Retirement Portfolios Workbook PDF Download

Author: Michael J. Zwecher
Publisher: John Wiley & Sons
ISBN: 0470586222
Category : Business & Economics
Languages : en
Pages : 183

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Book Description
A companion Workbook to the text Retirement Portfolios Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios and the Retirement Portfolios Workbook. In the text Retirement Portfolios, leading retirement income expert Michael Zwecher provides financial professionals with complete coverage of the most important issues in this field. The Retirement Portfolios Workbook offers you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. This comprehensive study guide Provides chapter summaries and end of chapter questions to the main book Test your knowledge of the information addressed in Retirement Portfolios, before you put it to work in real world situations Helps you learn to solve problems while setting up tools you can use in practice Puts the management of risks related to retirement portfolios in perspective If you want to gain a firm understanding of the information outlined in Retirement Portfolios, the lessons within this workbook can show you how.

Author: Michael J. Zwecher
Publisher: Wiley
ISBN: 9780470561126
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
A comprehensive set of retirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The Retirement Portfolios Set—comprised of a book and workbook-will help you develop the essential skills necessary to excel at this discipline and give you a better understanding of the entire process. The book outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster. While the workbook offers you a wealth of practical information and exercises that will solidify your understanding of the tools and techniques associated with this discipline. The book Examines how portfolios should be prepped in advance so that the transition from "working" portfolio to retirement portfolio is smooth and seamless The workbook will test your knowledge of the information addressed in Retirement Portfolios, before you put it to work in real world situations Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios Set will help you achieve this elusive goal.

Author: Michael J. Zwecher
Publisher: John Wiley & Sons
ISBN: 0470556811
Category : Business & Economics
Languages : en
Pages : 304

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Book Description
Retirement portfolio guidance for finance professionals Retirement is one of the most important parts of the financial planning process. Yet only two percent of financial advisors describe themselves as competent in retirement planning. Constructing a retirement portfolio is viewed as a difficult endeavor, and the demands facing financial advisors responsible for this task continue to grow. The pressures are particularly intense due to events such as the financial crisis and oncoming rush of retiring baby boomers. It is imperative that financial advisors be equipped and ready to create appropriate retirement portfolios. That's why Michael Zwecher-a leading expert on retirement income-has created Retirement Portfolios. Examines how portfolios should be prepped in advance so that the transition from "working" portfolio to retirement portfolio is smooth and seamless Outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years The ability to create retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.

Author: Michael J Zwecher
Publisher: Wiley + ORM
ISBN: 0470585625
Category : Business & Economics
Languages : en
Pages : 248

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Book Description
A “very practical” guide for finance professionals on creating and managing retirement portfolios (Journal of Pensions, Economics and Finance). Retirement is one of the most important parts of the financial planning process, yet only two percent of financial advisors describe themselves as competent at it. But the demand is only growing as baby boomers move toward this new phase of life. It is imperative that financial advisors be equipped and ready. That's why Michael Zwecher—a leading expert on retirement income—has created Retirement Portfolios, which: Examines how portfolios should be prepped in advance so that the transition from “working” portfolio to retirement portfolio is smooth and seamless Outlines how to create a portfolio that will provide income, continue to generate growth, and protect assets from disaster Details the differences in managing a retirement portfolio versus managing portfolios during asset accumulation years The ability to create appropriate retirement portfolios and manage their risks are skills you must possess to be an effective financial advisor. Retirement Portfolios will help you develop these essential skills and gain a better understanding of the entire process.

Author: Abraham Okusanya
Publisher: Createspace Independent Publishing Platform
ISBN: 9781985721647
Category :
Languages : en
Pages : 228

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Book Description
Cogent, comprehensive, and entertaining, joins the best yet written in the field!' - Bill Bengen, the father of the '4% rule.' 'An effervescent contribution to the growing decumulation literature.' - Gregg McClymont, Shadow Pensions Minister (2011-2015) 'Abraham has done a great job exploring how the retirement research can be applied to UK retirees' - Michael Kitces MSFS, CFP, Partner at Pinnacle Advisory Group Retirement income planning used to be so simple. Most people never had to worry about how to convert their retirement savings into income for the rest of their lives. Today's low annuity rates, closure of increasing numbers of defined benefit schemes and the Pension Freedoms, introduced by the UK Government in 2015, ripped up the retirement income planning rulebook. The book confronts the challenge of how to secure a sustainable income that lasts a lifetime from your portfolio. It delves into the detail of the various withdrawal strategies, asset allocation and the unavoidable question of how long before you pop your clogs. This book helps retirees and their advisers navigate the treacherous retirement income landscape, using sound empirical evidence and practical application.

