The Bogleheads' Guide to Retirement Planning

The Bogleheads' Guide to Retirement Planning

Author: Taylor Larimore

Publisher: John Wiley & Sons

ISBN: 9780470919019

Category: Business & Economics

Page: 400

View: 812

The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. Explains the different types of savings accounts and retirement plans Offers insights on managing and funding your retirement accounts Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.

The Bogleheads' Guide to Investing

The Bogleheads' Guide to Investing

Author: Taylor Larimore

Publisher: John Wiley & Sons

ISBN: 9781118921289

Category: Business & Economics

Page: 336

View: 837

The irreverent guide to investing, Boglehead style The Boglehead's Guide to Investing is a DIY handbook that espouses the sage investment wisdom of John C. Bogle. This witty and wonderful book offers contrarian advice that provides the first step on the road to investment success, illustrating how relying on typical "common sense" promoted by Wall Street is destined to leave you poorer. This updated edition includes new information on backdoor Roth IRAs and ETFs as mainstream buy and hold investments, estate taxes and gifting, plus changes to the laws regarding Traditional and Roth IRAs, and 401k and 403b retirement plans. With warnings and principles both precisely accurate and grandly counterintuitive, the Boglehead authors show how beating the market is a zero-sum game. Investing can be simple, but it's certainly not simplistic. Over the course of twenty years, the followers of John C. Bogle have evolved from a loose association of investors to a major force with the largest and most active non-commercial financial forum on the Internet. The Boglehead's Guide to Investing brings that communication to you with comprehensive guidance to the investment prowess on display at Bogleheads.org. You'll learn how to craft your own investment strategy using the Bogle-proven methods that have worked for thousands of investors, and how to: Choose a sound financial lifestyle and diversify your portfolio Start early, invest regularly, and know what you're buying Preserve your buying power, keeping costs and taxes low Throw out the "good" advice promoted by Wall Street that leads to investment failure Financial markets are essentially closed systems in which one's gain garners another's loss. Investors looking for a roadmap to successfully navigating these choppy waters long-term will find expert guidance, sound advice, and a little irreverent humor in The Boglehead's Guide to Investing.

The Bogleheads' Guide to the Three-Fund Portfolio

The Bogleheads' Guide to the Three-Fund Portfolio

Author: Taylor Larimore

Publisher: John Wiley & Sons

ISBN: 9781119487333

Category: Business & Economics

Page: 112

View: 986

Twenty benefits from the three-fund total market index portfolio. The Bogleheads’ Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both professional and amateur investors. If you are a new investor, or an experienced investor who wants to simplify and improve your portfolio, The Bogleheads’ Guide to The Three-Fund Portfolio is a short, easy-to-read guide to show you how.

The Power of Passive Investing

The Power of Passive Investing

Author: Richard A. Ferri

Publisher: John Wiley & Sons

ISBN: 9780470937129

Category: Business & Economics

Page: 288

View: 642

A practical guide to passive investing Time and again, individual investors discover, all too late, that actively picking stocks is a loser's game. The alternative lies with index funds. This passive form of investing allows you to participate in the markets relatively cheaply while prospering all the more because the money saved on investment expenses stays in your pocket. In his latest book, investment expert Richard Ferri shows you how easy and accessible index investing is. Along the way, he highlights how successful you can be by using this passive approach to allocate funds to stocks, bonds, and other prudent asset classes. Addresses the advantages of index funds over portfolios that are actively managed Offers insights on index-based funds that provide exposure to designated broad markets and don't make bets on individual securities Ferri is also author of the Wiley title: The ETF Book and co-author of The Bogleheads' Guide to Retirement Planning If you're looking for a productive investment approach that won't take all of your time to implement, then The Power of Passive Investing is the book you need to read.

The Bogleheads' Guide to the Three-Fund Portfolio

The Bogleheads' Guide to the Three-Fund Portfolio

Author: Taylor Larimore

Publisher: John Wiley & Sons

ISBN: 9781119487371

Category: Business & Economics

Page: 112

View: 703

Twenty benefits from the three-fund total market index portfolio. The Bogleheads’ Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both professional and amateur investors. If you are a new investor, or an experienced investor who wants to simplify and improve your portfolio, The Bogleheads’ Guide to The Three-Fund Portfolio is a short, easy-to-read guide to show you how.

