The Complete Cardinal Guide to Planning for and Living in Retirement Workbook

Navigating Social Security, Medicare and Supplemental Insurance, Long-Term Care, IRA, Life Insurance, Post-Retirement Investment and Income Taxes

Business & Finance, Industries & Professions, Insurance, Personal Finance, Retirement Planning, Finance & Investing, Finance
Cover of the book The Complete Cardinal Guide to Planning for and Living in Retirement Workbook by Hans Scheil, Douglas Amis, Leapfolio
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Author: Hans Scheil, Douglas Amis ISBN: 9781946507037
Publisher: Leapfolio Publication: October 27, 2017
Imprint: Leapfolio Language: English
Author: Hans Scheil, Douglas Amis
ISBN: 9781946507037
Publisher: Leapfolio
Publication: October 27, 2017
Imprint: Leapfolio
Language: English

In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. Hans Scheil, Doug Amis, and their colleagues at Cardinal have been in the retirement planning business for more than 40 years. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal's expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the first 18 months after publication. But they also learned that the Guide isn't quite sufficient by itself. So they've created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Hans "John" Scheil is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®) with 41 years of experience.

Douglas "Buddy" Amis is a Certified Financial Planner™ (CFP®), has Certification for Long-Term Care (CLTC®), and is a recipient of the 30 Under 30 award from The National Underwriter.

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In 2016, Leapfolio published the Complete Cardinal Guide to Planning for and Living in Retirement. Hans Scheil, Doug Amis, and their colleagues at Cardinal have been in the retirement planning business for more than 40 years. The Guide provides an overview of the major problems that retirees face and the simple strategies they can implement to make their retirement financially successful. The Guide fulfilled Cardinal's expectations and proved to be a success, as they sold or distributed more than 6,000 copies in the first 18 months after publication. But they also learned that the Guide isn't quite sufficient by itself. So they've created this Workbook to offer additional examples of real-life situations, products, and strategies, and guidance to help people prepare to discuss retirement planning with a professional advisor.

Hans "John" Scheil is a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Advisor for Senior Living (CASL®) with 41 years of experience.

Douglas "Buddy" Amis is a Certified Financial Planner™ (CFP®), has Certification for Long-Term Care (CLTC®), and is a recipient of the 30 Under 30 award from The National Underwriter.

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