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Wealth Regeneration at Retirement

Author : Kaycee Krysty

Publisher : John Wiley & Sons

Page : 132 pages

File Size : 23,70 MB

Release : 2012-09-07

Category : Business & Economics

ISBN : 1118330579

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Book Description

Tailoring retirement for successful business leaders Traditional retirement planning fails to meet the needs of wealthy baby boomers, particularly those who are business leaders. There is no “one size fits all” answer. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative – one that acts more like a GPS. The authors, Kaycee Krysty and Bob Moser, leaders of the highly regarded Seattle-based wealth management firm, Laird Norton Tyee, use a proprietary discipline, Wealth Regeneration®, to calculate the route to retirement and beyond for those at the top. The authors challenge successful boomers to redefine retirement on their own terms. They outline a process to create a sustainable plan to achieve retirement objectives. Their years of experience in counseling CEO’s and business founders through transitions is reflected throughout. For many successful boomers, the answer to the prospect of retirement has been, “I’d rather not.” Yet change is inevitable. Wealth Regeneration at Retirement provides a thoughtful and thorough way for leaders to move onward. Describing Wealth Regeneration in a digestible, actionable format, the book provides the framework, tools, and techniques that successful baby boomers and their advisors need to incorporate this innovative approach for a lifetime of leadership and legacy. Packed with learning aids, including graphics, diagrams, worksheets and exercises, the book helps readers build a unique life plan that is about more than simply retirement. The book includes: A proprietary approach to retirement planning that changes seamlessly when times and circumstances change A four component methodology - Where You Are; What You Want; What to Do; and Make it Happen – to ensure continuous feedback, accountability, and measurement of lifetime goals Retirement planning expertise from wealth management firm Laird Norton Tyee Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership is artfully illustrated and filled with practical advice for wealthy baby boomers and the financial advisors they rely on. It explains exactly how to build a personalized and sustainable plan for retirement no matter where life may lead.



Wealth Regeneration at Retirement

Author : Kaycee W. Krysty

Publisher :

Page : pages

File Size : 20,87 MB

Release : 2013

Category : Baby boom generation

ISBN : 9781299448957

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Book Description

"Tailoring a retirement planning strategy for baby boomers' needsTraditional retirement planning approaches fail to meet the needs of affluent baby boomers, particularly those who have been business leaders. There is no "one size fits all" answer for planning for retirement, but few financial advisors accept this reality. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative--wealth management firm Laird Norton Tyee's proprietary discipline, ReGenU--that acts more like a GPS, recalculating the route to retirement--and beyond--for those at the top. Describing ReGenU in a digestible, actionable format, the book provides the framework, tools, and techniques successful baby boomers and their advisors need in order to incorporate this novel approach to planning for a lifetime of leadership and legacy. Packed with learning aids, including graphics/diagrams, worksheets, and exercises, the book is designed to help readers to build their own unique plan that is about more than simply retirement. Presents a proprietary approach to retirement planning that changes seamlessly when times and circumstances change Employs a four component assessment--Where You Are; What You Want; What to Do; and Make It Happen--to ensure continuous feedback, accountability, and measurement of lifetime goals Brings wealth management firm Laird Norton Tyee's retirement planning expertise to readers everywhere Lavishly illustrated and filled with practical advice for wealthy baby boomers and the financial advisors and planners they rely on, Wealth Regeneration at Retirement explains exactly how to build a personalized and sustainable plan for retirement plan no matter where life may lead"--



How to Make Your Money Last - Completely Updated for Planning Today

Author : Jane Bryant Quinn

Publisher : Simon & Schuster

Page : 432 pages

File Size : 38,45 MB

Release : 2020-01-07

Category : Business & Economics

ISBN : 1982115831

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Book Description

NOW COMPLETELY UPDATED to reflect the changes in tax legislation, health insurance, and the new investment realities. In this “highly valuable resource” (Publishers Weekly, starred review) Quinn “provides simple, straightforward” (The New York Times) solutions to the universal retirement dilemma—how to make your limited savings last for life—covering mortgages, social security, income investing, annuities, and more! Will you run out of money in your older age? That’s the biggest worry for people newly retired or planning to retire. Fortunately, you don’t have to plan in the dark. Jane Bryant Quinn tells you how to squeeze a higher income from all your assets—including your social security account (get every dollar you’re entitled to), a pension (discover whether a lump sum or a lifetime monthly income will pay you more), your home equity (sell, rent, or take a reverse mortgage?), savings (how to use them safely to raise your monthly income), retirement accounts (invest the money for growth in ways that let you sleep at night), and—critically—how much of your savings you can afford to spend every year without running out. There are easy ways to figure all this out. Who knew? Quinn also shows you how to evaluate your real risks. If you stick with super-safe investment choices, your money might not last and your lifestyle might erode. The same might be true if you rely on traditional income investments. Quinn rethinks the meaning of “income investing,” by combining reliable cash flow during the early years of your retirement with low-risk growth investments, to provide extra money for your later years. Odds are, you’ll live longer than you might imagine, meaning that your savings will stretch for many more years than you might have planned for. With the help of this book, you can turn those retirement funds into a “homemade” paycheck that will last for life.



