Overview

Christine Ibbotson has been providing financial advice for decades. She's fully aware of the reality: In today's busy life, most people are worried about their jobs, their kids, and what to make for dinner. Planning for the future is usually last on the list. Most believe it is too difficult to understand all the ins and outs of the financial markets, how to save and plan for the future, and how to pay off their mortgage. They would rather leave it up to someone else to make the decisions on their retirement portfolios. As Ibbotson suggests, most people simply wait too long to plan--and then panic. In How to Retire Debt-Free and Wealthy, Licensed Financial Advisor Christine Ibbotson offers accessible and realistic guidelines in a series of achievable steps, from debt elimination to wealth management, teaching readers how to create their own customizable financial plans. Illustrated with stories of real clients who have achieved their retirement dreams, Ibbotson's book is sure to leave readers with all the tools and techniques to save and eliminate debt.

Full Product Details

9781771088022

Table of Contents

Reviews

Author Information

Lessons From Your Finance Coach Getting Started Core Then Explore Establishing Your Core Five Steps to Establishing your CORE PLAN -Step 1: Debt Elimination -Step 2: Mortgage Amortization Should Match the Years Left to Your Retirement. -Step 3: Use a Daily Cash Journal and Finance Tracker -Step 4: Determine your TDS Ratio -Graham and Valerie -Guy and Yvonne -Step 5: Explore Ways to Increase Your Wealth CASH TRACKER FINANCE TRACKER Client Stories: How to Eliminate Debt Before Retirement Leverage Lending to Pay off a Mortgage: Laurie & Patrick. Waiting for the Inheritance that Never Came: Lisa & Jack Relying on Home Equity to Fund Retirement: Tracie & Kyle How Can We Save for Retirement When We Don't Earn Enough: Mandy & Joe Sandwich Generation: Jennifer & Dave We Can Never Save Enough: Wendy and Raymond The Kids Deserve it All: Anne & Robert Self-Employed Professionals with High Lifestyles: Dr. Brown & Karen Brown Affluent Clients are Not Afraid of Debt, but They Should Be: Caroline Using Rental Properties to Increase Wealth: Cheryl & James Three Key Components to Purchasing Rental Properties What the Bank Looks For When Lending Ways to Save Everyday Investing 101 - The Basics Retirement Dreaming - Debt Free with a Comfortable Retirement Future The Bucket Approach to Retirement Savings Let's Talk About RSPs Protection of Lifestyle Client Stories: Divorced, Separated and Starting Over Stay-at-Home Mom Starting Over: Charmaine Only One has the Money and the Other has the Income: Helen & Martin Why Can't I Get a Better Mortgage Rate: Julie Cleaned Out the Second Time Around: Candice Starting Over Check List Client Stories: All Ready Retired or Only Five Years to Go We're Not Ready: Rose & Peter The Pitfalls of Planning Too Late: Grace & Arthur Considering a Second Career in Retirement: Derrick & Mary-Anne Forget the Plan - We Can Make it on Our Own: Debbie & Greg Final Message from Your Coach Thank You About the Author

Tab Content 6

Customer Reviews

Recent Reviews

Countries Available