Getting Started in a Financially Secure Retirement

1. Auflage 2007
ISBN: 978-0-470-11778-1
Verlag: John Wiley & Sons

Buch, Englisch, 288 Seiten, Format (B × H): 156 mm x 234 mm, Gewicht: 442 g

PRE- AND POST-RETIREMENT PLANNING THAT MAKES SENSE

GETTING STARTED IN A FINANCIALLY SECURE RETIREMENT

If you want to make the most of your retirement years, you have to seriously think about the retirement lifestyle you want and the path that will get you there. In order to do this, you need reliable retirement information that will allow you to properly chart your course. Nobody knows this better than author Henry Hebeler, who retired from the corporate world more than fifteen years ago--and quickly discovered that much of the retirement planning advice available wasn't helping people accomplish their goals.

Now, with Getting Started in a Financially Secure Retirement, Hebeler shares his experience in this field with you and reveals what it really takes to achieve the retirement you want. Written in a straightforward and accessible style, Getting Started in a Financially Secure Retirement dismisses the assumptions that many popular retirement planning methods make and addresses some of today's most important retirement issues, including everything from planning with realistic economic inputs to neglected subjects such as replacement budgeting, reverse dollar cost averaging, and the need for resiliency when encountering surprise events.

Filled with in-depth insights, practical advice, and helpful retirement planning tools, Getting Started in a Financially Secure Retirement will allow you to apply Hebeler's proven principles to your own specific situation--whether you're already retired or still working--and make more informed financial decisions as you plan for the years ahead.

Autoren/Hrsg.

Hebeler, Henry K.

Inhaltsverzeichnis

About the Author xi
Foreword xiii
Preface xv
Introduction xvii

Chapter 1 Planning 1
Chapter 2 Be Aware of the Environment 25
Chapter 3 Pre-Retirement Planning 55
Chapter 4 Final Commitment to Retire 73
Chapter 5 Post-Retirement Planning 101
Chapter 6 Implementing Your Plan 119
Chapter 7 Investing the Simple Way 135
Chapter 8 More Investment Involvement 165
Chapter 9 Before You Die 173
Chapter 10 A Critical Review 183
Reprise 197

Appendix A Pre-Retirement Worksheet 199
Appendix B Age to Start Social Security 209
Appendix C Post-Retirement Worksheet 215
Appendix D Analyze Investment Performance 227
Appendix E Pre-Retirement Assumptions 233
Appendix F Post-Retirement Assumptions 241
Appendix G Rebalancing Worksheet 247
Appendix H Replacement Reserve Worksheet 249

Glossary 253
Index 259

Über Autor(innen)

Henry Hebeler is a graduate of the Massachusetts Institute of Technology (MIT), from which he has three degrees. He has spent most of his working career at The Boeing Company, ultimately becoming president of Boeing Aerospace Company. He has been working with retirees for many years, developed special material for their use, and given numerous seminars on retirement. Hebeler's current focus is the dissemination of sound financial planning information that applies to a wide range of personal investment, economic, and income situations.