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Alfano R: Reverse Mortgages

Reverse Mortgages

Using Your Home Equity to Create a Better Retirement

Saving for retirement is like climbing a mountain. It takes a long time and one wrong move can be disastrous. But building a nest egg and getting to the top of the mountain is only half the battle. The journey back down the mountain is even more dangerous-and it's where most losses occur. In this book, Joe F. Schmitz Jr. shares a simple way to protect what you've worked so hard to create and to ensure your money makes it through the treacherous terrain called retirement. After reading this book, you'll appreciate and understand:¿How Tax Planning strategies can ensure you do not overpay in taxes
Where Investment Planning can help you take less risk in retirement
When Income Planning with a distribution plan can lead to success
Why Healthcare Planning is nearly inevitable to plan for
What Estate Planning documents and strategies must be in place


Saving for retirement is one thing. Enjoying retirement and making your money last is quite another. By following this proven process you'll be fully equipped to enjoy your trek down the mountain of retirement and will have taken every precaution to ensure a safe arrival. You deserve to enjoy your retirement without worrying about risks, dangers, or loss. Read this book to learn how to protect your savings-and your family-using the 5 Pillars of a Peak Retirement plan.

The 5 Pillars to Protect Your Wealth and Live the Retirement You Deserve

Peak Retirement

The most expensive estate mistakes are made by people who already have a will.

A 401(k) that still names a first spouse. A living trust that was drafted, paid for, and never funded. A deed retitled with the wrong three words. Your will overrides none of these - and nobody finds out until the probate clock is running and the lawyer's meter is on.

Trust, Taxes, and Wills is built on one idea: an estate plan is not a document - it's four systems that have to agree with each other. Your will. Your trust. Your incapacity paperwork. Your beneficiary designations and titling. Most families don't lose money to the IRS. They lose it to paperwork that contradicts itself.

Inside you'll find:Wills clause by clause - plus a signing checklist built to survive a challenge
When a living trust earns its price, and the funding steps without which it's an expensive folder
Powers of attorney, healthcare directives, and HIPAA forms that banks and hospitals will actually accept
The 2026 federal exemption and portability - and the state estate and inheritance taxes that catch far more families
SECURE Act rules for inherited IRAs, the 10-year drawdown, and Roth conversions in your low-bracket years
Blended families, minor children, a child with special needs, a family business, out-of-state property
Honest guidance on where DIY is fine - and where it will cost your heirs more than an attorney ever would
A 90-day build calendar, a document location letter, and a script for the conversation with your adult children



This is for you if you're 50 or older with a home, retirement accounts, and people you'd rather not leave a mess to.

It isn't for you if you want theory. Every chapter ends with something to do.

Retirement & Estate Planning Book

Trust, Taxes, and Wills Bundle

Started saving late? Here's the honest, step-by-step plan to catch up and build real retirement wealth in your 40s, 50s, and beyond.

If you're in your forties, fifties, or beyond and feel like you're behind on retirement, you're not alone - and you're not out of options. The Late Starter's Wealth Plan is a direct, no-nonsense guide built specifically for career-changers, midlife savers, and anyone who didn't start investing early but is ready to take it seriously now.

Instead of one generic plan, this book gives you three distinct, time-boxed catch-up strategies - a 5-year sprint, a 10-year rebuild, and a 15-year foundation plan - so you can follow the one that actually matches how much time you have left before retirement. Every chapter is built around a simple idea: the right moves depend on your real timeline, not a one-size-fits-all formula.

What's inside:

- An honest, step-by-step framework for assessing where you actually stand today
- How catch-up contribution rules for 401(k)s, IRAs, and HSAs work for savers 50 and older
- Three complete time-horizon plans: 5-year sprint, 10-year rebuild, and 15-year foundation
- How to optimize your 401(k): employer match, fees, and fund selection
- Traditional vs. Roth IRA strategy, spousal IRAs, and backdoor Roth conversions explained clearly
- How to build a diversified portfolio suited to a compressed timeline
- Managing risk as retirement approaches, including sequence-of-returns risk and glide paths
- Non-portfolio levers that matter just as much: debt, housing, healthcare, and Social Security timing
- A complete Catch-Up Plan Checklist, annual review worksheet, FAQ, and red-flags-to-watch-for appendix to keep you on track for years to come

