This ebook breaks down complex topics and vocabulary into easy-to-understand programs and direction.
Can’t find a good source of information? Solve this problem yourself. Educate Yourself on Life’s Big Decisions at your own pace. Here is a book that will provide you with a level of education and a better understanding of options and directions.
Confusion, frustration, and misinformation are the common bonds before I educate them. The environment in which you live does not help. Having all types of mixed messages: from the internet, misleading TV commercials, being bombarded with one-sided promotional mail, and an ever-escalating number of aggressive telemarketers who may not even be experienced or licensed, and finally, thoughtful input from friends and family based on their own experiences and pathway but not yours. For your path will be unique and apply to only your race.
Breaking down the confusion barriers into easy-to-understand pathways. Have confidence in making the right decisions of when, where, and how.
Clarity with the Medicare Program
Educate yourself on how the program works and how to select the Medicare plan best designed for you.
Clarity with the Social Security Program Understanding when to apply to Mazimize your benefits and avoid costly mistakes.
A Comprehensive Retirement Budgeting Guide
Lock in your finances to ensure your investments are set for a long comfortable life.
Estate Planning with Wills & Trusts,
Safeguard yourself with a living health trust and your assets by avoiding probate, reducing taxes and make sure your loved ones are protected.
Strategies for Managing Healthcare Costs,
Get prepared for medical expenses in retirement without stress.
Lifestyle Tips for a Happy, Healthy Retirement,
Make small adjustments to live a fulfilling life post-retirement.
There are So Many Potential Landmines
#1 Medicare
Unscrupulus and or unlicensed Medicare Agents pressuring you into the wrong plan can cost you $1,000s in medical bills with the wrong coverage while potentially not having your doctors in the network. In 2023 there were over 11,000 Medicare complaints.
#2 Social Security
Selecting the wrong time to enroll in Social Security leaves money you deserve on the table which can amount to tens of thousands of dollars of lost income depending on your situation
#3 Running out of Money
So called financial experts eating away at your investments with high commissions or
in risky investments, draining your savings. It's too late to recover from a financial mistep.
#4A Living Trust
Not planning for the worst... being sick and
not able to make your own health decisions
should you be unable. The #1 worst fear of seniors besides running out of money.
#4B Living Trust
Avoiding probate thereby effeciently and without cost and delay (up to 18 mos) moving assets to your heirs
Along with the ebook, you’ll also receive these FREE worksheets to guide you:
Social Security Worksheet
Medicare Worksheet
Financial Planning Worksheet
Wills & Trusts Worksheet
Willy is a person just like you and me that has delayed making the major decisions we all need to make regarding our future. Either by procrastination, lack of educational resources, or overburdened by too much techinical jargon or misleading information he still needs to make these decisions. I use him in the book from time to time to highlight the complexities of an individual's unique path and how it is resolved by a better understanding.
I wrote this book to Help!! Plain and simple. To get the topics out into the spotlight where the education begins. Early in my career, I could only help one person at a time and when I added to my team, we were still limited to those we could help. But with the flood of people desperately needing the knowledge to make these major decisions at this time in one's life, I thought it was an injustice so I wrote this book to educate as many as possilbe. I have no vested interest in any positions with any of these major topics, just sharing the info from all angles so you can make an educated decision.
Remember, you have the power!!
You make the decisions!!
To begin the process of thinking, yes, you can.
Yes, you can make these major decisions with the power of education
Yes you can feel confident and calm knowing you have a good grasp of the subject matter
Decisions can be made from strength and you can tackle these major tasks without worrry.
I was completely overwhelmed by all the decisions I had to make turning 65, but this guide simplified everything. From Medicare to budgeting, every topic is explained so clearly. I feel confident and prepared now!
– Sarah L., Retiree
This guide covers everything—Social Security, Medicare, estate planning, and even lifestyle tips! I love the worksheets; they made it easy to map out my budget and healthcare costs. Thank you for making retirement planning stress-free!
– James K., 65 and Thriving
I didn’t expect much for $4.99, but this ebook is packed with valuable advice. The worksheets alone are worth the price. I’ve already avoided some costly mistakes with my Medicare enrollment thanks to this guide!
– Robert J., Newly Retired
Don't let confusion or misinformation get in the way of your best years.
Money Back Guarantee
If you’re not 100% satisfied, we’ll refund your purchase, no questions asked. Don’t wait—take action now and secure your retirement future with “Look Who’s Turning 65”!
Download Look Who’s Turning 65 - Understanding the Big 4 Major Decisions
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