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Financial Planning for Adults

Whether you are just now beginning to lay the groundwork for retirement (it's never too early!), have had your plans in place for years, or are recently retired & wondering if you've done enough to live comfortably, this is a list of materials geared towards helping you make the most informed decisions for your future. The world of economics is ever-changing; whether due to increases in cost of living, health care costs, mortgage rates, or the stock market's ebbs & flows. Thus, a "fix it & forget it"-approach to estate planning, long-term care, retirement, & savings may not be the best idea. Please note: There will be conflicting strategies in these items, so it's important to weigh your options & choose your own path. Hopefully, the lessons gleaned from the varying sources will help put you in the best position to achieve your future goals!

Johnson County Library

12 items

  • Whether your retirement is years or decades away, this guide will help you plan for it. Explore a variety of tools to make that vision a reality, discover what IRAs and 401(k)s are really about, investigate your investment options, and see…
    BookHoboken, New Jersey : John Wiley & Sons, Inc., [2020] — 332.024 Krantz 02/2020
  • Questions abound around long-term care planning: Where to live? How to get the best medical care? What to do about advance directives, wills and trusts, and estate planning? And how to pay for it all after you retire?
    BookHoboken, NJ : John Wiley & Sons, Inc., [2018] — 646.79 Levine 10/2018
  • How to Make Your Money Last

    the Indispensable Retirement Guide

    Quinn, Jane Bryant,
    At a time when people are living longer, yet retiring with a smaller pot of savings than they’d hoped for, this book will become the essential guide. **** - Goodreads user rating **Also available in ALL formats**
    BookNew York : Simon & Schuster Paperbacks, 2020. — 332.024 Quinn
  • The Dumb Things Smart People Do With Their Money

    Thirteen Ways to Right Your Financial Wrongs

    Schlesinger, Jill,
    After decades working as a Wall Street trader, investment adviser, and money expert for CBS, Jill Schlesinger reveals thirteen costly mistakes you're probably making right now with your money without even knowing it.
    BookNew York : Ballantine Books, [2019] — 332.024 Schlesin 01/2019
  • Don't Retire Broke

    An Indispensable Guide to Tax-efficient Retirement Planning and Financial Freedom

    Rodgers, Rick (Financial planner),
    Retiring comfortably today is not about saving more, it's about saving smart. In Don't Retire Broke, you will learn: Traps to avoid before you retire, how maximize Social Security benefits, what to do now if you still have a pension, and…
    BookWayne, NJ : The Career Press, Inc., [2017] — 332.024 Rodgers 03/2017
  • Get the Most Out of Retirement

    Checklist for Happiness, Health, Purpose, and Financial Security

    Hurme, Sally Balch,
    From crafting a budget and managing your money to last a lifetime to simplifying your life so you can really focus on what you want to do next, Get the Most Out of Your Retirement walks you through the process.
    BookChicago, Illinois : American Bar Association, Senior Lawyers Division, [2017] — 332.024 Hurme 02/2017
  • Learn how to secure your financial future and create the retirement lifestyle of your dreams with practical advice for planners of any age and income level
    DVDChantilly, Virginia : Teaching Company, [2021] — DVD 646.79 How
  • Get What's Yours

    the Secrets to Maxing Out Your Social Security Revised and Updated

    Kotlikoff, Laurence J,
    Americans have left literally billions of Social Security dollars on the table - benefits we have earned, are eligible to take, but simply aren't aware of. **Also available in ALL formats**
    BookNew York : Simon & Schuster, 2016. — 368.43 Kotlikof
  • Get What's Yours for Medicare

    Maximize Your Coverage, Minimize Your Costs

    Moeller, Philip,
    Social Security provides the bulk of most retirees' income and Medicare guarantees them affordable health insurance. But few people know what Medicare covers and what it doesn't, what it costs, and when to sign up. **Also available in CD…
    BookNew York : Simon & Schuster, 2016. — 368.382 Moeller 09/2016
  • IRAs, 401(k)s & Other Retirement Plans

    Strategies for Taking Your Money Out

    Slesnick, Twila,
    Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that…
    BookBerkeley, California : Nolo, [2021]. — 331.252 Slesnick 07/2021
  • Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment…
    BookPetersfield, Hampshire, Great Britain : Harriman House, [2019] — 332.024 Swedroe 01/2019
  • Estate Planning 101

    From Avoiding Probate and Assessing Assets to Establishing Directives and Understanding Taxes, Your Essential Primer to Estate Planning

    Cook, Vicki,
    No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries,…
    BookNewYork : Adams Media, an imprint of Simon & Schuster, Inc., 2021. — 332.024 Cook 08/2021