The Swiss Army Knife of Retirement Cash Flow PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download The Swiss Army Knife of Retirement Cash Flow PDF full book. Access full book title The Swiss Army Knife of Retirement Cash Flow by Kevin Guttman. Download full books in PDF and EPUB format.
Author: Kevin Guttman Publisher: Advanced Marketing Group Inc. ISBN: 154710385X Category : Business & Economics Languages : en Pages : 100
Book Description
The Swiss Army Knife of Retirement cash Flow is a valuable guide for Senior Citizens looking to live the lifestyle in retirement that they have worked hard for and deserve. This book is filled with informative and beneficial stories detailing how older homeowners have used reverse mortgages to supplement their cash flow and maintain their independence.
Author: Kevin Guttman Publisher: Advanced Marketing Group Inc. ISBN: 154710385X Category : Business & Economics Languages : en Pages : 100
Book Description
The Swiss Army Knife of Retirement cash Flow is a valuable guide for Senior Citizens looking to live the lifestyle in retirement that they have worked hard for and deserve. This book is filled with informative and beneficial stories detailing how older homeowners have used reverse mortgages to supplement their cash flow and maintain their independence.
Author: Randy Neumann, CFP® Publisher: Xlibris Corporation ISBN: 9781462845330 Category : Self-Help Languages : en Pages : 264
Book Description
The information in this book is extensive. You can use it to sound glib at the water cooler, on the golf course or at a cocktail party. But that would not be it’s best use. Instead, use it to improve your life. The information contained in this book will provide you with the questions to ask, and motivate you to find an advisor you can trust. The next step is to have them prepare a comprehensive, written financial plan for you. A financial plan, like a fine tapestry, should be artfully woven to produce a valuable life chart. Next, implement the plan. Get your house in order. Understand your cash flow. Harmonize your investment portfolio so that it will support you throughout your retirement. Properly insure the risks of life that are: illness, disability, death, property damage, lawsuits and a lengthy long-term care stay. The latter can put you and your family in bankruptcy and/or dependent on a government welfare program. Lastly, carefully plan for your estate so that your worldly goods go to those whom you choose, not some agency of the government. “Knowing is not enough; we must apply. Willing is not enough; we must do.” —Johann Wolfgang Von Goethe
Author: Eilís Ferran Publisher: Cambridge University Press ISBN: 1139851780 Category : Law Languages : en Pages :
Book Description
The EU and the US responded to the global financial crisis by changing the rules for the functioning of financial services and markets and by establishing new oversight bodies. With the US Dodd–Frank Act and numerous EU regulations and directives now in place, this book provides a timely and thoughtful explanation of the key elements of the new regimes in both regions, of the political processes which shaped their content and of their practical impact. Insights from areas such as economics, political science and financial history elucidate the significance of the reforms. Australia's resilience during the financial crisis, which contrasted sharply with the severe problems that were experienced in the EU and the US, is also examined. The comparison between the performances of these major economies in a period of such extreme stress tells us much about the complex regulatory and economic ecosystems of which financial markets are a part.
Author: Mr. Peter Zeihan Publisher: Hachette UK ISBN: 1455583677 Category : Political Science Languages : en Pages : 446
Book Description
An eye-opening assement of American power and deglobalization in the bestselling tradition of The World is Flat and The Next 100 Years. Near the end of the Second World War, the United States made a bold strategic gambit that rewired the international system. Empires were abolished and replaced by a global arrangement enforced by the U.S. Navy. With all the world's oceans safe for the first time in history, markets and resources were made available for everyone. Enemies became partners. We think of this system as normal - it is not. We live in an artificial world on borrowed time. In The Accidental Superpower, international strategist Peter Zeihan examines how the hard rules of geography are eroding the American commitment to free trade; how much of the planet is aging into a mass retirement that will enervate markets and capital supplies; and how, against all odds, it is the ever-ravenous American economy that - alone among the developed nations - is rapidly approaching energy independence. Combined, these factors are doing nothing less than overturning the global system and ushering in a new (dis)order. For most, that is a disaster-in-waiting, but not for the Americans. The shale revolution allows Americans to sidestep an increasingly dangerous energy market. Only the United States boasts a youth population large enough to escape the sucking maw of global aging. Most important, geography will matter more than ever in a de-globalizing world, and America's geography is simply sublime.
Author: Joseph Templin Publisher: Lulu.com ISBN: 1365720586 Category : Business & Economics Languages : en Pages : 222
Book Description
If you were to buy and read this book, you would now see that Dr. Stolk and Templin draw upon fifty years of experience in consulting and financial services infused with tens of thousands of hours of research to bring you this: maybe the single most interesting book you will read in your career. That is if you make the choice to look at the world and your financial services career differently, to apply meta-cognitive approaches and understand the rules to the new game.
