Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Retire Sooner, Retire Richer
    Retire Sooner, Retire Richer
    Retire Sooner, Retire Richer
    Ebook198 pages5 hours

    Retire Sooner, Retire Richer

    By Frank L. Netti

    2/5

    ()

    Read preview

    About this ebook

    Hands-on investment strategies for facing the new financial realities of retirement

    ". . . every conceivable facet of retirement planning and the adviser-client relationship is dealt with in a manner that is methodical yet entertaining."--William J. Bernstein, M.D., Ph.D., principal, Efficient Frontier Advisors, and author of The Intelligent Asset Allocator

    Today's burgeoning class of retirees is discovering that financial needs--not to mention investment guidelines--change significantly after retirement. Retire Sooner, Retire Richer addresses the very real concerns of not only planning for retirement but also where to invest assets both prior to and during retirement. Frank L. Netti helps to answer important concerns on these matters, including:

    • Is a financial planner necessary?
    • How can I design an effective, personal pension plan?
    • How can I be certain that my savings will last my lifetime?
    • What kinds of insurance options do I have?

    Using the four keys to financial preparedness, Retire Sooner, Retire Richer shows readers how to make the most of their investments for the long term.

    LanguageEnglish
    PublisherMcGraw-Hill Education
    Release dateMar 20, 2003
    ISBN9780071429030
    Retire Sooner, Retire Richer

    Related to Retire Sooner, Retire Richer

    Related ebooks

    Investments & Securities For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Planning for Early Retirement When You Have Equity Compensation

      Nov 3, 2020

      No matter where you are at in your career, thinking and planning for retirement should be top-of-mind. For employees with equity compensation packages, you may have already reached your retirement goals if you include the value of your package. On th

      3 min read

    • Article

      5 Things You Need to Know Before You Retire

      Jul 1, 2019

      As a professor at The American College of Financial Services and the co-creator of the Retirement Income Certified Professional (RICP®) program, I'm often making lists of what I think everyone needs to know about planning for retirement. And, on a pe

      3 min read

    • Article

      One Retirement Risk You May Have Overlooked

      Dec 27, 2019

      There's a serious retirement risk out there that you might not have heard of, and it could have the power to determine the kind of retirement you will have. Have you thought about how sequence of returns affects your retirement? The sequence of retu

      2 min read

    • Article

      Retirement Plans For The Entrepreneur

      Jun 6, 2019

      The entrepreneurial spirit lies at the heart of the American dream. The path of the small-business owner is noble yet risky, and some entrepreneurs may feel out of their depth when it comes to managing both their business and their personal financial

      4 min read

    • Article

      Solve It In 7

      Jun 17, 2021

      Some people think it’s too soon to be thinking about retirement, or that it’s too late for you to make an impact. But, no matter what camp you’re in, it’s important to start committing to your retirement pot! Kim Uzzell is a Financial Coach, Money Me

      2 min read

    • Article

      The 5 Biggest Retirement Mistakes to Avoid

      Sep 4, 2019

      The road to retirement is full of obstacles, but knowing what lies ahead can help you successfully overcome them. Think of a retirement plan as a road map (in the days before GPS) that will help you avoid wrong turns, like not taking advantage of a 4

      4 min read

    • Article

      What Are The Do’s And Don’ts When Investing? I’m Looking At Investing In Equity Shares, However, I’m Unsure Of How To Start This Journey. What Are The Do’s And Dont’s To Watch Out For? Any Advice On Where To Start? Name Withheld Name Withheld Name Withheld

      Jun 24, 2023

      Chrisley Botha, Wealth advisor at PSG Wealth responds: Beginning your investment journey in equities (or shares) is a great step towards wealth-building. Here are some key dos and don'ts: Dos: Research: Understanding the market, types of shares, and

      4 min read

    • Article

      What Are The Do’s And Don’ts When Investing? I’m Looking At Investing In Equity Shares, However, I’m Unsure Of How To Start This Journey. What Are The Do’s And Dont’s To Watch Out For? Any Advice On Where To Start? Name Withheld Name Withheld Name Withheld

      Jun 24, 2023

      Chrisley Botha, Wealth advisor at PSG Wealth responds: Beginning your investment journey in equities (or shares) is a great step towards wealth-building. Here are some key dos and don'ts: Dos: Research: Understanding the market, types of shares, and

      4 min read

    • Article

      What Are The Do’s And Don’ts When Investing? I’m Looking At Investing In Equity Shares, However, I’m Unsure Of How To Start This Journey. What Are The Do’s And Dont’s To Watch Out For? Any Advice On Where To Start? Name Withheld Name Withheld Name Withheld

      Jun 24, 2023

      Chrisley Botha, Wealth advisor at PSG Wealth responds: Beginning your investment journey in equities (or shares) is a great step towards wealth-building. Here are some key dos and don'ts: Dos: Research: Understanding the market, types of shares, and

      4 min read

    • Article

      Retiring Early? Ways to Help Avoid Early Withdrawal Penalties on Retirement Accounts

      Oct 11, 2019

      Unless you're talking about retiring early, it's unlikely your financial professional will ever mention the possibility of using something called a "series of substantially equal periodic payments" -- or a 72(t) payment strategy -- to take penalty-fr

      4 min read

    • Article

      Your Retirement Alarm Clock Is Ticking: Do You Have a Plan?

