Active Retirement Investing

Take control of your financial and retirement future by learning the methods, techniques, and secrets professional consultants don’t normally share with the public!Learn the retirement investing process that is best for you. Learn how to organize, manage, and monitor your investment plans, tax efficiency, and estate planning methods to help you live in comfort.Active Retirement Investing was created to give you, the participant, empowerment in this process. This is not your average investment book; this valuable resource was designed to give you awareness of how you or your adviser can manage the planning and investment process. Inside, concepts and information are provided to the reader without the typical sales pitches and lectures. You will gain the knowledge and the power to control the direction of your financial future. Rather than depend on a financial professional to “take care of you”, this manuscript will inform you and help you gain the inside knowledge to recognize good advice from bad advice. You will receive the information and tools necessary to develop a cohesive financial plan that will secure your financial future and assets. You will gain insights on cash flow, insurance, legal documents, investments, and how periodic review of these areas will take place. You will learn how to do your own investing and planning or gain insight into how your adviser should be working for you and your best interest. You will be exposed to the process of an adviser with nearly forty years of experience developed to produce a well-balanced and tailored plan. You will gain insight as to what investments are appropriate and realistic. You will learn about topics such as: -Short term vs. long term income resources-Which insurances you should keep and which you should discard-Which legal documents to consider for your situation-Mutual funds vs exchange-traded funds (ETF’s)-Balancing a portfolio for risk, growth, and stability-Reviewing your investments, portfolios and estate planTake the leap.. spend a little time to learn and develop a process to protect, grow, and manage your existing investments and future financial resources at the peak of efficiency. Your plan starts now and your future awaits!