Hi, I’m Jeff Rose creator of Retirement by Jeff. You might know me from my main blog, GoodFinancialCents.com or my book Soldier of Finance. If you’re concerned about retiring successfully or improving your retirement, this page is for you! This is the best place to get started on your journey to a better retirement!
How to Use RetirementbyJeff.com
But I didn’t stop there.
Instead of leaving you to determine where you should focus your time and energy, I’ve created four distinct pages – one of which is just for you.
No matter if you’re nearing retirement or are currently in retirement, we’ve collected a number of resources to improve your life.
Take a look at my pages below and read one that’s right for you.
How Far Away Are You From Retirement?
10 Years From Retirement?
Here, you’ll learn if you can afford to retire early. Come on, I know the thought has crossed your mind!
I’ll also show you what you can do with annuities. They’re complicated, but there’s hope. I’ll show you what to do if you need to get out of a bad annuity.
And yes, if you’re about 10 years from retirement, there’s still time to do some last minute – but wise – investing. I’ll show you some of the best short-term investments for your money.
What should you do when you need to combine retirement accounts? I’ll answer that for you, too.
I want to help you create a retirement plan based on your risk tolerance. I’ll show you the best way to do that – and I think you’ll love it.
And for those of you who are thinking it’s too late to get life insurance, think again! There are some great reasons to get life insurance – I’ll explain.
Are you ready to take the plunge and build a better retirement? Read my 10 Years From Retirement page and I’ll give you exactly what you need to get started.
5 Years From Retirement?
Okay, so you’re nearing retirement. Don’t fret, there’s a lot you can do to better your retirement, too.
It’s time to get long-term care insurance. The thing is, many people don’t know how much they need. I’ll help you figure that out.
Some people think that converting their retirement accounts to a Roth IRA is a good idea – but it isn’t always a good idea. I’ll explain.
Now is the time to create a retirement plan checklist. Do you have everything you need on your checklist? I’ll give you some essentials.
You may not have much time left to invest before you retire, but believe me, you still should. In fact, there are some great short-term investments I recommend!
I know what you’re wondering: “Do I have enough money to retire in five years?” I’ll help you answer that question by showing you how to determine your income needs for retirement.
Please don’t panic. I have everything laid out for you nice and tidy. Read my 5 Years From Retirement page and you’ll have everything you need to retire – soon!
If so, read my Retiring Now page.
You’re on the cusp of retirement – maybe you already took the plunge!
If you haven’t retired quite yet, make sure you’ve completed (or are working through) your retirement planning checklist. I’ll show you what this checklist contains.
You’re also going to want to start some estate planning. I have a checklist for that, too.
When you qualify for Medicare, make sure that you know about all the different plans and how to cover yourself – I’ll guide you through the process.
Now is a great time to start maximizing Social Security – yes, there are things you can do to get more money. I’ll show you how.
If you haven’t consolidated your investment accounts yet, let me show you how.
There are also a few more things you should know, and I have it all prepared for you – read my Retiring Now page for more information.
If so, read my In Retirement page.
Many financial advisors talk about what you can do to have a better retirement – before you’re actually retired. I want to take it a step further.
There are several things you can do while you’re in retirement to have a better one, and I’ll show you how.
We’ll do some risk analysis and ensure you have an estate plan. We’ll also make sure you properly handle any annuities you have and review your beneficiaries.
If you’re ready to have a better retirement, read my In Retirement page today.
The Financial Success Blueprint™
For those of you who haven’t retired yet, you might want to take the next step in answering some of your pressing retirement questions.
For example, you might be asking yourself questions like:
- “When do I know that I have enough saved to retire comfortably?”
- “Will my investments stand the test of time and last the rest of my life?”
- “Do I have the right investments to reach my retirement goals like taking vacations and giving to my children and grandchildren?”
These are difficult questions that require in-depth analysis. That’s why I created The Financial Success Blueprint™.
The Financial Success Blueprint™ is designed to review your situation and analyze all your options. It’s a step-by-step process that gives you the confidence you need to retire when you want and how you want.
When you go through the process, you’ll get:
- A specific strategy for retiring when you want and how you want – even if you don’t think it’s possible
- The special technique I use to help clients visualize what their ideal retirement actually looks like
- An easy way to organize all of your investments into a logical framework so you can really see what’s going on
- The 15-minute “Happily Ever After” Test to instantly see when the right time to walk away from your job is
- The three key areas that need to be addressed before you approach retirement planning
- How to be 99% confident that your retirement plan is on track, and when you know it’s the right time to actually retire
- Our top 5 strategies for maximizing your retirement income – to put more money in your pocket when you need it most
- The BEST way that our clients approach retirement, which further solidifies their success
Thanks for getting started with RetirementbyJeff.com, and I look forward to hearing from you!