• Home
  • About
    • Press Releases
    • About Jack Tatar
    • Our Authors
    • Custom Projects
    • Join Us!
  • PT Media Channel
  • Shop
  • Podcasts
  • Blog
  • Events
  • Contact Us
  • Cart

What You Don’t Know About Retirement Income Can Hurt You!

January 20, 2016 Jack Tatar

In the past, retirement planning was focused on reaching “the number” or what the value of our “nest egg” needed to be. For years, clients and advisers focused solely on their “account value” to gauge whether or not they’re were going to ever retire. We were told that this “number” was different for every person. Well, the reality is that today, that “number” should no longer the sole focus for investors hoping and praying to retire. Rather the focus should be on “how much” will that number provide in income! Recreating a paycheck in retirement or funding the day to day needs for retirees has become more important that the journey to a specific “number.” And this has everything to do with the realities that taxes, healthcare costs, low interest rates, volatile markets and tending to the needs of older parents and your own children have created havoc for any plans that we had to reach the retirement of our dreams.

These realities bring into question many of the foundations that we created our retirement plans on – such things as 401(k)s, IRAs and Medicare. These plans were made before we knew about the benefits of Roth IRAs or the realities of means testing raising Medicare costs are demanding that retirement planning be focused on retirement income, not just the value of your “nest egg”! This trend towards retirement income, or what is also known as “distribution” is the reason that we’ve gathered these authors together to provide you with a book that outlines these new realities.

This book was written by financial advisers, professionals and experts who have recognized that the rules of retirement have changed and they’re advising their clients accordingly. They have their ear to the current realities and demands of the financial marketplace, and are implementing strategies that are focused on helping their clients to navigate these new realities. The authors of this book are not advisers and experts who are remaining in their comfort zone and advising clients on the same tired old investment approaches. They are professionals who understand the current realities of the industry and willing to venture out of their own “comfort zone” to find investment options that are most appropriate for their clients.

With an understanding that every client is different and unique, these professionals recognize that they need to interpret these new realities into customized solutions for each of their clients. As you read the chapters, you’ll hear the passion and focus that each of these finan- cial professionals have for the wellbeing of their clients.

The key thing to remember as you read this book, is that if your financial adviser is not discussing these matters with you, you may not have the right adviser. And if your adviser is discussing these items with you, then it’s important to work with them and integrate this type of thinking into your financial strategies.

This book is required reading for anyone nearing retirement, already retired or wondering if they’ll ever retire. Retirement can be achievable for everyone. You just have to have the right information, the right approach and the right advice. Allow these authors to help you to understand the new rules of retirement so that you can achieve the retirement of your dreams. That should be the focus of every investor and every financial adviser working today!

Categories : Finances
Tags : retirement

Join the PT Family

Have something in mind for our books?

Whether you’d like to author a “What’s the Deal With…?®” book in the area of your expertise, or have an idea about a topic that you would like to see published in the future,
we’d love to hear your ideas.

Pitch Us an Idea!

Affiliations

ibpa logo

Testimonials

“I highly recommend this book! I am so happy and impressed with the amount of valuable content in “What’s the Deal with Teens and Time Management?” Leslie incorporates her professional and personal experiences throughout her book, as she takes you on the journey of learning time management skills that work for teens.”
DebAmazon, on "What's the Deal with Teens and Time Management?"
Jack Tatar’s holistic, “four keys” approach to retirement—one that will cover not only your parents’ finances, but also their heath and well-being, their mental attitude, and their involvement with family and friends and the outside world [will] help them have that safe retirement they deserve and provide yourself and your family with peace of mind for, hopefully, years to come.
BookwormAmazon on "Having the Talk: The Four Keys to Your Parents' Safe Retirement"
[Mike Padawer’s] delivery of pertinent information is direct and speaks to the root of issues surrounding the inevitable epidemic we face as the populous ages.
Denise Elam Dauwon "What's the Deal with Long Term Care?"
“I think this is a great book for parents and teachers to read to help their teens through today and also prepare for the future.”
mysimplewalkon "What's the Deal with Teens and Time Management?"
It does a great job highlighting all of the important information you need to know about this new digital currency without bogging you down in boring terms and dry writing.
Catie V.on "What's the Deal with Bitcoins?"
If you have to make and keep only one New Year’s resolution, I recommend you have “the talk” with your parents about their safe retirement. 
Bookworm, Amazon Revieweron "What's the Deal with The Talk Between Adult Children and Their Parents?"
“I absolutely LOVE the new book titled “What’s the Deal with Teens and Time Management?” With great expertise, Leslie the author provides a wealth of excellent knowledge and exceptional resources to help parents teach their teens time management skills to succeed in life.”
DebAmazon, on "What's the Deal with Teens and Time Management?"
This book provides excellent guidance to children of men and women approaching and in the early stages of retirement.
Jack Hansenon "Having the Talk: The Four Keys to Your Parent’s Safe Retirement"
A holistic approach to retirement for pre-retirees and retirees explores the four key elements to sound retirement planning.
Publisher's Weekly on "Safe 4 Retirement: The 4 Keys to a Safe Retirement"
If you want to make sure your retirement goes as planned, you have to read this book!
Scott D. Tuxburyon "What You Don’t Know About Retirement Will Hurt You!"

Twitter Feed

Tweets by @PeopleTested

Copyright 2017 People Tested | All Rights Reserved | Website by msf web design, llc
  • Home
  • About
    • Press Releases
    • About Jack Tatar
    • Our Authors
    • Custom Projects
    • Join Us!
  • PT Media Channel
  • Shop
  • Podcasts
  • Blog
  • Events
  • Contact Us
  • Cart