Completely expanded and updated, Live it Up Without Outliving Your Money! Second Edition is the financial roadmap that people are looking for. Based on the author's experience in the financial services sector since the mid-1960s, including more than 30 years as an investment advisor and money manager, this plain-talking book gives readers simple strategies to add between $1,000 and $10,000 to their monthly income in retirement, and without taking any of the dumb risks of the past. This reliable resource motivates readers to take the first steps to change their financial situation; presents multiple strategies for withdrawing money during retirement; and exposes the marketing tricks perpetrated by financial institutions. This book also includes added focus on newer issues such as ETFs, REITs, estate planning, IRA withdrawals, and updated allocation strategies. Live it Up Without Outliving Your Money! : * Allows readers to tailor a financial plan for retirement that takes into account the amount of risk they're willing to tolerate * Provides multiple strategies for withdrawing money once in retirement while also building an estate for children and other survivors * Exposes the marketing tricks and emotional ploys perpetrated by financial institutions and the personal finance media that keep investors from making the best decisions - and provide real-world examples of these deceptions * Motivates readers to take the first steps to change their financial situation, which is the most difficult part of the strategy * Includes a dozen worksheets to help readers grapple with retirement planning
Live It Up Without Outliving Your Money!
Over the course of his successful financial career, author Paul Merriman has helped thousands of clients manage their money--both before and after retirement. During this time, he developed an in-depth understanding of the important financial issues people face when it comes to retirement.
Now, in the revised and updated edition of Live It Up Without Outliving Your Money!, Merriman distills what he has learned and helps you create a portfolio that will fulfill your unique retirement needs in the process. From determining how much you will need to live on after retirement to recognizing and controlling the expenses of investing, the easy-to-understand strategies outlined in these pages can minimize the stress and maximize the success of this pivotal process.
You can have the retirement you desire. But to enjoy the life you want tomorrow, you have to plan and prepare today. The revised and updated edition of Live It Up Without Outliving Your Money! can help you achieve this goal, as it will put you--and your retirement portfolio--in a better position to succeed.