The Late Starter's Wealth Plan

Werte-Intelligenz

Genug von leerem Geschwafel über Werte? Eine dreibändige Buchreihe zur Werte-Intelligenz bringt Geistesklarheit mit Herzenswärme, wenn es um 'Das gute Leben' geht. Der dritte Band untersucht, was uns als Menschen wertvoll macht, sowohl individuell als auch kollektiv. Ausgangspunkt ist die Unterscheidung zwischen dem an keinerlei Bedingungen geknüpften Wert jedes Menschenkindes, seiner "Würde", und unserer bedingten Wertigkeit je nach Lebenskontext. In diesem Buch werden die Lebenskontexte Arbeit und Beruf, die eigene Wertentwicklung in allen Lebensphasen, wertschöpfendes Unternehmertum sowie wertschöpfende Führung durch professionelles "Leadership by Appreciation" diskutiert. Ein Leitmotiv, das sich durch alle diese Kontexte zieht, ist unser individuelles "berufliches Naturell", das uns als Kompass für ein wertvolles und erfüllendes Leben dient. Sichtbar gemacht wird es durch ein ausführlich vorgestelltes, eigens dafür entwickeltes "Selbst-Erkundungs-Instrument" (SEI) namens "vocat-o-graph", ergänzt durch einen "vital-o-graph", der die Gewichtungen ganz verschiedener Lebensziele und den aktuellen Grad ihrer Erfüllung aufzeigt. In 6 Kapiteln kommt die gesellschaftliche, in ihrer Tiefe spirituelle Wertschöpfung unseres Tuns und Wirkens in der Welt ans Licht. Ein wirkmächtiger Faktor zahlreicher Tätigkeiten ist die Ausübung von Macht. Wie dies allen zum Segen statt zum Fluch gereichen kann, ist Gegenstand des 7. Kapitels. Herausgearbeitet werden dabei zwei wichtige Unterscheidungen: das Macht-Motiv und die Macht-Position, bei letzterer die Unterscheidung zwischen Positionsmacht und Ermächtigungsmacht, durch die Machtpositionen erst geschaffen werden und Personen in Machtpositionen gelangen. Ausgelotet werden kaum bekannte geistesgeschichtliche und sprachliche Zusammenhänge, die unser aktuelles Verständnis von Macht erweitern und vertiefen. Dies führt zum letzten und längsten Kapitel dieses Buches, dem Finale der gesamten Trilogie zur Werte-Intelligenz. Es geht darin um den Wert einer ganzen Gesellschaft, eines ganzen Landes. Der Fokus liegt dabei nicht auf der Wirtschaft oder der Politik, sondern auf der Kultur. Thema wird dabei die Gesundheit oder Krankheit dessen, was im Buch "Kollektiv-Psyche" genannt wird, und wie kulturelle Wertschöpfung in kollektiv-psychischer Gesundheitsförderung bestehen kann, mit positiven Folgen für Politik und Wirtschaft. Das Buch kulminiert im Begriff "Friedenstüchtigkeit", der Quintessenz des Abschlusskapitels. Zahlreiche, auch farbige Visualisierungen machen zentrale Inhalte des Buches anschaulich und einprägsam.

So machen wir das Beste aus uns allen

Wie bist Du wertvoll?

When you die or become incapacitated, your family won't be locked out of your stuff in some dramatic movie way. They'll be locked out in the most ordinary way possible: they won't know your passwords, won't be able to unlock your phone, and won't know which of your three banks holds the most money.This happens constantly. Wills cover the house and the car. Almost nobody's will covers the seventeen accounts you log into every week.Who Gets Your Passwords? is a plain-language guide to digital estate planning for two readers: people who want their digital life accessible to the people they love, and adult children trying to help an aging parent get organized before crisis hits.This is not about technology for its own sake. It's about what happens to your email, photos, social media, online banking, and the dozens of accounts you've accumulated over twenty years when you're no longer managing them. Some can be planned simply. Some are more complicated than they should be. This book tells you which is which, without legal jargon and without pretending one app solves everything.You'll learn what actually happens to your accounts when you die or become incapacitated, how to build a digital account inventory without a spreadsheet degree, how to manage passwords so the right person can get in when you can't, how to protect your photos from disappearing, what social media platforms actually do when someone dies, how to keep financial accounts accessible without giving away more access than you intend, how to talk to your family about all this, and how to put it into one simple package they can find when they need it most.Each chapter includes real situations from real families and ends with specific things you can do that week. Not someday. That week.You don't need to be tech-savvy. You need to be willing to spend a few afternoons getting your digital house in order, the same way you might already have a will or emergency contacts. This book treats your digital life with that same seriousness, because for most families today, it deserves it.Written by Paul Wilczynski, creator of TheSeniorTechie newsletter.

TheSeniorTechie Guide to Digital Estate Planning

Who Gets Your Passwords?

Contrarian Retirement Guide

What if the greatest risk in retirement isn't running out of money-but running out of healthy years before you truly live?
Most retirement books focus on one question:
"Will I have enough?"
Contrarian Retirement asks the more important question:
"Enough for what?"
You can build an impressive portfolio, follow every traditional retirement rule, and still arrive completely unprepared for the life waiting on the other side of work.
Because money can fund a retirement-but it cannot design one.
Retirement Is Not the Finish Line
In Contrarian Retirement, Ryan Scott challenges the conventional belief that retirement is a finish line reached after decades of sacrifice.
Instead, he offers a practical framework for creating a meaningful second half built around:Experiences
Relationships
Health
Purpose
Freedom
Identity
Community
Time


This isn't another book about protecting every dollar until the day you die.
It's about using your resources intentionally while you are still healthy enough to enjoy them.
Inside, You'll Discover How to:Stop postponing your best years for an uncertain "someday"
Turn savings into permission, experiences, and lasting memories
Prepare emotionally and socially for life after work
Strengthen the relationships retirement will expose
Rehearse your future before making irreversible decisions
Protect your healthspan-not merely your lifespan
Build purpose without creating another exhausting career
Design a retirement flexible enough to change as your life changes


