Investing for Retirement: Surviving a Financial Tsunami

by John Benson

Overview

Investing for Retirement describes the reality, obstacles, and solutions for investors, as they face the daunting challenge to prepare themselves financially for retirement. Investing for Retirement, leads the reader through the steps for developing an appropriate investment plan and becoming a successful investor. Most importantly, it reveals the role that investor's emotions play in their investment decisions, and the potential for unintended consequences - why so many investors are unsuccessful. This step-by-step guide leads investors through the motivating, goal setting, planning, and implementation phases of investing for retirement. Along with the clear presentation of fundamental investing principles, the use of examples, lists and worksheets guide the reader to develop an easily implemented personal investment plan. Readers are lead to see their current financial situation, set financial goals, understand how to determine an appropriate investment mix, and make investment selections. Additional information is included to help retirees and near-retirees prepare a retirement budget and establish a withdrawal plan for living in retirement. Table of Contents - Chapter 1 - Reality Chapter 2 - Some Basic Rules Chapter 3 - Determine Your Cash Flow Chapter 4 - Determine Your Net Worth Chapter 5 - Seeing Your Financial Reality Chapter 6 - Discover Your Risk Tolerance Chapter 7 - Establish Your Asset Allocation Chapter 8 - Tapping Investment Expertise Chapter 9 - Selecting Investments Chapter 10 - Model Portfolios Chapter 11 - Implementing Your Investment Plan Chapter 12 - Individual Retirement Accts. (IRAs) Chapter 13 - Employer Retirement Plans Chapter 14 - Maintaining Your Investment Plan Chapter 15 - Preparing for Retirement Chapter 16 - Social Security & Retirement Chapter 17 - Medicare & Retirement Chapter 18 - Managing Your Retirement Accounts Chapter 19 - Establishing a Withdrawal Plan Chapter 20 - What about Annuities? Chapter 21 - Wrapping it up Appendicies Glossary Endnotes

Product Details

ISBN-13:	9781460966983
Publisher:	CreateSpace Publishing
Publication date:	05/04/2011
Pages:	376
Product dimensions:	6.00(w) x 9.00(h) x 0.78(d)

About the Author

John Benson began his financial career in 1983, training with Merrill Lynch in New York, N.Y. and San Antonio, TX. He started as a Financial Consultant (Stockbroker) in the Merrill office in San Antonio and began teaching adult education classes on investing. Mr. Benson became Manager of the Investment Services Department for a regional financial services firm and continued to teach investing concepts and steps to becoming a successful investor. In both classroom lectures and televised educational programs, he takes complex concepts and breaks them into elemental blocks for easier comprehension.