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The following are extra credit topics assigned as additional reading from the book “Retirement is Recess for Grown-Ups”.
Readers are encouraged to check back often as Extra Credit topics are added/up-dated frequently.
Topic (Click title to read full article)
Seven Cs Financial Adviser Profile Questionnaire
Asset Document Locator Worksheet
Asset Beneficiary Review
Medicare / Medicare Insurance Essentials
Getting an “A” in 401(k)
Creating A Million-Dollar Retirement Account
Roth 401(k) vs. Traditional 401(k)
Minor Child/Grandchild Retirement Savings
Reversal of Fortune- Sequence of Return Effect
Recent Long-Term Care Costs/Trends
What the Insurance Industry Doesn’t Tell You About Prescription Drug Costs
Retirement Income Strategy Comparisons
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