Menu
Brighter
Retirement
Essentials
The Roadmap to mastering your money marathon
Brighter Retirement Essentials - THe Roadmap to Mastering Your Money Marathon is your key to confidently cross your Retirement Finish Line. This book highlights what you need for a successful and worry-free retirement life.
Topics include:
Your Brighter Retirement Roadmap™ will ensure you have help with all the essentials for your retirement marathon. See below to discover what sections of the book are most applicable for your Retirement:
Managing your cash wisely during Retirement will help you remain financially resilient when each risk arises during this time. Learn more about your liquidity needs, risks to take and avoid during your retirement years, and keeping working cash on hand.
When it comes to your income streams during retirement you want to analyze your various sources, needs, and social security. This section helps you navigate your Social Security, inflation, budgeting, and other expenses.
Discover market volatility tactics, navigate your retirement accounts, and annuities. Grow your accounts to get the most out of what you have put in.
Your numbers are looking great! How much are they going to go down after taxes? This section helps you navigate the Fed, know what your limits are, understand more about the taxes associated with your retirement accounts, and Roth IRA conversions.
It’s time to give. Where to start? Qualified Charitable Distributions (QCDs), In-Kind Donations, Donor-Advised Funds (DAFs)…it’s all laid out! Consider your time and talents in addition to financial giving during your retirement.
Whether you retire early or later, healthcare is a part of all of our lives. This section helps you make decisions for your long-term care, including unplanned expenses and end-of-life care.
It’s time to give. Where to start? Qualified Charitable Distributions (QCDs), In-Kind Donations, Donor-Advised Funds (DAFs)…it’s all laid out! Consider your time and talents in addition to financial giving during your retirement.
Whether you retire early or later, healthcare is a part of all of our lives. This section helps you make decisions for your long-term care, including unplanned expenses and end-of-life care.
