Jul
20
2011
Retirement Investments
Retirement Investments – Essential Points by Square One Financial Planning
Any type of investment could be classed a a Retirement Investment but if there was ever a time for an investment to be made wisely, then this is it. There are the usual routes that are open to anyone who is planning a retirement investment such as a Pension Plan for example, but many other types of investment could fall under this umbrella.
So what are some essential things you should know about retirement investments?
1. One thing to point out is that if an investment opportunity looks too good to be true, then it most likely is. There are many not so reputable organisations who are well aware of the massive market for retirement investments and to say you should be wary in your investigations is something of an understatement. Without wanting to sound like an alarmist, it really is important that any advice regarding retirement investments is from a trusted professional.
2. The most popular and well known type of retirement investment is obviously the pension. It used to be the case that a final salary pension would be a benefit of a great many occupations but that sadly is no longer the case and the amount of companies that offer this valuable benefit are few and far between.
3. The personal pension is now one of the most popular retirement investments and as already mentioned, there are so many different types on the market that it really is important that you take first class advice before you make your final decision.
4. Another type of pension that is becoming increasing popular is the self invested personal pension or the SIPP as it is more commonly known. A SIPP is basically a vehicle in which you choose your own investments for your personal pension. This is usually in the form of shares but they can also be used to purchase commercial property and other slightly more unusual forms of pension investments.
5. Some people may choose to make their own investments and savings throughout their life to provide for a Retirement Income. With the buy to let trend over the past few years, it has often been the case that individuals have relied on buy to let property for their nest egg but unfortunately, many people have had their fingers burnt and are now wondering what they will do to provide for themselves in their later years.
6. It was the opinion of many unqualified ‘experts’ that houses would continue to rise in price indefinitely and investors just could not go wrong. But just as we said at the beginning of this article, if something sounds too good to be true, it usually is! It is far more advisable to base a retirement investment decision on cold hard facts and stack the odds in your favour so that your investment is based on solid foundations rather that some kind of get rich quick scheme. The returns may not make front page news but they will be something that you can at least base your plans around.
About the Author
Looking for an independent financial advisor? Square One Financial offers a wide range of financial services, including Retirement Planning, inheritance tax planning and pension planning.
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A Good Financial Advisor Will Tell You…: Everything You Need to Know about Retirement, Generating Lifetime Income, and Planning Your Legacy $13.55 Used – - Have you ever wondered why investments always seem to go down after you buy them? – Are you overwhelmed by the number and complexity of investment choices? – Do you have a plan to create lifetime income from your investments, while preserving your principal? – Are you unsure how to find a good financial advisor and what to expect from one? In A Good Financial Advisor Will Tell You, authors Jeremy Kisner, CFP and Robert Luna, CIMA answer these common concerns and reveal what people real |
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A Guide to Elder Planning: Looking for Loopholes $0.5 Let’s face it… in today’s world, senior citizens and their families face more complicated financial, legal and personal planning decisions than ever before–and making the wrong decisions can be catastrophic. In this book, Steven J.J. Weisman, renowned estate planning attorney and host of the nationally syndicated radio show “A Touch of Grey,” offers you practical, simple guidance on every one of these issues. Written with simplicity and humor, Elder Planning uncovers strategies and loopholes for retirement, health care, long-term care, asset protection, investments, taxes, social security, housing, Medicare/Medicaid, estate planning, substitute decision, and more. This book is easy to read and easy to use, making it the indispensable resource for anyone needing to protect themselves, their parents and their heirs. |
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A Million Is Not Enough: How to Retire with the Money You’ll Need $0.99 Will you have over $1 million ready for your retirement? If the answer is no, and this figure sounds totally out of reach, think again. A million dollars isn’t what it used to be. The truth is that Baby Boomers, who have enjoyed more abundance and pleasures than any previous generation, need more than a million dollars for a comfortable retirement. And you can achieve this-even if you don’t already have a net worth close to a million dollars-by starting now. In A MILLION IS NOT ENOUGH, Michael Farr, one of America’s leading financial strategists, shows you that this goal can absolutely be accomplished-no matter what your income bracket. Farr has decades of experience as an investment strategist advising thousands of clients. With this inside information he provides a step-by-step program that includes: STEP 1: Save it…the 25 simple things you can do today to save an extra $300-$500 a month STEP 2: Invest it…the techniques all of us can use to demystify investing STEP 3: Personalize it…investment strategies for readers in their thirties, forties, and fifties STEP 4: Manage and protect it…how to keep investments safe in volatile markets STEP 5: Pass it on…creating a legacy for the future This strategy is ambitious, but Michael Farr shows you how painless it can be. Whether you’re thirty-five, forty-five, or fifty-five; getting a head start, starting on time, or playing catch-up, A MILLION IS NOT ENOUGH can help you establish the financial security you really need for your retirement years. |
