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Learn More About Your Retirement Journey!
At StayRetired™ Wealth Strategies we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
The StayRetired™ Model
Imagine A Retirement With Zero Looking Back!
Dreaming of a retirement where you truly relax, without the fear of having to return to the grind? Embrace the StayRetired™️ planning model and your dream can become a reality. This book will introduce you to the ten StayRetired™️ steps, from “Establish a Spending Plan” to “Create a Lasting Legacy.”
Financial planning isn’t just about numbers on a spreadsheet or dollars in a bank account. It’s deeply intertwined with your aspirations, your dreams, your family, and the lasting imprint you wish to leave behind. Your decisions today can profoundly affect your loved ones’ tomorrow. In this book, you’re not just going to learn about numbers or market trends. You’ll discover the art of intuitive retirement planning: how to personalize your financial plan and address your unique needs. You’ll learn the ropes of informed decision-making and read a few stories of client successes (and cautionary tales). From breaking down Social Security strategies to navigating the challenges of aging, each chapter is designed to empower you to craft your own unique financial narrative. By the end, you’ll have a robust understanding of how to retire and – more importantly – how to StayRetired™️.
Download the first chapter for free today! Order the full book online at amazon.com!
5 Top Estate Planning Mistakes
Learn About Common Mistakes Made In Estate Planning
This guide is constructed to give you the basic information you need to begin the process of making the right decisions for you. Not for your neighbor, not for your friends at work, not for your uncle Fred — but the right decisions for you. This information can potentially save you and your family members thousands of dollars, real estate, and peace of mind. You’ve worked hard to provide for your family, and you should have an estate and retirement plan that reflects that.
AVOID “MARKET PANIC”
Tips To Avoid The “Market Panic” Reaction
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans. Diseases, natural disasters, or political instability are examples of things that can cause market downturns or drops. Such occurrences are difficult to predict, and their consequences can cause people to make hasty decisions with their finances. However, you can prepare yourself for a downturn by having a solid financial strategy in place. The most recent bout of “market panic” likely won’t be the last one you’ll see in your lifetime, so why not have a plan to address future market drops? If you’re concerned about your financial security as you near and enter retirement, assessing your risk tolerance, reevaluating your portfolio, and seeking professional advice could be a good idea.
Social Security Benefits Guide
Are You in Danger of Losing $100,000 in Social Security Benefits?
Are you in danger of losing $100,000 (or more) in Social Security benefits over your lifetime? Better put, can you put a strategy in place to be sure that you will receive your maximum lifetime Social Security benefits?
You can and this guide aims to show you why. Discover when you can collect, how much you can expect, and how to maximize your benefits.
THE 2024 TAX GUIDE
Your Roadmap To Reducing Your Taxes This Year And In The Future
After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.
