Are you nearing retirement and looking for the confidence to take that next step?
Most of us hope to retire someday, and we want to have the assurance that we will be able to live comfortably and continue supporting our family. We want to know that the work we’ve done throughout our lives will pay off in the end. And we also want to ensure that we provide our family with any remaining assets after our death.
In this book, retirement financial advisor Eric Peterson offers advice and techniques to the soon-to-be retiree. He covers a variety of topics, including:
• Financially and mentally planning for retirement
• Shifting from accumulation to income and preservation of assets
• Organizing documents and managing spending patterns
• Who to go to for retirement advice and what questions to ask
• Risks that can impact retirement
• Taxes and what can be done about them
• Hidden fees
• Pensions and Social Security
• Health-care costs and insurance
• Estate planning and leaving a will
Are you completely ready for retirement? If your answer is yes, this book may not be for you. But if you have even a shred of doubt, Eric’s advice can help you consider those things you may not have even known about. You have a right to live the rest of your life in peace and comfort.
|Publisher:||Advantage Media Group|
|Product dimensions:||6.10(w) x 9.00(h) x 0.80(d)|
About the Author
Eric Peterson is the founder of Peterson Financial Group, a full-service financial advisory firm dedicated to providing cutting-edge retirement strategies and practical core values. Peterson Financial Group uses the best-suited tools in the industry to over the highest-quality advice and solutions to enhance its clients’ lives. A Registered Financial Consultant (RFC), Eric is an active member of the Ed Slott Elite IRA Advisors Group.
Eric lives in Iowa with his wife, Teresa, of 22 wonderful years and has two children, Travis and
Natalie. He attended Drake University, where he earned his MBA, and is also a veteran of the
US Air Force.
Table of Contents
About the Author 9
Introduction: A Business of Dreams 11
Chapter 1 Across the Threshold 25
Chapter 2 Climbing the Pyramid 39
Chapter 3 Who Has Your Back? 49
Chapter 4 Things That Go Bump 63
Chapter 5 Tax Attacks 75
Chapter 6 The Secret Life of Fees 95
Chapter 7 The Broken Stool 103
Chapter 8 Don't Be Worried Sick 115
Chapter 9 Income by the Bucketful 123
Chapter 10 Come What May 137
Conclusion: Peace, Freedom, Impact 149