Because we’re in the profession of preparing clients for retirement, we’re always interested in research that sheds light on how Americans are thinking about (and planning for) their senior years. The longest-running survey of its kind in this field, called the Retirement Confidence Survey, is put out by the Employee Benefit Research Institute (EBRI). We … Read more
It seems that many people approaching retirement are in desperate of need good advice, but don’t like paying for it. So they turn to free tools and resources that promise to do the job of retirement planning. Unfortunately, those free retirement planning tools available online may not cost anything – but some of them just … Read more
Among married couples who disagree about finances, which age group seems to bicker the most? According to this article on the Kiplinger financial website, the answer is baby boomers – and the reason seems to involve disagreements about retirement. The recent article is called “Older Couples Face Money Battles.” It cites two studies, one by … Read more
A 2012 study by Cerulli Associates found that 60 percent of investors either did not know how their advisors got paid or thought that the service they offered was free. In fact, there are at least six ways a financial advisor will charge you fees. They are: As a percentage of your account’s value. One … Read more
Thousands of financial advisors market themselves as trained to provide investment advice to seniors, using authoritative-sounding titles like “certified senior advisor” or “certified retirement counselor.” But often these designations are nothing more than what are called “weekend” designations, obtained by attending a hotel seminar, and some don’t even require a high school or college diploma. … Read more
By Money Manager Tom Cock “I know that you believe you understand what you think I said, but I’m not sure you realize that what you heard is not what I meant.” -Robert McCloskey You’ve probably never heard of Robert McCloskey, neither had I. When I first saw this quote, I guessed that the words … Read more
Will your plan for retirement lead to disaster if your health fails? Will you end up forced into institutional care, go broke paying for care, or become a burden on your family?
For millions of Americans, the answer is yes. This video explains why retirement turns into a nightmare for so many people and how completing this course can keep these nightmares from happening to you.
Save $4 when you buy the Master Your Future Bundle. Includes the first edition of the Master Your Future LifePlanning Workbook, which offers step-by-step guidance to create your LifePlan for retirement, and the Master Your Future Program DVD, the groundbreaking public television special that offers a stark lesson in the dismal state of retirement planning in America--and what to do about it.
Create your LifePlan for retirement in a live online classroom setting led by elder law attorney Rajiv Nagaich or another experienced LifePlanner. Includes five two-hour sessions, plus access to AgingOptions Academy, a one-year membership to AgingOptions Portal, a Master Your Future LifePlanning Workbook, a one-on-one session to review your LifePlan Blueprint, and access to exclusive offers on legal documents, facilitated family meetings, and more.
Since the AgingOptions Radio Show first began airing in the Pacific Northwest in 2006, elder law attorney Rajiv Nagaich has been helping people answer some of life’s toughest questions. In this comprehensive anthology, drawn from thousands of hours of AgingOptions Radio Show broadcasts, listen to Rajiv Nagaich answer callers’ questions about retirement planning. His answers are packed with important nuggets of information that will help you create your own LifePlan for retirement. It’s a recording you’ll want to listen to again and again.
Elder law attorney Rajiv Nagaich is known as much for his riveting presentation style as he is for his sage advice. Audiences everywhere love hearing Rajivisms, those bursts of powerful retirement planning wisdom delivered with unexpected wit that often make you laugh out loud. This DVD collection of Rajivisms is loaded with actionable advice you can use right now to make your retirement plan better.
As an elder law attorney, Rajiv Nagaich has spent more than two decades helping older adults and their family caregivers cope with retirement plan failure. Despite doing exactly what their trusted advisors had told them to do—enrolling in Medicare, saving plenty of money, buying long-term care insurance, and creating an estate plan—Rajiv's clients found themselves forced into institutional care, assets lost to unplanned care costs, and a burden to their families. In Your Retirement: Dream or Disaster, you will learn the shocking truth about why this happens—and what you can do to avoid it. This book is a must read if you want to avoid the hidden traps in retirement planning advice that turn life into a living nightmare for 70% of Americans.
What does it take to avoid the nursing home, avoid going broke and avoid burdening your family during your retirement years? That’s the question elder law attorney Rajiv Nagaich answers in Master Your Future, the groundbreaking program that has aired more than 1,500 times on public television stations nationwide. The Master Your Future Program DVD is a great a way to watch (and rewatch) Rajiv’s shocking revelations and piercing insights about the state of retirement planning in America. Drawing on his own family’s experience and that of thousands of clients during his 20+ years as an elder law attorney, Rajiv explains why traditional approaches fall short and shows how this failure results in 70% of American retirees being forced into institutional care. Rajiv then offers a surprisingly simple solution to create the retirement of your dreams.
The Master Your Future LifePlanning Workbook guides you through the process of planning for your later years so you can live out your years with more confidence. Examine your readiness for retirement, get practical solutions to threats and challenges that come with aging, and follow a step-by-step action plan to build a LifePlan Blueprint that will deliver secure, predictable outcomes. The Master Your Future LifePlanning Workbook includes 200 pages of exceptional content, detailed information that helps you weigh your options, decision worksheets to create your personal Blueprint, and guidance for selecting and working with professional advisors.
