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Inside Retirement Investing©
INSIDE RETIREMENT INVESTING©
VOLUME 1: THE BASICS OF INVESTING IN RETIREMENT
VOLUME 1: THE BASICS OF INVESTING IN RETIREMENT
Our NEW Inside Retirement eBook was designed to help you stay up-to-date on how the retirement landscape is changing and things you can do NOW to protect yourself in the future. This eBook is designed to provide you with the knowledge you need to make more informed decisions about planning for the rest of your life. There are no second chances at retirement. Download our newest eBook today to learn about the potential strategies you can use to help you get things right the first time around.
In this eBook, Justin will go in-depth about what the past year's current events could mean for retirees and the five most important parts of their retirement plan:
• Income planning
• Investing
• Tax minimization
• Healthcare and Long-Term Care
• Estate Planning
INSIDE RETIREMENT INVESTING©
VOLUME 1: THE BASICS OF INVESTING IN RETIREMENT
VOLUME 1: THE BASICS OF INVESTING IN RETIREMENT
The Social Security Decisions
THE SOCIAL SECURITY DECISIONS
Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income
THE SOCIAL SECURITY DECISIONS
Will a Recession Rob Your Retirement?
WILL A RECESSION ROB YOUR RETIREMENT?
4 things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
• How to decide how much of your savings should be invested in the market
• A simple calculation to help determine whether you've saved enough to retire
• Alternative methods to create income without relying on a volatile stock market
WILL A RECESSION ROB YOUR RETIREMENT?
Will Your Money Last?
WILL YOUR MONEY LAST AS LONG AS YOU DO?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
• Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
• Read how the average person spent $146 a year on health care in 1960 compared to the average cost today. (You might be surprised at the number!)
• Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
WILL YOUR MONEY LAST AS LONG AS YOU DO?
Finding Your
Balance
FINDING YOUR BALANCE
Are you feeling a bit wobbly about leaving your steady paycheck behind?
Rising interest rates. Inflation. Market volatility. When it comes to your retirement income, there are several uncontrollable factors that could upset your desired lifestyle. Download our free, 8-page guide and discover:
• Why traditional asset allocation strategies may no longer suffice
• Why bonds aren’t the risk-free investment most believe them to be
• Alternate ways of generating retirement income — for life
FINDING YOUR BALANCE
Inflation and Your Retirement
INFLATION AND YOUR RETIREMENT
Have you considered inflation’s impact on your retirement?
Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:
• What causes inflation?
• Is my retirement at risk?
• Why is the rate of inflation rising?
INFLATION AND YOUR RETIREMENT
Understanding Market Corrections
UNDERSTANDING MARKET CORRECTIONS
Do you know the difference between a market correction and a bear market?
Like the weather, the stock market experiences highs and lows. This 8-page guide can help you understand market corrections and what you should be doing about them. Download to learn more about:
• What market corrections mean for your investments
• Five things to do during a market correction
• Why market corrections happen
UNDERSTANDING MARKET CORRECTIONS
Are You Paying too
Much?
ARE YOU PAYING TOO MUCH IN TAXES IN RETIREMENT?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
• The different types of retirement accounts
• Why tax laws are ever-changing
• Options for tax deductions in retirement
ARE YOU PAYING TOO MUCH IN TAXES IN RETIREMENT?
Designing Your Fiscal House
DESIGNING YOUR FISCAL HOUSE
Does your financial abode need remodeling?
It’s not always wise to DIY. This free eight-page guide provides a blueprint for a diversified fiscal home that can remain intact amid even the most oppressive external elements. Learn how:
• Risk levels vary among an ideal portfolio’s foundation, walls and roof
• Custom-built risk management strategies can function as insulation
• Indexed-linked vehicles can help create a low-maintenance shelter
DESIGNING YOUR FISCAL HOUSE
Navigating Market Volatility
NAVIGATING MARKET VOLATILITY
How can past volatility inform our present?
Watching market volatility can be exciting or nerve-wracking, depending on how much of your assets are tied to the markets’ performance. How do you know how to react? This 12-page guide explains all of that and more:
• Volatility is not new! History shows us how to respond to today’s volatility.
• Markets have weathered numerous crises in the past — and come back stronger.
• Timing the market does not work. Time in the market does.
NAVIGATING MARKET VOLATILITY
The Value of an Objective Opinion
THE VALUE OF AN OBJECTIVE OPINION
What could an objective opinion do for you?
We aim to serve you with dedication, transparency and personal care, but that’s only the beginning of the value of a true, objective opinion. This 8-page instant download explains why objective financial advice is important, including:
• Why we focus on timing during your retirement planning
• How we help project if your retirement income will last long enough
• Why working with an independent financial advisor can help give you greater financial confidence
THE VALUE OF AN OBJECTIVE OPINION
Retirement Income Planning Checklist
YOUR RETIREMENT INCOME PLANNING CHECKLIST
Explore 10 topics to prepare for retirement
“Your Retirement Income Planning Checklist” is 24 pages of thought-provoking guidance aimed at helping you assess your current strategy, including:
• How to plan for a long life
• Why you may need a housing plan (or two)
• Planning for health care and long-term care assistance
YOUR RETIREMENT INCOME PLANNING CHECKLIST
Tax Strategies for Retirement
TAX STRATEGIES FOR RETIREMENT
Do you have a tax-efficient retirement strategy?
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
• Why your taxes might not decrease in retirement
• How "buckets" can help illustrate the impact of taxes on varying assets
• What required minimum distributions could mean for your tax bracket
TAX STRATEGIES FOR RETIREMENT
Evaluating Your Blueprint for Life
EVALUATING YOUR BLUEPRINT FOR LIFE
Is your life insurance policy up to date?
Needs evolve — so should your life insurance. Review this quick guide to see if you should schedule a policy review. This guide includes:
• Steps you can take to help protect the ones you love
• Questions to ask when reviewing your policy
• Guidance on what your financial professional needs to know
