Book Description

Now in its fifth year of printing, and for the first time ever - in large print - Solving The Retirement Puzzle With 4 Easy Pieces has become a guidebook for soon to be and recent retirees alike. Coauthored by Peter Wechsler, Your Retirement Quarterback(R), and Jeremy A. Wechsler, Esq., Your Estate Planning and Asset Protection Attorney, Solving The Retirement Puzzle leads you through the potential minefields of both retirement and estate planning. Having focused exclusively on retiree issues for the past 15 years, Peter and Jeremy know the importance of having a solid, secure plan for your nonwork years to ensure reliable income and peace of mind, even amidst up and down markets. As Your Retirement Quarterback(R), Peter explains how he helps folks navigate the many challenges involved in retirement planning. Using their "Four Step Discovery Review Process" as a guide, the pages of Solving The Retirement Puzzle start with Peter's exploration of Income and Tax Planning, along with Risk Exposure and Risk Comfort Level. Those principles established, Jeremy then tackles Estate and Elder Planning. You've worked hard to build your nest egg. You saved, you scrimped and you sacrificed - determined to retire comfortably and leave a lasting legacy for those you love. Now, you must strive to protect and preserve that nest egg while also using it for your future and the future of your kids and grandkids. But you can't do it alone. Peter and Jeremy, and Solving The Retirement Puzzle With 4 Easy Pieces, have the information and insight you need.