The Investor's Manifesto

The Investor's Manifesto

Author: William J. Bernstein

Publisher: John Wiley & Sons

ISBN: 9781118073766

Category: Business & Economics

Page: 224

View: 982

A timeless approach to investing wisely over an investment lifetime With the current market maelstrom as a background, this timely guide describes just how to plan a lifetime of investing, in good times and bad, discussing stocks and bonds as well as the relationship between risk and return. Filled with in-depth insights and practical advice, The Investor's Manifesto will help you understand the nuts and bolts of executing a lifetime investment plan, including: how to survive dealing with the investment industry, the practical meaning of market efficiency, how much to save, how to maintain discipline in the face of panics and manias, and what vehicles to use to achieve financial security and freedom. Written by bestselling author William J. Bernstein, well known for his insights on how individual investors can manage their personal wealth and retirement funds wisely Examines how the financial landscape has radically altered in the past two years, and what investors should do about it Contains practical insights that the everyday investor can understand Focuses on the concept of Pascal's Wager-identifying and avoiding worst-case scenarios, and planning investment decisions on that basis With The Investor's Manifesto as your guide, you'll quickly discover the timeless investment approaches that can put you in a better position to prosper over time.

Your Complete Guide to a Successful and Secure Retirement

Your Complete Guide to a Successful and Secure Retirement

Author: Larry E. Swedroe

Publisher: Harriman House Limited

ISBN: 9780857198389

Category: Business & Economics

Page: 239

View: 276

Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.

The Retirement Challenge

The Retirement Challenge

Author: Frank Armstrong III

Publisher: FT Press

ISBN: 0137005032

Category: Business & Economics

Page: 288

View: 780

“Imagine that you board an airliner and are told that you will be piloting the plane. Such is the plight of tens of millions of Americans, on whom have been foisted a jumble of 401(k), 403(b), and 457 defined contribution plans, and are as well qualified to manage their retirement portfolios as they are to pilot a jet from Los Angeles to Boston. Since things aren’t changing any time soon, you may very well need flying lessons, and pronto. Frank Armstrong’s The Retirement Challenge: Will You Sink or Swim? is just the ground school you need.” —William Bernstein, author of A Splendid Exchange: How Trade Shaped the World and The Four Pillars of Investing: Lessons for Building a Winning Portfolio “Armstrong and Doss have written a simple and understandable guide through the maze that is our financial world. If your goal is to outperform the vast majority of investors on the road to retirement, The Retirement Challenge: Will You Sink or Swim? paves the way.” —TAYLOR LARIMORE, coauthor of The Bogleheads’ Guide to Investing “This is a great handbook for those planning for retirement. Armstrong and Doss not only tell you the right way to build a plan, they also show you how to avoid purchasing products from the wolves of Wall Street that lead investors to be sheared like sheep.” —LARRY SWEDROE, author of The Only Guide to Alternative Investments You’ll Ever Needand Wise Investing Made Simple “In today’s investment markets, this is an invaluable book. If you care about the quality of the rest of your life, you owe it to yourself and your family to read The Retirement Challenge: Will You Sink or Swim?” —HAROLD EVENSKY, CFP®, AIF®, President, Evensky & Katz In 48 quick, practical lessons, Armstrong shows how to assess what you have and what you’ll need to build a simple, reliable retirement plan. Better yet, the book’s easy online calculators do all the math for you. Investing for retirement has never been so sensible and simple! Includes free access to comprehensive Web-based tools and resources at www.Sink-Swim.com: More than 75 easy-to-use online calculators and budget spreadsheets to help you get on track and stay on track Sample asset allocation plans you can adjust for any stage of your career and any portfolio Up-to-the-minute updates on pension law, regulation, enforcement, and estate planning Free Sink or Swim Newsletter, and much more

The John C. Bogle Reader

The John C. Bogle Reader

Author: John C. Bogle

Publisher: John Wiley & Sons

ISBN: 9781118414378

Category: Business & Economics

Page: 1248

View: 824

John Bogle's most influential investment books, available together for the first time John C. Bogle, the founder of Vanguard, a trillion-dollar investment management company, is one of the most respected authors in the financial world. Now, for the first time, The John C. Bogle Reader brings together three of his bestselling books in one definitive collection. Don't Count on It presents Bogle's unique insights into the world of mutual fund investing and the mutual fund industry Common Sense on Mutual Funds addresses how the mutual fund industry has changed over the past twenty years, and how best to arrange and manage funds in today's world The Little Book of Common Sense Investing recommends a simple, time-tested investment strategy sure to deliver the greatest return to the greatest number of investors Essential reading for investors everywhere, The John C. Bogle Reader brings together the life-changing works of mutual fund pioneer John Bogle in one comprehensive anthology.

