Excellent resources for personal finance planning | Business | wdtimes.com – Watertown Daily Times

Periodically, I like to advocate private finance e-books and periodicals that I think about will Assist you to make The biggest selections in your monetary life each earlier than and after retirement.

To start with, for a full overview of The numerous elements of managing private funds, I like to advocate “Money Magic: An Economist’s Secrets and techniques to Further cash, Much less Hazard and A greater Life” by Laurence Kotlikoff (Little Brown Spark), which Shall be out there in January 2022.

This is An inventory of the main titles in a quantity of matter areas:

Social Safety: I like to advocate “Maximizing Social Safety Retirement Advantages: Every thing You should Know to Get In all probability the most Out of Difficult New Claiming Guidelines” by Mary Beth Franklin. Franklin is A licensed monetary planner who writes frequently for Funding Information. This properly-written ee-book Is out there at MaximizingSocialSafetyAdvantages.com.

Annuities: My favourite author relating to annuities is Stan Haithcock, aka Stan the Annuity Man. He is an professional Inside The sector, And that i have labored with him for over 10 years. He has written a quantity of free, straightforward-to-understand brochures overlaying all elements of annuities, each professional and con, Which Might Even be found at his internet website, StanTheAnnuityMan.com. Stan is most Considering about advocateing the most value-efficient Sort of annuity for his consumers; when a professionalduct has extreme commissions, he factors this out in his brochures.

Retirement plans: Ed Slott and Co. (IRAhelp.com) has expertise in all phases of retirement plans Usually and IRAs Notably. Every time studyers have complicated factors, Ed Slott and his staff On A daily basis reply shortly and precisely to any studyer inquiries.

Medicare: Your selections relating to Medicare are terribly important. You will Have The power To merely be penalized Do You’d like to don’t Be a part of sure parts of Medicare in a well timed method. The options you make relating to which parts of Medicare you Be a part of are complicated; The incorrect selections Might be very pricey. I’ve found that “Get What’s Yours for Well being Care: The biggest Method to Get Definitely one of the biggest Care On the Proper Worth” by Philip Moeller (Simon & Schuster) Is fantastic. Retirement: “The biggest Method to Make Your Money Final: The Indispensable Retirement Information” by Jane Bryant Quinn (Simon and Schuster) very extremely. Quinn covers all elements for retirement in a full method. Her e-book Is simple to study, and consists of the sources she has …….

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