Books
Explore these essential guides to smarter, stronger retirement planning
Stress-Free Retirement by Patrick Kelly
Born before January 1, 1954?
Baby Boomers turning full retirement age in 2020 are the last class that can take advantage of a valuable Social Security strategy.
The strategy lets a beneficiary restrict an application to spousal benefits only, giving the beneficiary some Social Security income now while allowing his or her own retirement benefit to grow 8% a year until age 70.
If you are a Boomer who qualifies, it behooves you to take a good look at when you and your spouse will claim benefits.
“It’s a great way to get a little extra income for four years.”
Doug Fair, JD
Owner/Founder of Successful Seniors
- Plan your retirement income to fit your lifestyle
- Apply specific strategies designed to increase Social Security Retirement Benefits
- Manage your healthcare costs
- Reduce and eliminate unnecessary fees
- Maximize the tax efficiency of withdrawals from retirement accounts
- Identify and mitigate the major threats to your retirement savings
- Determine whether Roth IRA conversions make sense for you
Free book give-away!
Born before 01/01/1954?
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The Cost to be You in Retirement by Doug Fair
In The Cost to Be You in Retirement, financial expert Doug Fair teaches you how to revolutionize the way you think about retirement. Everyone has their own ideas and dreams of what their retirement years might look like, but if you want to make those dreams a reality… it takes more than just a simple plan. The process from dream to reality includes knowing your story, discovering your journey, and implementing the necessary steps to reach your ideal destination.
Inside this book, you’ll learn from Doug’s thirty years of experience. You’ll learn how to create a retirement plan that will leave you happier, healthier, and more confident in your future. But, most of all, you’ll gain the peace of mind about what your retirement will really cost you.
Here are just a few things covered inside:
- The Three Phases of Retirement
- The Perils of Procrastination
- How Do You Decide When to Retire?
- What You Don’t Know About Your 401k Can Hurt You
- Managing Risk