Author: Marianne T. Oehser
Publisher: Balboa Press
ISBN: 1982224061
Category : Self-Help
Languages : en
Pages : 178

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Book Description
Make the post-career phase of your life the happiest and most fulfilling time of your life! So much changes as you move from your career into the Third Act of your life! You have to redefine your identity, find a new reason to get up in the morning, build a new structure for your days, and replace part of your social network. Some people slip easily into their new life and others struggle. Many of us fill our days with fun and relaxing things to do but get to the point where we want something more – then we feel a bit empty. You know you need a financial portfolio to retire but did you know you also need a Happiness Portfolio ®? This book is a practical guide to creating your Happiness Portfolio ® and flourishing in your Third Act. It includes valuable information and thought-provoking exercises to design your retirement life so you enjoy it to the max and feel that your life is fulfilling. You will explore: • Why this change is sometimes so difficult • How to structure your life so there is plenty of time for both fun and doing things that make you feel like your life is worthwhile • What it really means to be happy • Some tools for dealing with the bumps you are certain to encounter along the way This book is right for you if: • You intend to retire soon or • If you retired in the past five years or so Scroll up and click on “Look inside” to learn more or just add it to your cart.

Author: Vanguard Group of Investment Companies
Publisher:
ISBN: 9780786305025
Category : Business & Economics
Languages : en
Pages : 262

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Book Description
"In the book you will find worksheets that offer you a step-by-step guide to help you determine how much you should be saving, depending on your unique goals; and case studies that provide a framework for diversifying your portfolio - from asset allocation to mutual fund issues to implementing your program." "User-friendly software - The Vanguard Retirement Planner - offers colorful graphics, informative tutorials, and clear instructions to help you build your retirement plan quickly and easily. With a few keystrokes in The Planner, you'll get specific, personal answers to your questions! You can set specific retirement income goals; calculate your current retirement outlook; create different "What if?" scenarios by adjusting variables such as savings contributions, investment returns, and age at retirement; allocate your retirement assets among stocks, bonds, and cash equivalents; and discover how your model portfolios would have done during virtually any period since 1926."--BOOK JACKET.Title Summary field provided by Blackwell North America, Inc. All Rights Reserved

Author:
Publisher: McGraw-Hill Companies
ISBN: 9780070668928
Category : Estate planning
Languages : en
Pages : 0

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Book Description
For those nearing retirement, making the right investment decisions can mean the difference between "living well" and merely "getting by". This book shows you how to get the most from your savings, select the right mix of investments, and increase your investment income without undue risk.

Author: Carrie Schwab-Pomerantz
Publisher: Crown Currency
ISBN: 0804137366
Category : Business & Economics
Languages : en
Pages : 434

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Book Description
Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Author: Ian Ayres
Publisher: ReadHowYouWant.com
ISBN: 1458758427
Category : Business & Economics
Languages : en
Pages : 358

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Book Description
Diversification provides a well-known way of getting something close to a free lunch: by spreading money across different kinds of investments, investors can earn the same return with lower risk (or a much higher return for the same amount of risk). This strategy, introduced nearly fifty years ago, led to such strategies as index funds. What if we were all missing out on another free lunch that’s right under our noses? InLifecycle Investing, Barry Nalebuff and Ian Ayres-two of the most innovative thinkers in business, law, and economics-have developed tools that will allow nearly any investor to diversify their portfolios over time. By using leveraging when young-a controversial idea that sparked hate mail when the authors first floated it in the pages ofForbes-investors of all stripes, from those just starting to plan to those getting ready to retire, can substantially reduce overall risk while improving their returns. InLifecycle Investing, readers will learn How to figure out the level of exposure and leverage that’s right foryou How the Lifecycle Investing strategy would have performed in the historical market Why it will work even if everyone does it Whennotto adopt the Lifecycle Investing strategy Clearly written and backed by rigorous research,Lifecycle Investingpresents a simple but radical idea that will shake up how we think about retirement investing even as it provides a healthier nest egg in a nicely feathered nest.