      Aug 7, 2019

      Remember when employers used to hand out gold watches and generous pensions to workers when they retired? Those traditions are fading fast. People rarely wear watches anymore, for one thing. Employees are less likely to stick with one company for th

      4 min read

    • Article

      How to Adopt a Retirement Distribution Mindset

      Apr 18, 2019

      The moment is arriving: After decades of sweating and saving, you're about to retire and glide off into a golden sunset. No more dealing with the boss's temper tantrums, catching the 7 a.m. train into the city or ironing those white shirts on Sunday

      5 min read

    • Article

      Retirement Planning Reinvented

      Apr 2, 2019

      You might think I sound presumptuous when I say that a new era in retirement planning has begun. But I plan to prove it to you. A new retirement planning method demonstrates that by properly allocating the smartest sources of income, you can create

      2 min read

    • Article

      The Biggest 401(k) Mistake People Make

      Dec 20, 2019

      Changing jobs? You might be unaware of the choices available to you for the money in your 401(k) account. People often assume that when they leave a job, the money must leave with them. This common misperception often emanates from financial adviser

      3 min read

    • Article

      Social Security: The Basics of When to Claim Your Benefit

      Dec 12, 2019

      Retirees generate their income from any number of sources, which can vary from individual to individual, such as a pension, a 401(k), an IRA or, perhaps, rental property. But one source of income most retirees have in common is Social Security. That

      2 min read

    • Article

      Already Contributing to Your 401(k) ... Here's How to Optimize It

      Sep 26, 2018

      With traditional pensions fading away in the private sector, the importance of 401(k) plans for U.S. workers has grown exponentially. For most workers, other than Social Security, whatever has accumulated over an individual's career in 401(k) plans (

      4 min read

    • Article

      The Risk You Face If You Receive Equity Compensation

      Jun 29, 2020

      Equity compensation can be an extremely useful tool when it comes to building wealth. And just like any other tool you may use, you can learn how to leverage it to build something great — or you can mishandle it and end up with a poor outcome. Some e

      5 min read

    • Article

      What Should You Do When You Turn 59½?

      Jun 28, 2019

      If you're nearing the big 6-0, don't fret too much about getting old. After all, 60 is the new 40, right? There are many 50- and 60-year-olds who are in prime health and feel like they are just hitting their stride. Not to mention the often-forgotten

      3 min read

    • Article

      Seven Keys To Investing Successfully For Retirement

      Apr 24, 2021

      YOUR early working years can be hectic, with long days spent navigating a fast-changing world, and your partner, perhaps even a young family, placing multiple demands on you. How are you supposed to plan for the long term, choose an investment portfo

      2 min read

    • Article

      Seven Keys To Investing Successfully For Retirement

      Apr 24, 2021

      YOUR early working years can be hectic, with long days spent navigating a fast-changing world, and your partner, perhaps even a young family, placing multiple demands on you. How are you supposed to plan for the long term, choose an investment portfo

      2 min read

    • Article

      Seven Keys To Investing Successfully For Retirement

      Apr 24, 2021

      YOUR early working years can be hectic, with long days spent navigating a fast-changing world, and your partner, perhaps even a young family, placing multiple demands on you. How are you supposed to plan for the long term, choose an investment portfo

      2 min read

    • Article

      Seven Keys To Investing Successfully For Retirement

      Apr 24, 2021

      YOUR early working years can be hectic, with long days spent navigating a fast-changing world, and your partner, perhaps even a young family, placing multiple demands on you. How are you supposed to plan for the long term, choose an investment portfo

      2 min read

    • Article

      Should I Accept a Lump-Sum Pension Offer from My Old Employer?

      Nov 19, 2019

      Several years ago, my previous employer offered former staff members a lump-sum pension buyout. We were given the option of receiving a steady monthly amount over the course of retirement or a one-time cash payment (ideally put directly into an indiv

      5 min read

    • Article

      Drawdown Drawbacks

      Aug 13, 2021

      Drawdown Drawbacks
      2 min read

    • Article

      Why I Hate Monte Carlo Analysis and Other Financial Projections

      Aug 14, 2019

      I'm not a fan of financial plans that use straight-line projections or Monte Carlo risk analysis to support investment proposals. Here's why: They can lull people into a false sense of security or lead them to believe that the stock market is the ans

      5 min read

    • Article

      Avoid These Mistakes with Your Retirement Income Plan

      Sep 16, 2019

      Retirees can no longer rely on outdated rules to generate sufficient retirement income. According to the American Academy of Actuaries, a couple who both attain age 65 will have a 50% chance of having one spouse living into their 90s. That means reti

      5 min read

    Related categories

    Reviews for Retire Sooner, Retire Richer

    2/5

    1 rating0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words

      Book preview

      Retire Sooner, Retire Richer - Frank L. Netti

      Q^abook_preview_excerpt.html
      Enjoying the preview?
      Page 1 of 1