Welcome to The Retirement University
Here, we understand the complexities of the retirement process. To help you navigate retiring from a career and to ensure a stable future afterward, we have created the following comprehensive courses that will help you make informed retirement decisions.
We are your #1 resource for all things retirement. As you study our concise, informative course materials, you will educate yourself to make important decisions that will affect the rest of your life after retirement. We’re excited to help you make informed decisions as you start this process.
Social Security
- How to qualify for benefits
- How benefits are calculated
- How to maximize your benefits
Medicare
- What is Medicare
- Who is eligible
- What does each part cover
- Why Medicare
Retirement Accounts
- What retirement account options are available
- How to avoid penalties
Comprehensive Planning
- The importance of comprehensive planning
- How to avoid gaps in your plan
- Why your CPA financial advisor and attorney need to be on the same team
Tax Strategies
- The difference between a tax preparer vs a tax planner
- How to maximize retirement income
- How to minimize tax exposure
Estate Planning
- The difference between a trust and a will
- How to protect yourself and your family
- How to avoid probate
S.M.A.R.T. Investing
- How to reduce the chance of running out of money in retirement
- How the sequence of returns can affect your overall investments
- How to properly diversify your portfolio.
Life Insurance
- Multiple types of life insurance
- How much life insurance is necessary
- How to incorporate coverage into retirement
Social Security Optimization Guide
Booklet Summary
This guide has been designed to give answers to all of the difficult questions surrounding Social Security. This will help you understand how and when to file for your benefits. It will help you understand how your benefits are getting taxed and some potential solutions to help reduce, or in some cases eliminate, the Social Security tax.
Understanding Long-Term Care
Booklet Summary
Long-Term Care is a complex and complicated subject. What is Medicare? What is Medicaid? What is Custodial Care? Understanding the lay of the land, if you’re a candidate for care and what your risk exposure is is critical to avoiding major mistakes that could cost you your very home. This guidebook will provide you with invaluable information to help you assess your risk exposure, your potential costs, and help you decide if it’s easier to assume the risk or transfer it utilizing insurance vehicles. It also objectively reviews various insurance options. It’s a must-read.
5 Critical Questions
Booklet Summary
Working with the right advisor can make or break your retirement plan. Learn how you can eliminate 99% of financial professionals during an interview with 5 simple questions. Your wealth is the essence to your quality of life and you need to ensure you're acting on competent information from a credible source.
When You Lose A Loved One
Booklet Summary
When you lose a loved one you experience profound loss and grief. These emotions are weighty enough but can be compounded by the need to address essential logistics and administrative tasks.
For some, their grief is all-encompassing, and these activities feel overwhelming and impossible. While others become consumed by these activities and sacrifice family time, proper grief and healing. This book is a step-by-step guide detailing what to do and when it needs to be done.