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A Million Is Not Enough: How to Retire with the Money You’ll Need $9.99 Will you have over $1 million ready for your retirement? If the answer is no, and this figure sounds totally out of reach, think again. A million dollars isn’t what it used to be. The truth is that Baby Boomers, who have enjoyed more abundance and pleasures than any previous generation, need more than a million dollars for a comfortable retirement. And you can achieve this-even if you don’t already have a net worth close to a million dollars-by starting now. In A MILLION IS NOT ENOUGH, Michael Farr, one of America’s leading financial strategists, shows you that this goal can absolutely be accomplished-no matter what your income bracket. Farr has decades of experience as an investment strategist advising thousands of clients. With this inside information he provides a step-by-step program that includes: STEP 1: Save it…the 25 simple things you can do today to save an extra $300-$500 a month STEP 2: Invest it…the techniques all of us can use to demystify investing STEP 3: Personalize it…investment strategies for readers in their thirties, forties, and fifties STEP 4: Manage and protect it…how to keep investments safe in volatile markets STEP 5: Pass it on…creating a legacy for the future This strategy is ambitious, but Michael Farr shows you how painless it can be. Whether you’re thirty-five, forty-five, or fifty-five; getting a head start, starting on time, or playing catch-up, A MILLION IS NOT ENOUGH can help you establish the financial security you really need for your retirement years. |
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Accredited Investor $46.63 New – Please note that the content of this book primarily consists of articles available from Wikipedia or other free sources online. Accredited investor is a term defined by various securities laws that delineates investors permitted to invest in certain types of higher risk investments including seed money, limited partnerships, hedge funds, and angel investor networks. The term generally includes wealthy individuals and organizations such as a corporation, endowment, or retirement plans. In t |
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Accredited Investor $46.63 Used – Please note that the content of this book primarily consists of articles available from Wikipedia or other free sources online. Accredited investor is a term defined by various securities laws that delineates investors permitted to invest in certain types of higher risk investments including seed money, limited partnerships, hedge funds, and angel investor networks. The term generally includes wealthy individuals and organizations such as a corporation, endowment, or retirement plans. In |
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Active Alpha: A Portfolio Approach to Selecting and Managing Alternative Investments $17.99 Praise for Active Alpha”Active alpha is the quest for every sophisticated investor. This book covers all of the key alpha sources currently mined by active managers, reduces the complexity of the subject, and helps the investor get started in the right direction.”Mark Anson, Chief Executive Officer, Hermes Pensions Management Ltd.”Long-held traditional methods for investing large portfolios are giving way to new processes that are designed to improve productivity and diversification. These changes find their locus in the sometimes overly mysterious world of absolute return strategies. In this book, Alan Dorsey demystifies that new world and provides a guiding pathway into the future of professional portfolio management. This is an important read for any investor who plans to succeed going forward.”Britt Harris, Chief Investment Officer, Teacher Retirement System of Texas”With great lucidity, Alan Dorsey’s book, Active Alpha, fills an important void by identifying the relevant institutional features of this complex subject and by providing a unifying analytic framework for understanding and constructing portfolios of alternative assets. For anyone investing in the alternative class, from the new student to the experienced practitioner, Active Alpha is a necessary read. I am recommending it to everyone I know with such an interest, and it is destined to become a much thumbed reference on my shelf.”Steve Ross, Franco Modigliani Professor of Financial Economics, Sloan School, MIT |
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Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families $34.95 If you intend on becoming a financial advisor to today’s affluent families—especially those within the baby boomer generation—you need to provide them with guidance so thorough, insightful, and valuable that it will allow you to stand out from the rest of the financial professionals in this field.Advisor for Life can help you do this and much more. Going far beyond everyday investment issues—such as setting a client’s investment goals, selecting complementary investments, and monitoring portfolio balance—this practical guide will help you truly understand your clients’ needs and develop a personalized plan that will allow them to live financially secure and fulfilling lives.Industry visionary Steve Gresham has extensive experience in the world of wealth management, and with Advisor for Life, he wants to share those experiences with you. Within these pages, Gresham not only shows you what it takes to run a financial advisory practice geared towards affluent families, but he also reveals how an “advisor for life” should properly protect, motivate, and educate clients over the course of the relationship.Divided into four comprehensive sections, Advisor for Life opens with a detailed discussion of the opportunities available within the industry, and then moves on to outline the essential elements of wealth management. Topics covered include:Developing a compelling investment philosophy and establishing an effective process that will guide the investment decisions you make for your clientsManaging a client’s fears and dreams when dealing with new wealth, retirement expectations, and the impact of taxationHelping affluent families pass wealth on to their heirs by sorting through the emotions that often entangle spouses, adult children, and aging parentsConveying your expertise, experience, and value proposition to existing clients, affluent prospects, and critical referral sourcesCreating a |
