What you will learn with this eBook


    The idea of “financial planning” isn’t really anybody’s idea of fun. But the process does answer questions about your readiness for retirement. Do you need to work a few more years? How can you mitigate your taxes in retirement? Are your investments allocated in a way to minimize risk but also generate the return you need?


    Gone are the days when stock brokers could pretend they had “inside information” and could pick stocks. Gone are the days when your investment choices were expensive mutual funds, loaded up with charges that went straight to brokers’ pockets. Today, you are fortunate enough to live in an era when you can put the real science of investing to work for you!


    Avoid the temptation to grab the money early! Think of Social Security as insurance if you live too long. It’s the exact opposite of life insurance, which covers you if you die early. Waiting longer to claim Social Security can make a dramatic difference in your retirement income stream.

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How Has Retirement Changed?

And what can you do to make sure yours is successful?

Today’s retirees faces a very different world than their parents and grandparents. You may feel like you’re tired of the rat race, and you’re ready to kick back and enjoy life.

But are you absolutely certain that you can afford to quit working?

According to the Social Security Administration, a 65-year-old man can expect to live another 18 years, on average. A 65-year-old woman can expect to live another 20 years, on average.

Sadly, many Americans realize too late that their savings, along with Social Security, are not enough to maintain a balanced, enjoyable lifestyle in retirement. Compounding the problem, many people find it difficult to re-enter the workforce after several years in retirement - even if they realize they need more money to pay basic living expenses!

But you control your financial decisions. There are some simple steps you can take before retirement to be sure you can live the life you envision.

This was my motivation for writing this book: To give you the hope and inspiration you need to get your financial life in order before it’s too late!

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My name is Kate Stalter. I’ve been a financial journalist at publications including Forbes, Investor’s Business Daily and US News & World Report. But I found that just writing about money wasn’t enough: I realized I could help people even more by becoming a financial planner and investment advisor.

With Baby Boomers retiring at a rate of 10,000 each day, more and more people need help navigating the treacherous waters of retirement. Whether it’s planning for your investment return, insurance needs, tax strategies or your lasting legacy, I want to help you achieve the retirement of your dreams. There’s no better time to start than today.

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