Creating Wealth

Author : Robert G. Allen

Publisher : Simon and Schuster

Page : 272 pages

File Size : 38,29 MB

Release : 2006-08-07

Category : Business & Economics

ISBN : 0743293606

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Book Description

Popular speaker, multimillionaire, and author of the all-time bestselling real-estate book Nothing Down, Robert G. Allen knows how to bring you financial success. With his seminars sweeping the nation, Allen is at the cutting edge of strategic wealth creation now more than ever. And in this completely revised edition of his classic bestseller Creating Wealth Allen gives you the basic principles that you need to stop thinking poor and start growing rich. Moving beyond just real estate, Allen goes straight to the core of people's inner motivations and beliefs about money to give you all the fundamentals of wealth creation. By developing a wealthy mind-set, anyone can take off into financial self-reliance -- and Allen shows you how. He explains the ways in which most of us have been programmed to think that only saving is good and debt and risk are bad, so that in our efforts to gain security, we cheat ourselves out of getting rich. The key to changing that mind-set is Allen's unique integration of real estate with other wealth-generating investments. In his trademark, easy-to-understand style Allen spells out all his practical applications and shows you how to: Take advantage of recent tax laws Use leverage to multiply holdings while minimizing risks Benefit from high-yield discount mortgages Acquire long-term profits in gold and silver coins Set up corporations and trusts to protect assets Find the highest rate of return with the greatest liquidity As Robert Allen has proved in his own life -- becoming a multimillionaire well before he was thirty-five -- it doesn't matter how much or how little money you have when you start as long as you understand the right principles -- timeless principles that can make you a fortune.



Wealth After Work

Author : William G. Gale

Publisher : Brookings Institution Press

Page : 406 pages

File Size : 36,91 MB

Release : 2021-07-27

Category : Business & Economics

ISBN : 0815739354

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Book Description

Pensions and retirement saving plans have helped millions of households build financial security. But tens of millions of people have been left behind, without access to these wealth accumulation vehicles. For many others, the plans they have do not ensure financial security in retirement. The problems that underlie these failures can be addressed. This book proposes concrete, practical ways to make dependable retirement income accessible for all Americans—not just those with means. Individual accounts have eclipsed traditional pensions as the primary vehicle for retirement saving in the United States—a shift that underlies many sources of retirement insecurity. The 401(k) plan and similar accounts have increased financial security for many people but have done nothing for millions more. Many of those who do have such plans are burdened with the need to make numerous saving, investment, and withdrawal decisions that stress their financial acumen. Financial advice that is unbiased, unconflicted, and affordable is often difficult to find. Managing wealth in retirement—especially the need to convert retirement savings into steady income—poses significant challenges that current financial instruments and practices do not adequately address. Economic downturns like the Great Recession and the COVID-19 pandemic increase financial insecurity and make addressing these issues more urgent. Written by noted experts in the field, Wealth After Work offers practical solutions that address these concerns. The proposals show how policymakers can help all Americans gain access to retirement savings accounts, obtain better information about their savings choices, and better manage their wealth in retirement. By proposing solutions that build on, rather than replace the existing system, the book provides a nuanced, practical guide to reform that would benefit all Americans.



Retire Wealthy

Author : Eric D. Brotman, CFP®

Publisher : Author House

Page : 209 pages

File Size : 14,65 MB

Release : 2014-06-26

Category : Business & Economics

ISBN : 1496911245

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Book Description

In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)



The Complete Guide to Creating Generations and Generations of Wealth

Author : Sam M. Ali

Publisher : Tate Publishing

Page : 260 pages

File Size : 41,60 MB

Release : 2010-04

Category : Business & Economics

ISBN : 161566484X

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Book Description

Are you struggling financially? Are you worried about your retirement? It's time for a change. Many middle-class Americans are losing the opportunity to have financially secure futures by simply following government mandates. However, practicing some basic steps could prevent that. In Creating Generations and Generations of Wealth, real-estate guru Sam M. Ali shares his time-tested advice for establishing a reliable retirement income stream. One of his inspirational mottos is 'Cash is king but cash flow is retirement king.¨ Learn how to: Build wealth as the super rich do Develop a passive stream of retirement income Overcome investment fears Create wealth for loved ones Discover the secret to surpassing your current income and retiring early and being rich in Creating Generations and Generations of Wealth.



