Financial Perspectives 4Retiring
57 short reads with perspectives and knowledge on the financial aspects of retiring.
Contents
LayLine
Investing for Life
What’s in a Name?
Income
Cash
Cash
Money Market Funds
Optionality of Cash
Income Sources
Spending Support in Retirement
4% Rule
What About Bonds
Dividend Paying Securities
Comparing a Bond and an ETF
Income by Another Name
Capital Gains as Income
Equity Income
Investing
Focus
Accumulation or Retirement Phase
It’s Different at this Time
Be Prepared
Structure
IRA or Roth IRA
Tax Deferred or Taxable, Investment Account
Rollover Considerations
Mechanics
Rule of 72
ETF's: Quick Overview
A Quick Take on Bitcoin
By The Numbers
Old School: Stock Splits
Strategy
Tactical and Strategic
Passive or Active
Wealth Investing
Tactical Investing in IRA’s
Rebalancing
Macro
InterMarket Relationship Explained
Twin Economic Themes: Inflation & Deflation
Measuring Inflation/Deflation
Investing in Inflationary Times
Growth
Investing: Good for All
60/40 Portfolio Deciphered
Growth or Value, What’s the Difference
Defensive (non-cyclical) or Cyclical Investing
Financial Benchmarks
Process
Chapter One, Investment Process
The Fundamentals
The Technicals
Blending Fundamentals and Technicals
Advice
Suitability or Best Interest
Broker or Advisor
Planning
4Retiring
Retirement Numbers: 65, 66-67, 72
When is Investing for Retirement?
Medicare Notes
Math for Delaying or Taking Social Security Benefits
TOD (Transfer on Death) Account Designations
Medical Durable Power of Attorney (DPA) and Living Will
Personal
Be Prepared
Documenting Who We Are
To Plan or Not to Plan
Make a List
Should I Stay or Should I Go
SECURE Act
SECURE Act
Secure Act: Account Type and Inheritance
Shipping and Returns
Shipping: Digital downloads are sent by email to the email associated with the order. Once digital downloads, eBooks, Financial Tools, have been sent, no Returns accepted or Credit provided.