Bøger af Hans John Scheil

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal's expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the past year. But they also learned that the Guide isn't quite sufficient by itself. So they've created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you. The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Author and founder of Cardinal Retirement Planning Hans "John" Scheil, a Certified Financial Planner(TM) (CFP(R)) and Chartered Advisor for Senior Living (CASL(R)), calls upon his 40 years of experience in the business to answer the following questions in depth, and he illustrates each with real-life stories: At what age should I start receiving my Social Security check?, What's the best way to supplement my Medicare coverage?, Can I receive long-term care and stay at home? How do I afford it?, How should I handle my IRA and/or 401k accounts?, What's a smart investment strategy for financing my retirement years?, How do my income taxes change after I retire?, What if I live longer than my retirement savings last?, What's the best way to transfer my life insurance and other assets to my children and grandchildren?, How do I ensure my survivors are OK after I die?, How should I approach choosing financial and legal professionals to help me plan my retirement?