Volume 3 – The Later Years

Before Retirement Through Old Age

The third book in the series covers ages 50 and above, The Later Years. Nearing retirement, this book provides considerations for both early and late retirements, along with guidance on how to prepare before calling it quits. Includes evaluating how much to safely withdraw, taxes, housing, investing for income options, when to claim Social Security, and how the Medicare program works. And, how to climb a smaller hill to retirement to make up for lost time. You’ll use my Retirement Yearly Plan tool once you retire to stay on track every year. Additionally, a focus on old age ensures that your plan covers this expense. Finally, how to create an Overall Plan for your family when you’re gone.