RETIRE IS A VERB

Wealth management for retirees and those nearing retirement

By Robert W. Huntley

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Read the forward by Ed Slott, CPA

Retirement will soon become a lifestyle all its own, and it won’t involve rocking chairs. It probably won’t even be called retirement anymore. So what will it be called, how do we prepare for it, and what do we do when we get there? Robert W. Huntley, CFP®, ChFC, is a visionary who understands the questions and supplies all of the answers for us in this masterpiece, which you are about to read.

The 77 million aging baby boomers who are just beginning to enter this stage of their lives, as well as those who are already there, are looking for information on exactly how to get the most out of retirement, not only financially, but as a lifestyle filled with enjoyment and true happiness. What you are about to read provides the information you need to find your way through this next stage.

Not only will you be amazed at all of the essential financial information in the pages that follow, but you will be able to customize the details to exactly what works for you. Yes, this is your own personal plan to accomplish all that you wish. This book is about achieving goals and seeing lifelong dreams come true. It makes you take an honest approach to where you are now and to where you want to go. Then it helps you create your own plan for getting there. You’ll see your excitement build as you begin reading. It’s your time now.

Will you have enough money to do all that you wish? You’ll find that out when you realize exactly what retirement—or whatever we end up calling it—means to you. It may mean part-time or different work; a second, even more enjoyable and satisfying career; or it may mean providing help to your loved ones. It’s really up to you. You won’t retire from something; you will retire to something. That is the point of this book. Retirement is not about laying around worrying about money or health. Yes, those are certainly everyone’s concerns; but in this book, you will learn how best to prepare for those issues with practical personal and financial advice that you can tailor to the lifestyle you want.

What is unique about this book is that it integrates the financial advice you need with the lifestyle you choose. It even incorporates advice on how to deal with circumstances that are beyond your control. There is a section to help you with a fresh start if you are a widow or widower. You’ll learn how to make the most of the current Social Security system, and how to choose an advisor who can help you through the maze of options for retirement income and tax planning.

As you begin, you will go through a self-evaluation that will reveal much about who you are and, in turn, help you find your own path to living “rich” for the rest of your life. Your definition of “rich” from here on in is the only one that counts. I wish you much happiness and success, and most importantly, good health and great friends.

-Ed Slott
Author, Parlay Your IRA Into a Family Fortune www.irahelp.com