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Business & Economics Retirement Planning

Master Your Retirement

How to fulfill your dreams with peace of mind

by (author) Doug Nelson

Publisher
The Knowledge Bureau
Initial publish date
Dec 2008
Category
Retirement Planning
  • Paperback / softback

    ISBN
    9781897526064
    Publish Date
    Dec 2008
    List Price
    $24.95

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Where to buy it

Out of print

This edition is not currently available in bookstores. Check your local library or search for used copies at Abebooks.

Description

TARGET AUDIENCE: This is a book for people who want to gain peace of mind in planning their financial affairs for a stress-free retirement. Whether you are looking to set up the right plans at the start of your career, planning to transition out of the workforce into retirement, wishing to better manage your money in the early years of retirement or looking for advice in your later years, this is the book for you. APPROACH: Who are the happiest people in retirement? Those whose life has meaning! What a great gift and responsibility we have to "get it right". Happiness and meaning comes from a combination of good health, strong personal relationships as well as a diversified, low risk and focused financial plan. This book provides those solutions with strategy and process. WHY IS THIS CONTENT ESPECIALLY TIMELY OR TOPICAL? 1. Historically "retirement" was seen as a one time event. Today "retirement" is a series of multi-year "phases". The challenge is to successfully transition from one phase to another. 2. Adding to this complexity is the fact that each spouse may retire in a different way and at different times. 3. To Master Your Retirement you need to find solid solutions to three common questions: - Will I have enough income? -Can I do the things I want to do? -If something unexpected occurs, will I be okay? KEY BENEFITS FOR AUDIENCE? This book will help people of all ages understand how to invest their money for peace of mind in the future. Specifically you will learn the answers to these questions: - What risks will I face throughout retirement? -How can I prepare and protect myself? -How much income and capital does it take to get the most of my retirement?

About the author

Contributor Notes

DOUG NELSON, B.Comm. (hons.), CFP, CLU, MFA Doug is a financial advisor who specializes in providing family business succession and portfolio risk management services. Doug is also a faculty member, author and lifecycle coach with The Knowledge Bureau, for whom he has authored two certificate courses: Advising Family Businesses and The Portfolio Risk Manager. In addition he has co-authored three new certificate courses for The Knowledge Bureau in the Retirement Income Specialist Designation Program: Tax Efficient Retirement Income Planning, Financial Literacy: The Evaluation of Risk and Return, and Portfolio Construction in Real Wealth Management. These efforts have provided Doug with the unique ability to teach leading edge insights on the needs of the affluent baby boomer market to experienced advisors. His articles have been published nationally in several industry magazines, he has been a guest on radio, and speaks to many industry organizations.

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