Retirement Finance

What does it take to have a truly happy retirement? Is it money? An active social life? A long-lasting marriage - or maybe a new one? Finance expert, author, and radio host Wes Moss asked more than 2,000 of the nation's happiest retirees to find out - and their answers may surprise you. Through a series of revealing surveys, Moss noticed a pattern of distinct, recognizable habits that the happiest retirees shared, from the simplest of lifestyle choices to the smartest of financial strategies.

No matter what age you are... no matter what your income is... no matter what your expenses are today or are going to be in the years to come... no matter what you have or haven't done so far to prepare for those expenses... you can still create the kind of personal financial prosperity and security other people have. And you can do it without the hardship, effort, or sacrifice you may think it will take.

How to make enough passive income from your properties to retire in 10 years, even if you have zero investments today. Do you want to shorten your years working a nine-to-five job and increase the years you’ll spend doing what you love, while you can still do it? Traditional wisdom advises us to keep toiling, scrimping, and saving until we finally reach the retirement age of 60, after which we can live off what we’ve saved and hope we die before it runs out.

Get paid what you're worth, build secure relationships, and make your money last with this valuable guide from a Today show financial editor and bestselling author. Ask successful women what they want from their money and they'll tell you: independence, security, choices, a better world, and--oh...

Medicare For Dummies, 3rd Edition will help you navigate the complicated, often confusing maze of the Medicare system. In simple language, with clear step-by-step instructions, the book helps you determine how and when to enroll, avoid costly mistakes, and find a plan that is right for you and your family.

Retirement Bliss: How to Plan Your Way to Happiness takes the mystery out of retirement preparation and provides some tools which increase the likelihood of happiness in the second half of your life. This book is also useful for those who may have recently retired and are looking for the bliss. Unlike many other books about retirement planning, this book provides a decision-making framework designed to identify action plans to maximize happiness and promote longevity.

Do you ever ask yourself about your life after retirement? Did you already make some strategic decisions? Struggling with a plan you should start today? The truth is most of us are coming to these questions one day. And if your answer is yes to any of these questions, Retirement Strategies might be the solution for you.

In Deeper Than Money, Elise demystifies finance for anyone who feels stuck in cycles of guilt around spending. Part practical guide to finance and part motivational kick in the butt to set yourself up for success, this book is all about showing how to live your life, love your finances, and make money matter less. It’ll have you ready to talk about money at brunch with your friends, and finally allow you to get ahead with money—without skipping the mimosa.

For the millions of people in their 50s and 60s who find themselves out of work, unable to find a job, and financially incapable of retiring, here’s a practical plan for getting past any blame or shame, overcoming denial, and finding a path to a new normal. In 55, Underemployed, and Faking Normal, Elizabeth invites you to join her in looking beyond your immediate surroundings and circumstances to what is possible in the new normal of financial insecurity.

When the global pandemic hit, older workers fortunate enough to retain their jobs once again had to navigate enormous upheaval, virtually overnight. Working from home, often in isolation, over-fifties found themselves facing daunting technological and social challenges. If this scenario is all too familiar, In Control at 50+ shows how to make the new normal work for you. Kerry Hannon, a workplace futurist and renowned expert on business, careers, and personal finance, combines all her insights and skills to help you actively shape your work future into what you want it to be.

In just ten short, accessible, and inviting chapters, Rethinking Investing: A Very Short Guide on Very Long-Term Investing presents straightforward steps that ordinary people can take to better invest their money. This book dispels myths about the value of investment managers, highlights emotional tendencies that can cloud our financial judgment, explains why index funds are a savvy choice, and reveals secrets like why it's better to wait until age seventy to receive Social Security benefits—along with the calculations that make this decision crystal-clear.

In ETF Investing: How to Create a Winning Long-Term Portfolio, you'll learn about why ETF investing is a popular investment strategy by retirees and early retirement planners. ETF investing consists of building a portfolio of assets that remains flexible for you to liquidate at different moments in time. If you like the concept of indexing but do not like the inflexibility of index funds, ETF investing may be the best strategy for you to adopt.

Americans today face retirement with a mix of hope and trepidation. Hope—that their health will hold out long enough to let them do what they want for decades. And trepidation—that they might not have enough wealth to fund it. But creating a viable, sustainable retirement plan is easier than you think. In It’s All About the Income, award-winning financial planner and bestselling author Michael Lynch lays out a simple, straightforward system for determining when you really have enough money to call it quits.

With interest rates rising, your cash could now finally earn you some interest income. Well…it could…but it may not be doing so. You see, many financial institutions are not passing along higher interest to their customers.

This book speaks to those over 50 who are looking to rededicate their lives to something other than work. It's difficult to know where to turn after a long career, so this book offers four helpful concepts. First off, you've probably had miraculous experiences in your life that are not fully appreciated for their significance. Revisiting them with a fresh perspective as described in "Wonderlust" could renew your sense of uniqueness and meaning and provide a strong foundation to pivot in exciting new directions.

In this follow-up book, Look Before Your LIRP, he makes the case that, while a variety of LIRPs may help get you to the 0% tax bracket, not all will do so with the same efficiency or effectiveness. In fact, finding the right LIRP for your tax-free retirement plan can be just like finding the ideal spouse. Just as you likely had a list of qualities you were looking for in a life-long partner, you should have certain attributes and provisions in mind when looking for the ideal LIRP.

Your retirement is calling: It’s time to seize the joy of your golden years, even if you fear it may be filled with boredom or solitude.

In the last few years, passive income has become a global phenomenon. You hear stories about bloggers making a fortune, people getting filthy rich on YouTube, and influencers retiring in their thirties. These stories paint a lovely picture of success and wealth. But wait a minute. If it’s that easy, why isn’t everyone doing it? The truth is passive income models, whether it’s an online business or stock trading, require just as much dedication as any other job.

While the idea of not working can be simultaneously wonderful and overwhelming, you can figure out what you want the end of your career and your retirement to look like before you submit your resignation. This book won't help you figure out whether or not you can afford to retire, but it will help you figure out what you'd like to do and who you'd like to be.

Glenn Hopper uses a unique blend of financial leadership and technical expertise to help businesses of all sizes optimize and modernize. Not a software engineer? Neither is Glenn Hopper, but his story shows how any finance leader can embrace the tech innovations shaping our world to revolutionize finance operations.