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Family Wealth Protection Planning

by James L. Moore

The title of this book could just as well have been; “How To Co-Create Plans That Work With People Who Care.” Based on the premise that something “works”—in this case your Family Wealth Protection...


Social Security 101

by Alfred Mill

A crash course in retirement benefits!

Too often, writing about social security turns the noteworthy details of the benefits into boring details about regulations or biased political arguments that would put...


Create The Retirement You Really Want

by Clay Gillespie

Clay Gillespie wants you to stop procrastinating and start doing something about your retirement. In Create the Retirement You Really Want, you'll learn how to retire on your terms, not someone else's, so you...


Get It Together: Organize Your Records So Your Family Won't Have To

by Melanie Cullen & Shae Irving

This workbook is a complete guide to collecting and organizing important papers and information, and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The...


Making Social Security Work for You

by Emily Guy Birken

Featured in The Washington Post

An up-to-date guide to getting the most out of Social Security under the new regulations that took effect on April 29, 2016.

Despite reports of Social Security's impending bankruptcy,...


The Retirement Rescue Plan: Retirement Planning Solutions for the Millions of Americans Who Haven't Saved "Enough"

by Melissa Phipps & Nancy Collamer

"...fresh, realistic, and comprehensive solutions for the millions of Americans who haven't saved enough for retirement."

—NANCY COLLAMER, Public Speaker, Career Coach, and Author of Second-Act Careers: 50+...


The Retirement Rescue Plan: Retirement Planning Solutions for the Millions of Americans Who Haven't Saved "Enough"

by Melissa Phipps & Nancy Collamer, M.S.

"...fresh, realistic, and comprehensive solutions for the millions of Americans who haven't saved enough for retirement."

—NANCY COLLAMER, Public Speaker, Career Coach, and Author of Second-Act Careers: 50+...


Summary of Get What's Yours: by Laurence J. Kotlikoff and Philip Moeller | Includes Analysis

by Instaread Summaries

Summary of Get What’s Yours by Laurence J. Kotlikoff and Philip Moeller | Includes Analysis

 

Preview:

Boston University economics professor, Laurence J. Kotlikoff, journalist specializing in retirement...


The OverTaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog

by Phil DeMuth

Today, Taxes Come First

Every year, Congress used to paste together a mismash of temporary tax rules. Then the so-called American Taxpayer Relief Act of 2012 rocked this world, making long-range tax planning possible...


Football Financial Planning: Using the Gridiron to Understand, Insurance, Investments, and Banking.

by Steven C. Roberts

Football Financial Planning is a fun way for people to look at financial planning and the products that go with it by relating them to the game of football. To just talk about insurance or investments can sometimes...


Pensionless

by Emily Brandon

As seen in The Washington Post, US News & World Report, and Yahoo!

Get the most out of your retirement!

If you're one of the millions of Americans without a pension plan, your retirement years might seem like...


What Your Financial Advisor Isn't Telling You: The 10 Essential Truths You Need to Know About Your Money

by Liz Davidson

A stunning and highly educational personal finance book aimed at everyone who has a financial advisor or has ever considered hiring one. This book will serve as your Rosetta Stone to interpreting financial jargon...


The Index Card: Why Personal Finance Doesn't Have to Be Complicated

by Helaine Olen & Harold Pollack

“THE MOST NOTABLE PERSONAL FINANCE WRITING OF 2013 . . . WAS A HANDWRITTEN 4 × 6 INDEX CARD.”  —MINNEAPOLIS STAR TRIBUNE

TV analysts and money managers would have you believe your finances are enormously...


How to Make Your Money Last: The Indispensable Retirement Guide

by Jane Bryant Quinn

Turn your retirement savings into a steady paycheck that will last for life with Jane Bryant Quinn’s “‘how to’ book that covers every phase of retirement finance. Bottom line, anyone on the retirement...


The Big Bucket List Book: 133 Experiences of a Lifetime

by Gin Sander

Everyone has a daunting "bucket list" of things to complete before they die. The problem? We spend too much time creating lists of what we want to achieve instead of just doing it.

The Big Bucket List Book will...


How to Retire with Enough Money: And How to Know What Enough Is

by Teresa Ghilarducci

Here is a single-sit read than can change the course of your retirement. Written by Dr. Teresa Ghilarducci, an economics professor, a retirement and savings specialist, and a trustee to two retiree health-care...


The Essential Retirement Guide: A Contrarian's Perspective

by Fred Vettese

Retirement planning is difficult enough without having to contend with misinformation. Unfortunately, much of the advice that is dispensed is either unsubstantiated or betrays a strong vested interest. In The...


As Safe As Houses: Cracking the Code to Profitable Property Investment

by Silas J. Lees

The unique formula that thousands of successful property investors are using to retire early and live the life others only dream about is revealed here. As Safe As Houses explains why your money is safer in...


Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams (8th Edition)

by David Trahair

If you read the papers and listen to the "experts," you've heard the usual pitches about retirement: you'll need a million dollars so you better start an RRSP early and maximize your contributions, trust the...


A Joosr Guide to... Money: Master the Game by Tony Robbins: 7 Simple Steps to Financial Freedom

by Joosr

In today's fast-paced world, it's tough to find the time to read. But with Joosr guides, you can get the key insights from bestselling non-fiction titles in less than 20 minutes. Whether you want to gain knowledge...