Climbing the Financial Mountain

Author : Ron Hawks

Publisher : Tate Pub & Enterprises Llc

Page : 260 pages

File Size : 25,57 MB

Release : 2013-07-02

Category : Business & Economics

ISBN : 9781625102607

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Book Description

Are you worried about having enough money to retire? Are you confused about how to invest your money? Do you want a financially secure future, but feel the day-to-day obstacles to becoming successful are too overwhelming? If you're looking for simple answers to these difficult problems, look no further than Climbing the Financial Mountain. In plain, accessible language, author Ron Hawks explains the process he personally followed to become completely debt free, achieve a multi-million dollar portfolio, and fulfill the dream of an early retirement at age 43. Following these principles, readers can immediately take control of their current and future financial situation. All important aspects are covered, including: - Managing your current financial situation - Calculating your nest egg for retirement - Finding the money to achieve your financial goals - Investing your money to maximize wealth and minimize risk - Understanding the psychology of investing - Addressing important decisions (personal and financial) before you retire - Converting your assets to a lifetime of retirement income By clearly illuminating the numerous intricacies of the fiscal world, Hawks teaches how to maximize your wealth by making simple decisions in terms of how you save, invest, and spend your assets throughout your lifetime. Whether you're just starting out or nearing retirement, this book is an invaluable resource for readers of any age who want to build and preserve their wealth so they can stay on the path toward financial prosperity.



The Buckets of Money Retirement Solution

Author : Raymond J. Lucia

Publisher : John Wiley & Sons

Page : 240 pages

File Size : 33,85 MB

Release : 2010-07-20

Category : Business & Economics

ISBN : 0470906715

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Book Description

Investors, shell-shocked by the "Great Recession" of 2008-2009, are looking for answers, for something fresher than the old 'buy-and-hold' mantra. They hunger for stability, yet yearn for growth to rejuvenate their battered portfolios. Ray Lucia's The Buckets of Money Retirement Solution: The Ultimate Guide to Income for Life provides just that—a reassuring and scientifically proven strategy that gives investors both growth and income. Lucia, a Certified Financial Planner who's helped thousands of people invest more than $2 billion, explains how to spend down 'safe' buckets (containing, for example, Treasuries, CDs, bonds), while leaving a riskier bucket (real estate, stocks and alternative investments) to grow long-term. This strategy shields investors from the short-term ups and downs of the market. And it gives them the courage and discipline to stay invested no matter what the future holds. Written in a breezy, accessible style and loaded with tons of examples and clear, specific calculations, the book explains how to set your financial goals, divvy up your money accordingly, and then invest intelligently. With this book as your guide, readers will learn how to achieve both income and growth while at the same time reducing risk. "All in all," Lucia writes, "this plan is akin to a sports car that seats six, approximating the best of both worlds. In this case by being a conservative strategy that’s also growth-oriented." Almost every kind of investment—stocks, bonds, commodities, real estate—plunged in the past year or two, turning off millions of investors who'd been planning for and counting on a reasonably comfortable retirement. These retirees or near-retirees need solutions ... something fresher than the old 'buy-and-hold' mantra. Yet here's what they hear from the financial-services industry: Set up an asset-allocation model, then take a systematic withdrawal to support your retirement ... remembering, of course, to rebalance the accounts to remain in sync with the model. Wrong! That maximizes the advisors' fees but doesn't protect the investors' assets during the tough times.



Forecasting Retirement Needs and Retirement Wealth

Author : Olivia S. Mitchell

Publisher : University of Pennsylvania Press

Page : 392 pages

File Size : 41,82 MB

Release : 2000

Category : Business & Economics

ISBN : 9780812235296

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Book Description

Many new retirement-related opportunities and risks confront individuals and employers in the 21st century. Opportunities include the exciting prospects of living longer, living healthier, and living a more productive life than ever before. But the risks are also huge, including the challenge of setting an income goal and then saving enough for retirement, investing wisely in a time of financial turmoil, and planning carefully for a long period of time in retirement. What are retirement needs and how much will we need to save for old age? What is retirement becoming, especially in an era of downsizing and early retirement? What assets should we hold prior to and throughout the retirement period? How should we invest our pension assets, and how can education influence 401(k) plan saving? How important are employer-provided pensions and social security in protecting retirees against old-age poverty? And what special problems do minorities and women face? Forecasting Retirement Needs and Retirement Wealth draws on the latest information available on health, wealth, and retirement in America, to offer new perspectives on ways to support the expanding population of older citizens. As these novel paths to retirement emerge, paths that involve "bridge" jobs and gradual transitions through various states of employment, they force new thinking on the concept and process of retirement. Contributors explore the difficult problem of determining what resources people need during retirement and offer ways to think about how much to save for old age.Also in the Pension Research Council Publications series-- Prospects for Social Security Reform Edited by Olivia S. Mitchell, Robert J. Myers, and Howard Young ISBN 0-8122-3479-0 / Cloth Living with Defined Contribution Pensions Remaking Responsibility for Retirement Edited by Olivia S. Mitchell and Sylvester J. Schieber ISBN 0-8122-3439-1 / Cloth Positioning Pensions for the Twentieth-First Century Edited by Michael S. Gordon, Olivia S. Mitchell, and Marc M. Twinney ISBN 0-8122-3391-3 / Cloth