Work Optional

Work Optional

Author: Tanja Hester

Publisher: Hachette UK

ISBN: 9780316450874

Category: Business & Economics

Page: 288

View: 206

A practical action guide for financial independence and early retirement from the popular Our Next Life blogger. In today's work culture, we're expected to hustle around the clock. But what if you could escape the traditional path and get on one that doesn't require working full-time until age 65? What if you could wake up every day without an alarm clock and do the things you love most? Tanja Hester and her husband Mark left their crazed careerist lifestyle to live their dream life in Lake Tahoe, retiring early from high-stress careers. Now Tanja will help you map out a customized plan for freedom and make it easy to succeed, whether you're good at math and budgeting -- or not! Work Optional is more than just a financial plan: it's a plan for your whole life -- designed by you, not by an employer or clients. Tanja walks you through envisioning your dream life, accounting for variables such as health care and children, protecting yourself from recessions and future unknowns, and achieving a purpose-filled early retirement, semi-retirement, or career intermission with completely doable, non-penny-pinching steps. You can live a happier, more meaningful life, free from the daily grind. Regardless of where you are in your career, Work Optionalwill get you there.

How to Think About Money

How to Think About Money

Author: Jonathan Clements

Publisher: Harriman House Limited

ISBN: 9780857196972

Category: Business & Economics

Page: 200

View: 188

NEW INTERNATIONAL EDITION A cult smash in the US, How to Think About Money is the ultimate smart thinking book for those who want a more prosperous and less stressful financial life. There are those who think the goal of investing is to beat the market and amass as much wealth as possible, that street smarts and hard work ensure investment success, and that the road to happiness is paved with more of everything. And then there are those who get it. Want a richer, calmer financial life? Jonathan Clements, longtime personal finance columnist for the Wall Street Journal, is here to help. His goal: to provide readers with a coherent way to think about their finances, so they worry less about money, make smarter financial choices and squeeze more happiness out of the cash they have. How to Think About Money is built around five key ideas: - Money can buy happiness, but we need to spend with great care. - Most of us will enjoy an extraordinarily long life - and that has profound financial implications. - We are hardwired for financial failure, so sensible money management takes great mental strength. - We need to bring order to our financial life - by focusing on our paycheque, or lack thereof. - If we want to add to our wealth, we should strive to minimise the subtractions. With rave reviews from readers (including over 75 five-star ratings), praise from some of the greatest investors of all time ("Easy to understand, essential to follow." - Jack Bogle), this is the ultimate smart thinking book for everyone interested in making their money work for them rather than the other way around.

The Man in the Arena

The Man in the Arena

Author: Knut A. Rostad

Publisher: John Wiley & Sons

ISBN: 9781118650738

Category: Business & Economics

Page: 448

View: 177

The importance of the life's work of mutual fund pioneer and investing legend John C. Bogle The Man in the Arena offers the essence of John C. Bogle's thinking and the meaning of his life's work, which transformed individual investing to benefit tens of millions of investors. Through Bogle's own words—as well as the voices of others whose hearts and minds he touched—the book touches on topics he cares about most deeply: Vanguard, indexing, corporate governance, and a fiduciary society. From Vanguard shareholders to true giants in finance, one cannot read their words without being struck by their sheer intensity. Bogle's parade of admirers is passionate. It is led by, arguably, the two most acclaimed leaders of our day—in the world of investing and the public life of the world—Warren Buffett and President Bill Clinton. The book is a first take at putting Bogle's life work into a broader context. It includes some of Bogle's classic essays and leads to an agenda of reform Bogle feels is essential to preserve our democratic republic. It features insight on the man from such commentators as Arthur Levitt, Burton Malkiel, Paul Volcker, and many more. Features wisdom and commentary on the career and life of legendary investor John C. Bogle Presents a summary of Bogle's prominent and successful career, as well as his investing strategies Includes commentary from a Who's Who of top investors