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After Taxes: Managing Personal Wealth 8th Edition $11.74 Maximizing one’s savings is the surest way to guarantee that there is life after taxes. The truly successful investor begins with careful tax planning, which must never be a last-minute scramble in the dreadful month of March or worse still, April!We all know that few of us actually plan well ahead, as we ought to, to protect ourselves and our hard-earned money. This book may well be the answer. Based on The Gasletter Collection, the author’s successful primer on sheltering your income, After Taxes is designed to help the working individual put in place a long-term strategy. An easy-to-understand handbook, it helps the reader wrestle with the implications of retirement funds, savings, off-shore shelters, investments, mutual funds, real estate, buyouts, separation allowances, and golden (or not-so-golden) handshakes. A must for those who wish to make informed financial decisions and better choices to guarantee a secure future. |
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Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown $27.95 From the authors who accurately predicted the domino fall of the conjoined real estate, stock, and private debt bubbles that led to the financial crisis of 2008 and 2009, now comes the definitive look at what is still ahead in 2012 and beyond—and what investors can do right now to protect themselves.Based on the authors’ unmatched track record of precise predictions in the two landmark books America’s Bubble Economy and Aftershock, this Second Edition of Aftershock updates the original book by more than 35 percent with fresh analysis of the latest economic developments, plus offers new in-depth advice for how readers can prepare now for protection and profits in the next global money meltdown.The second edition of Aftershock shows readers:Why the latest actions by the U.S. Federal Reserve will eventually damage the dollar and hurt investors worldwideHow future rising inflation and interest rates will harm your specific investments, and what to do about itThe future fall of China’s bubble economy, as well as current and future problems with European debtDetailed investment advice about real estate, retirement, annuities, life insurance, and much moreWhat’s next for stocks, bonds, currencies, commodities, and other assetsHow to buy and own gold and silver before, during, and after the coming Aftershock |
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Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown $27.95 From the authors who accurately predicted the domino fall of the conjoined real estate, stock, and private debt bubbles that led to the financial crisis of 2008 and 2009, now comes the definitive look at what is still ahead in 2012 and beyond—and what investors can do right now to protect themselves.Based on the authors’ unmatched track record of precise predictions in the two landmark books America’s Bubble Economy and Aftershock, this Second Edition of Aftershock updates the original book by more than 35 percent with fresh analysis of the latest economic developments, plus offers new in-depth advice for how readers can prepare now for protection and profits in the next global money meltdown.The second edition of Aftershock shows readers:Why the latest actions by the U.S. Federal Reserve will eventually damage the dollar and hurt investors worldwideHow future rising inflation and interest rates will harm your specific investments, and what to do about itThe future fall of China’s bubble economy, as well as current and future problems with European debtDetailed investment advice about real estate, retirement, annuities, life insurance, and much moreWhat’s next for stocks, bonds, currencies, commodities, and other assetsHow to buy and own gold and silver before, during, and after the coming Aftershock |
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Aganomics $19.95 So what is AGANOMICS? Well, aside from a self serving play on my last name and obvious attempt to use a familiar term associated with our 40th president to catch your eye, it is “the” answer for people who know they need to prepare for retirement but dread all of the work involved. Simply stated, AGANOMICS is a shortcut.Why write it?70 million potential readers need this book! This is the number of baby boomers that will be retiring over the next 20 year who have virtually no clue how to successfully make the transition from working to retirement. Unfortunately, today, the vast majority of financial advisors and firms are not very well versed in this area. They attempt to position themselves as “the people” who will help clients transition into retirement, but the simple fact is that they are generally only prepared to talk about investments. However, for most in retirement how well they live has little to do with how their investments perform. Why… because this is NOT where the money comes from: Social Security – 39%Continued employment – 26%Pensions – 19%Personal savings – 13%Other – 3% Source: Social Security administrationSo we have a problem…the entire industry is chasing the wrong numbers (the 13%). However, this also presents an opportunity. Aganomics is different because it looks at all sources of income and allows virtually anyone to put together a plan that works. How? Simple, it tells them what they need to know and more importantly what they need to do! In addition to examining what really matters AGANOMICS gives readers an easy to follow process that shows them, step by step, how to build a plan that they understand and can easily implement on their own… in 90 minutes! This is crucial because the reason why the majority of people do not plan is because they do not want to take the time. AGANOMICS just asks for 90 minutes…Why it will sellOvercoming the apathy and natural |
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Aging Gracefully: Ideas to Improve Retirement Security in America $6.92 Aging Gracefully gathers a collection of essays that highlight policy ideas for promoting greater retirement savings among Americans. The essays were written as part of the Retirement Security Project, which is dedicated to promoting common sense solutions to improve the retirement income prospects of millions of American workers. The project is supported by The Pew Charitable Trusts, in partnership with Georgetown Universitys Public Policy Institute and the Brookings Institution. The essays included in this volume address issues such as: How an automatic 401(k) would encourage greater savings. How better structured 401(k) investments can reduce risks and increase growth. What impact the preferential tax treatment given IRAs and 401(k) plans has on low-income families. How IRA-contribution matching by employers can encourage low- and middle-income families to save more. |
