Consumers2018-04-09T18:50:37+00:00
Retirement Go-To Guide for Consumers

Retiring For The Genius

Marc’s book Retiring for the GENIUS was designed to help Mass Affluent Retirees prepare and live in retirement without worry.
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Today, millions of people lack the basic confidence to make rational, informed personal financial decisions. Their emotions create a haze of indecision contributed by social circles, twitter feeds, and media talking heads. ‘Retiring for the GENIUS’ will deliver a refreshing and honest perspective. Marc explains that financial decisions don’t always require assistance from a professional, a parent, a co-worker or a financial news network. Instead, this resource guide will teach them that retirement choices can be made independently and with confidence.

This is a “go-to guide.” Prepare to explore your retirement, on your terms.  Just think, financial advice in a language you can understand®. You’re about to gain a better understanding about what you’ve accumulated so that you can decide how to use those resources effectively throughout your retirement years. After all, if you don’t know how every piece in your financial puzzle fits into your life, how can you build confidence about your financial future?

Here’s a quick overview of “Retiring for the GENIUS”

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Part 1—Building the Foundation for a Successful Retirement.

Retirement can feel like you’re walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Chapter 1 – What Is Retirement Planning Anyway?

Chapter 2 – Crafting a Successful Retirement Plan.

Chapter 3 – Getting Your Financial House in Order.

Chapter 4 – Where Does All the Money Go?

Chapter 5 – Are Your Assets Owned Properly?

Chapter 6 – Making the Most of Your Retirement Plan.

Chapter 7 – Investments for the Genius.

Chapter 8 – Investing in Mutual Funds.

Chapter 9 – Income-Based Investments Retirees Consider.

Chapter 10 – Preparing to Invest Like a Genius

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Part 2—This is Not Your Parent’s Retirement: Advice and Instructions for Today’s Retiree.

On the day you retire, your life changes. Sorry. It just does. No more work. No more people reporting to you. And more than likely, you’ll be reporting to someone else (your spouse).

Chapter 11 – Retiring: Could It Be the Biggest Decision of Your Life?

Chapter 12 – Retirement: Time to Get Messy.

Chapter 13 – Social Security: It Impacts Everyone!

Chapter 14 – Pensions and the Secret Millionaire.

Chapter 15 – Understanding Taxes in Retirement.

Chapter 16 – Maximizing Your Money in Retirement.

Chapter 17 – Ideas on Drawing Income to Meet Your Spending Needs.

Chapter 18 – IRA Distributions: Managing Yours and Those You Inherit.

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Part 3—The Elephant in the Room: Issues Retirees Can No Longer Ignore.

Retirement is challenging enough, but the ongoing pressures of managing your health, wealth, and family issues can lead retirees to become very guarded and stubborn about many of the issues that truly need to be addressed.

Chapter 19 – Where Will You Live in Retirement?

Chapter 20 – What Keeps You Up at Night?

Chapter 21 – Should Probate Be Feared? Can It Be Avoided?

Chapter 22 – All Good Things Must Come to an End.

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Part 4—Tools, Templates, and Time-Tested Advice.

These final chapters serve as a capstone. You deserve to feel confident in yourself and your ability to achieve your retirement goals.

Chapter 23 – Ideas to Ignite Your Retirement Plan.

Chapter 24 – Finding an Adviser Who Makes Sense for You.

Chapter 25 – The Most Important Question of All…
Are You Prepared to Handle the Nonfinancial Issues in Retirement?