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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717
Working With Clients Remotely

Retirement

What is Your Ideal Retirement Location?

I'm always on the lookout for resources that help me advise my clients, or that clients can use to help themselves. I recently came across this interesting search tool from MarketWatch that helps you figure out the best place to retire, based on your priorities.

"The 5 Years Before You Retire" by Emily Guy Birken

For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.

Its worksheets take you step-by-step through such topics as budgeting now and how much money you'll need in retirement. It also does a great job of explaining the incredibly complex issues of Social Security, Medicare, and the Affordable Care Act.

"How to Make Your Money Last: The Indispensable Retirement Guide" by Jane Bryant Quinn

I love this book! I think that everyone who's close to retirement, or in retirement, will benefit from reading this book. You can read it all the way through, or just go to the specific areas you have questions about at the moment. Ms. Quinn's years of researching personal finance are summarized in this book, which boils complex issues down to what you need to know.

"‚ÄčLiving on Investment Income in Retirement, Part IV: Creating a Smart Withdrawal Plan" by Eleanor Blayney

Living on Investment Income in Retirement, Part IV: Creating a Smart Withdrawal Plan

I think this article, written by Eleanor Blayney, CFP®, clearly explains why choosing the right account from which to withdraw during retirement is so important. >> Read The Article

Planning for Long Term Care

"The 5 Years Before You Retire" by Emily Guy Birken

I recently finished the book "The 5 Years Before You Retire" by Emily Guy Birken. For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.

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