Through 22 concise chapters, 10 dimensions of retirement readiness, and practical life experiments, Ryan shows you how to build ordinary days worth living-not merely a portfolio worth preserving.
What Makes This Book Different?
Traditional retirement planning treats wealth as the final score.
Contrarian Retirement treats wealth as a tool.
This is not a technical investment manual. It is life advice-not individualized financial advice-for people who may be financially prepared but still need to answer the biggest question:
What exactly am I retiring toward?
You don't need to escape your life before retirement.
You need to design a life you won't want to escape from afterward.
LIVE RICH. DON'T DIE RICH.

Live Rich Don't Die Rich

Contrarian Retirement How to Design a Life You Do Not Need to Escape From Live Rich Don't Die Rich

If you own appreciated company stock inside a 401(k), one overlooked tax rule could make a dramatic difference in what you keep. The NUA Advantage answers a question many employees never realize they should ask: should you roll that stock into an IRA, or move it in a way that may let part of the gain be taxed at lower long-term capital gains rates instead of ordinary income rates? This book is for workers, retirees, and planners who want to avoid an expensive default decision.
Inside, you'll learn how net unrealized appreciation really works in plain English: what counts as company stock, which life events open the door to the strategy, and why the timing of a lump-sum distribution matters so much. You'll also discover how to compare NUA against a standard IRA rollover, how cost basis drives the outcome, and why a strategy that can save tens of thousands in taxes can also backfire if handled carelessly or applied in the wrong situation.
What makes this book different is its practical, reader-friendly approach. Instead of burying you in jargon, it walks you through relatable examples, real-world case studies, and clear decision frameworks you can actually use. The result is a smart, accessible guide to making a high-stakes tax choice with more confidence and less guesswork.

Using Net Unrealized Appreciation to Pay Lower Taxes on Your 401(k) Company Stock

The NUA Advantage

Tired of watching your money slip away to Uncle Sam? Everyone despises taxes for a reason: they drain your income and limit your financial freedom. Discover the solution in I Hate Taxes and keep more cash in your pocket. You should pay your fair share in taxes-but not a penny more. It's time to end excessive tax payments and say hello to financial freedom. Within this book, you'll learn:Proven tax-saving strategies that put money back in your hands.
How to legally navigate the tax code to your advantage.
The tax-planning secrets financial planners won't share.
The power of paying your fair share while maximizing your savings.
How to make your life savings work for you, not the government. 


This book empowers you to take control and save thousands of dollars over your lifetime. End Uncle Sam's grip on your wallet, and welcome in a brighter future. The power to keep your money is in your hands-are you ready to make it happen?

Lower Your Taxes, Own Your Retirement

I Hate Taxes

Decoding the Hidden Architecture of Target-Date Funds

The Retirement Black Box

Stop Wondering What Comes Next and Begin Creating a Life that Feels Meaningful

The Messy Middle of Retirement

Building retirement plans so solid even Klingons want in.Retirement isn't the end of your mission-it's the beginning of your greatest adventure.You've spent decades navigating the grind. Now it's time to chart a new course, one filled with purpose, play, and paychecks that never quit.In Retirement: Beyond the Final Frontier, best-selling author and nationally recognized retirement strategist Kelly Shaw teams up with financial powerhouse JaLynn Manser to deliver a powerful, easy-to-understand roadmap to lasting income, maximum freedom, and a whole lot more fun in retirement.You'll discover:The real secret to lifetime income (without gambling your future on the stock market)
Why traditional advice like "draw 4%" is basically space junk
How to create Playchecks and Paychecks for Life
The "Retirement Launch Protocol"-a step-by-step game plan to start living boldly now


Whether you're nearing retirement or already there, this book will equip you with the tools, mindset, and mission control needed to retire boldly, live richly, and leave a legacy.So suit up, Captain. The next phase of your journey begins now.

Beyond the Final Frontier

Retirement

Can you truly retire with confidence? Discover a simpler path to a secure and fulfilling future! 
"Retire Simply: Secure Your Future with Less Complexity" unveils the secrets to a peaceful and fulfilling retirement by demystifying the art of retirement planning. This guide takes you through each essential step, from setting realistic goals to reducing financial stress and maximizing income. Discover how to streamline your finances with a minimalist approach, simplify your investment portfolio, and appreciate the powerful compounding of wealth over time. Learn smart saving strategies tailored for everyone and navigate the intricacies of Social Security and Medicare with ease. You'll also gain insights into reducing debt, securing affordable healthcare, and exploring alternative income streams. Understand the importance of legal essentials and the role of technology in enhancing your retirement life. Whether it's building a supportive community or finding purpose beyond work, "Retire Simply" equips you with the tools to adapt to life's changes gracefully. Don't wait. Begin your journey to a simpler, more secure retirement today!

Secure Your Future with Less Complexity

Retire Simply

Reverse Mortgages

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