The Complete Cardinal Guide to Planning for and Living in Retirement Workbook

by Hans John Scheil

Overview

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal’s expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the past year. But they also learned that the Guide isn’t quite sufficient by itself. So they’ve created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Product Details

ISBN-13:	9781946507013
Publisher:	Tupelo Press
Publication date:	04/01/2016
Pages:	112
Sales rank:	726,261
Product dimensions:	7.00(w) x 10.00(h) x 0.33(d)

Table of Contents

CONTENTS
1. Module 1-Social Security - 1
2. Module 2-Medicare - 15
3. Module 3-Long-Term Care - 29
4. Module 4-IRA (Individual Retirement Accounts) - 59
5. Module 5-Investments - 67
6. Module 6-Life Insurance and Estate Planning - 87
7. Module 7-Income Taxes - 119
8. Module 8-Choosing Your Advisor - 127
Index - 139

Editorial Reviews

“With over 30 years of financial advisor experience, this [The Complete Cardinal Guide to Planning for and Living in Retirement] is the FIRST time I have ever seen anything written with such clarity for the normal, everyday person.… He even provides sample forms for you to peruse. Clearly an easy read and thought-provoking source for anyone anticipating retirement.”—Michael Thompson

“This [The Complete Cardinal Guide] was likely the best book on planning for retirement that I've ever read, and I've read quite a few…. It is this type of education that most need and that can then be utilized while working with a well-vetted professional…. I highly recommend this book. I myself will be purchasing additional copies for several relatives and friends.”—M Hunter

From the Publisher