to be over 50 and dating again—after decades out of that scene, which had changed in unfathomable yet often hilarious ways. Suddenly Single After 50 addresses what life is really like when it’s suddenly shaped as single. It helps readers understand the grief, frustration, and sadness alongside reawakening into the world. Anyone who finds themselves suddenly single in middle age and beyond--or knows someone who is--will find in these pages both advice and reflection, support, and a way forward.

Download or read book Ernst Young s Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Download or read book Make Your Own Living Trust Avoid Probate written by Enodare and published by . This book was released on 2014-03 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: With detailed information, easy-to-follow instructions, helpful worksheets and all of the forms necessary, this book shows both individuals and couples how to avoid the otherwise inevitable delays and costs of probate by preparing their own revocable living trusts and employing other simple probate avoidance strategies.

Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.

Download or read book Federal Wealth Transfer Taxes written by Kevin M. Yamamoto and published by West Academic. This book was released on 2006-01-01 with total page 506 pages. Available in PDF, EPUB and Kindle. Book excerpt: The modern federal wealth transfer tax regime traces back to the Revenue Act of 1916. Today, the federal wealth transfer tax regime consists of three separate taxes: (1) the federal estate tax; (2) the federal gift tax; and (3) the federal generation-skipping transfer tax. All three taxes are excises imposed on the gratuitous transfer of wealth by individuals. Yamamoto and Donaldson's Black Letter Outline on Federal Wealth Transfer Taxes thoroughly covers and explains all three types of federal wealth transfer taxes.

Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Download or read book Financial Planning for the Utterly Confused written by Joel J. Lerner and published by McGraw Hill Professional. This book was released on 2007-09-27 with total page 313 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make sense of your financial life-and plan for a prosperous future When it comes to financial planning, it's easy to become befuddled. But with the Sixth Edition of Financial Planning for the Utterly Confused, you'll find guidance on planning for every contingency, from saving for a child's education to making decisions about retirement, insurance, and real estate. To make the right decisions about your financial future, it's important to understand the wide array of investment options available. From Roths and 401(k)s to social security benefits and Medicare to mortgage and life insurance, you'll have a helpful, easy-to-understand guide that takes the confusion out of financial planning. You'll also find: Investment and financial planning strategies especially suited to women and singles The right healthcare funds for seniors The ins and outs of the latest mutual funds Effective methods to save for college tuition

Download or read book Retiring Solo written by Lori Martinek and published by Createspace Independent Publishing Platform. This book was released on 2016-08-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Millions of Americans are finding themselves on their own as they head toward retirement. Some are solo by circumstances, others by choice. Baby Boomers all of them, they are driving new trends in housing, work, caretaking and traveling, while also redefining what it means to be part of a community. These partner-less pioneers are rewriting the book on retirement as they learn what it takes to successfully retire solo and remain happy, healthy and independent in the coming years. Being solo is no longer just a stop on the way to a happy ending. For an increasing number of people, it's a lifestyle choice and the destination. Solo is a natural, dynamic state that we experience as we cycle in and out of life stages, living arrangements and relationships. The new reality is that most of us will spend more time solo than in a married or committed relationship over the course of our lifetime. And: It is almost certain that we will be solo during the later years of our lives. Nearly 10,000 Baby Boomers turn 65 every day - a reality that began in 2010 and is expected to continue through 2029. Few feel financially prepared for retirement. Those who are married are likely counting on a spouse's income to help save for retirement and to provide a second Social Security check in the future. Statistics, however, indicate that most married Boomers are destined to become solo again, whether through death or divorce. In short, there are no guarantees in life, whether you are solo, married or somewhere in between. It is likely that you will have to continue working, start a business or come up with another source of income to supplement whatever Social Security benefits you may earn. Have you thought about how you will spend your time in retirement, how or where you may want to live, how you will stay active and healthy in the years ahead, or who will be there for you as you grow older? You should. It's never too late, or too soon, to develop a plan to protect your independence and make sure that your coming years are happy, healthy and brightened by a sense of community. Retiring Solo will show you how to begin. --------------- Author Lori Martinek is a successful serial entrepreneur and an advisor and mentor to business owners. As a small business owner for nearly 30 years, Lori knew that she needed a plan to secure her future and protect her independence as she grew older. As a vibrant single woman with a passion for outdoor activities and social causes, Lori also wanted to protect her health and her mobility, stay active and engaged in the world around her, create a sense of community that would provide social opportunities and support, and find a way to 'live alone, but together' with other active adults. Her journey to create her personal retirement rebalancing plan also produced this book.

Download or read book 40 Dates in 4 Months written by Janine Conway and published by Createspace Independent Publishing Platform. This book was released on 2018-02-14 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life as a single military mom was tough! So was dating as a "single again" minister with little previous dating experience! Motivated by a painful and public breakup, JJ decided to make one summer her "Summer of Love," determined to say "yes" to every man who asked her out on a date. Through an online dating profile, she was contacted by over 300 men over a 4 month period of time. JJ went out with 24 of them for a total of 49 dates (up to 4 in one week!). Most men ran when they learned of JJ's military career, her ministry and her financial side business, however, quite a few were very honest about why things didn't work out (when asked). She describes 40 of those dates here with dating lessons she learned along the way. The best part of the story? In the process, JJ met the love of her life and is now happily married!

Download or read book Who Will Take Care of Me When I m Old written by Joy Loverde and published by Thorndike Press Large Print. This book was released on 2018 with total page 681 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Published in 2018 by arrangement with Da Capo Press, a subsidiary of Hachette Book Group, Inc."--Title page verso.

Download or read book The Family Bank Strategy written by David Thomas Phillips and published by CreateSpace. This book was released on 2015-01-01 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his newest book, David Phillips explains 17 positive features of The Family Bank Strategy and lists 10 factors that have come together to make it one of the premium safe money strategies today. For many of you, The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.