Author: Eric Boyce Publisher: ISBN: 9781676447139 Category : Languages : en Pages : 34
Book Description
In today's competitive world for employees, it is important to offer a benefits package that attracts the best and the brightest to your company. No place does this come into play more than when you are trying to recruit and retain Key Employees. The problem with Qualified Plans (i.e. 401k, Profit Sharing, SIMPLE, Cash Balance, etc.) is that contributions to these plans are often limited and inadequate for these employees (not to forget the owners) to replace their income in retirement.There is a solution for businesses that are looking to retain these key employees and try to help them supplement their retirements. The solution is what is called a Non-Qualified Plan. These types of plans are the Swiss Army Knife of Executive Compensation. This book gives you a quick basic education in Non-Qualified plans and includes the major types that are available for design in your business. In the book, the authors cover the use of: *SERPS - Supplemental Executive Bonus Programs* Non Qualified Deferred Compensation Plans (NQDP)* Section 162 Executive Bonus Plans* Leverage Premium Financing PlansThe book also covers taxation and strategies for the use of these plans in an executive compensation scenario. The book also addresses the use of these types of plans for Owner Exit Strategies and the taxation related to these transactions. Written for the business owner and business advisor to understand, the book explains the benefits and uses of these very effective tools. As we move into the third decade of the 21st Century, the old strategies of startup companies offering equity to new employees have lost their luster. Creatively designed Executive Compensation plans can provide a real tool for companies to Recruit Key Employees, Retain them, and help them supplement their Retirement. The Authors of the book Jeff Kikel, ChFC, CRPC, ASBC, NQPA and Eric Boyce CFA, NQPA are recognized experts in the creation, design, and implementation of these unique plans. As industry veterans, Jeff and Eric saw the challenge that their business owner clients faced trying to hold on to key talent, and especially when the owners themselves tried to retire. As business owners themselves, they have a passion for helping business owners succeed and built a Wealth Management and Consulting practice that serves these clients. Jeff Kikel and Eric Boyce are the Co-Founders of BKA Wealth Consulting, Inc and BKA Business Consulting, LLC. Eric and Jeff have over 25 years of experience in Wealth Management, Financial Planning, Business Consulting, and Corporate Retirement Plans. In 2019 Jeff and Eric were certified as Non-Qualified Plan Advisors (NQPA) by the National Association of Plan Advisors (NAPA). Jeff and Eric continue to share what they have learned about Non-Qualified Plans with Business Owners, Business Advisors, and the Investment Community. Jeff and Eric are available to speak on this subject to groups and organizations
Author: Jack Otter Publisher: Hachette UK ISBN: 1455508454 Category : Business & Economics Languages : en Pages : 256
Book Description
Worth It . . . Not Worth It? demystifies complex, real-world dilemmas and breaks the answers down into simple solutions. Credit or debit? Rent or buy a house? Buy or lease a car? Take or decline the rental car insurance? Renovate the kitchen or finish the basement? Buy stocks or mutual funds? Every day we are forced to make financial decisions, but the right answers all seem to require complicated, mind-numbing research. And who has time for homework when you're paying for a bag of Fritos at 7-11? Or filling out a payroll form on the first day of a new job? Thankfully, there's Worth It . . . Not Worth It? Organized around six basic topics-Getting Started, Shelter, Automotive, Investing, Family Matters, and Retirement-this handy book is the Swiss Army knife of personal finance.
Author: Peter Neuwirth FSA FCA Publisher: Post Hill Press ISBN: 1642938343 Category : Business & Economics Languages : en Pages : 402
Book Description
Given how the coronavirus pandemic has rocked the economy, readers need a framework to make good financial decisions about their future, as well as support to psychologically handle the changing landscape. That’s what Peter Neuwirth’s six foundational principles of Holistic Financial Wellness can provide. Specifically, this book will help people understand and deal with the complexity of the system, the uncertainty of the future, the hidden agendas and misguided views of many advisors, and the built-in irrationality we have as humans that makes it so hard to survive—let alone thrive financially. As you will soon see, Neuwirth’s advice on how to structure your financial world in order to withstand the inevitable systemic collapses that the global economy was destined to experience could have saved the average reader tens (if not hundreds of thousands) of dollars, had they adopted these suggestions before Covid-19 arrived in this country. More than that, by using the six foundational principles of Holistic Financial Wellness, the attentive reader will now be prepared psychologically to weather the aftermath of this crisis, and be ready to face the next one. “Peter gives readers needed guidance for surviving a complex financial future. This book empowers readers to plan for the predictable, and to be prepared for the unpredictable—without losing sight of the trail.” —Mike Kaplan, CEO, Rael & Letson “Pete’s observations on how to ensure financial wellness over a lifetime are based on his deep knowledge of money and probability, complexity and change, and the quirks of human nature. The book is funny, frank, and realistic about how to navigate financially in an uncertain world.” —Peter Cahall, Chief Executive Officer, CapAcuity
Author: Publisher: ISBN: Category : Languages : en Pages : 104
Book Description
The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.