Kategoria BISAC: Business & Economics >> Personal Finance - Retirement Planning

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...

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...

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 straightforward guide focused on life cycle investing-namely aging, retirement, and pensions

Life cycle investing and the implications of aging, retirement, and pensions continues to grow in importance. With people living longer, the relative and absolute number of retirees is growing while the number of workers contributing to pension funds is declining.

This reliable resource develops a detailed economic analysis-at the micro (individual) and macro (economy wide) levels-which addresses issues regarding the economics of an aging population. Topics touched upon include...

Over the past two decades, China has rapidly increased its spending on its public pension programs, to the point that pension funding is one of the government's largest expenditures. Despite this, only about fifty million citizens one-third of the country's population above the age of sixty receive pensions. Combined with the growing and increasingly violent unrest over inequalities brought about by China's reform model, the escalating costs of an aging society have brought the Chinese political leadership to a critical juncture in its economic and social policies.

In Socialist...

Market turbulence has made opening monthly 401(k) statements shocking rather than reassuring. Michael "Waxie" Parness can help.

The standard approach for managing your retirement accounts is NOT working. Many 401(k)s are now 201(k)s, and it may get worse. Rule Your Freakin' Retirement, through practical and pragmatic advice and examples, will teach you alternatives to the "buy, hold and pray" strategies that many investment advisers push.

Building on his successful Rule the Freakin' Markets, master trader and motivational speaker Michael Parness applies...

• Find simple strategies to maximize your retirement nest egg
• Steer clear of scams that rob you of your hard-earned savings
• Ensure that your money lasts longer than you do
• Avoid the common mistakes that can leave your spouse impoverished
• Discover financial lifelines no matter how desperate the economy

"If you want a handy guide that provides information in small chunks, Solin's book is it." -Newark Star-Ledger

A practical guide for workers who have been downsized or forced to take retirement before they're ready, "Retirement for Workaholics: Life after Work in a Downsized Economy" explains workaholic behavior, why it develops, and what can be done about it. Rather than taking a negative approach to work addictions, the book provides a sympathetic and logical way of understanding and coping.

Organized around research explaining work addictions and the problems workaholics have coping with retirement, the book also includes numerous personal stories from workaholics and case studies of...

An objective resource for managing your firm's 401(k) plan

With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards.

While there are plenty of books on 401(k) plans written for the individual investor, there are very few...