Introduction words go here.
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
Note: It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.
Formatting Note: “request” brings up menu list titles of PDF available for download.
Format notes: “ Buy Book” button takes user to purchase page: Direct link to Amazon or Discount Bulk Purchase ( 10 or more books) request – Purchaser name, email, phone