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Consumers and Employees

Consumers and Employees
Many retirees want more than financial well-being in retirement. When asked what retirement means to them, Baby Boomers go beyond attention on health and financial security to activities intended to increase their happiness. People often describe their hopes for retirement in terms of money, health and happiness - and well-being is the concept that captures all three.


Retirement readiness, as defined by the International Foundation for Retirement Education (InFRE), consists of the intersection of three ares of preparation that create retirement well-being:
  • geo-financial (geographical and financial readiness)
  • bio medical (biological and medical readiness), and
  • psycho-social (psychological and social readiness).
Before and during retirement you must make many financial and non-financial decisions that will affect your economic and retirement well-being. The resources below are chosen because they are best-in-class education and tools from leading retirement authors and experts to help consumers and employees like you stay a step ahead and understand how to make informed essential retirement decisions.


Courses are designed for do-it-yourself consumers and employees or those who (wisely) seek to better understand how to create a basic financial, retirement, or retirement income plan before working with a retirement advisor.


You may choose the media you like to learn from at the level that's right for you. Courses are available in print, downloadable ebook or PDF, elearning, and MP3 formats.


Check back often, or join our mailing list (see link above in gold menu bar), to learn more about new options for increasing your retirement and income management readiness.
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Annuities for Dummies

Annuities for Dummies

Why look into annuities? If you’re a Baby Boomer with little or no pension and most of your money in low-interest savings accounts, an annuity may be the key to a secure and comfortable retirement.
$21.99
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You'll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$29.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$9.95
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow - Print - Betty Meredith

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow - Print - Betty Meredith

If you're in your early- to mid-career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$12.95
Encore: Finding Work That Matters in the Second Half of Life

Encore: Finding Work That Matters in the Second Half of Life

Describes how baby boomers are viewing retirement age as a means to pursue new and meaningful careers.
$14.95
Finding the Right Financial and Legal Advisors for You - Print - Betty Meredith

Finding the Right Financial and Legal Advisors for You - Print - Betty Meredith

This valuable, 100-page tool provides worksheets and scripts to help you ask the right questions using a step-by-step process for choosing qualified financial and legal advisors with greater confidence, knowledge and peace of mind.
$10.95
Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

Free Demo - Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more!
$0.00
FREE Demo Finding the Right Financial and Legal Advisors for You

FREE Demo Finding the Right Financial and Legal Advisors for You

This valuable, 100-page tool helps you ask the right questions, find the right advisor and reveals a step-by-step program to make your decision-making and selection worry-free.
$0.00
How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor

How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor

What sets this retirement book apart from all the others is its holistic approach to the fears, hopes, and dreams that retirees have about their retirement years.
$16.95
IRAs, 401(K)s & Other Retirement Plans: Taking Your Money Out

IRAs, 401(K)s & Other Retirement Plans: Taking Your Money Out

Take cash out of your retirement plan while avoiding taxes and penalties.
$34.99
Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

Today, what many people fear most is losing their investable assets and having to modify their current lifestyle, replenish retirement savings, or postpone retirement.
$16.95
Maximize Your Medicare (2014 Edition): Understanding Medicare, Protecting Your Health, and Minimizing Costs

Maximize Your Medicare (2014 Edition): Understanding Medicare, Protecting Your Health, and Minimizing Costs

Real information and advice you can USE in plain-spoken English with NEW, UPDATED 2014 Premiums, and cost-sharing details. Important PPACA implications for certain Medicare beneficiaries.
$12.99
Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck - Steve Vernon - Print Book

Money for Life addresses the concerns of a wide range of people who are planning their retirement and hoping to create a retirement income from their retirement savings.
$15.95
Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life - Milesky & Macqueen

Pensionize Your Nest Egg describes how adding the new approach of "product allocation" to the tried-and-true asset allocation approach can help protect you from the risk of outliving your savings, while maximizing your income in retirement.
$26.95
Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America

Prime Time: How Baby Boomers Will Revolutionize Retirement and Transform America

Recounts the history of retirement in the United States and profiles many older adults who are making the most of their lives.
$14.95
Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage

Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage

1.0 hr CFP®, PACE; 1.5 hrs CRC® CE

Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.

$39.00
Risk Less and Prosper: Your Guide to Safer Investing

Risk Less and Prosper: Your Guide to Safer Investing

A practical guide to getting personal investing right.
$27.95
Social Security for Dummies

Social Security for Dummies

The easy way to get a handle on Social Security.
$19.99
Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits

Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits

UPDATED for 2014. This is perhaps the most encompassing, yet easy-to-understand book on the vital and timely topic of Social Security retirement income planning.
$9.99
Social Security Strategies:  How to Optimize Retirement Benefits Print

Social Security Strategies: How to Optimize Retirement Benefits Print

Written primarily for financial professionals, this book will help you construct smart Social Security claiming strategies that enhance lifetime income and minimize the risk of running out of savings in retirement.
$22.50
Stay Rich for Life: Growing & Protecting Your Money in Turbulent Times

Stay Rich for Life: Growing & Protecting Your Money in Turbulent Times

The Stay Rich for Life! Workbook provides all of the tools to start applying Ed Slott’s essential strategies to creating great personal wealth.
$14.00
The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

The AARP Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever.
$14.95
The Big Retirement Risk: Running Out of Money Before You Run Out of Time

The Big Retirement Risk: Running Out of Money Before You Run Out of Time

This is a guidebook packed with the best strategies to manage wealth in retirement, helping readers live the life they have always envisioned - without risk of running out of money.
$21.95
The Big Shift: Navigating the New Stage Beyond Midlife

The Big Shift: Navigating the New Stage Beyond Midlife

“An invaluable and inspiring read” says the Wall Street Journal offering a new perspective to people entering their 50s, 60s, and 70s asking the question: What’s next?
$14.99
The Concept of Retirement Readiness - John Nelson

The Concept of Retirement Readiness - John Nelson

1.5 hrs CRC® CE

With the first Baby Boomers approaching retirement, the Concept of “Retirement Readiness” is on center stage. Does the average worker really know what it takes to be retirement ready?

$39.00
The Joy of Not Working: A Book for the Retired, Unemployed and Overworked

The Joy of Not Working: A Book for the Retired, Unemployed and Overworked

This book is all about learning to live every part of your life-employment, unemployment, retirement, and leisure time alike-to the fullest.
$16.99
The Retirement Savings Time Bomb...And How to Defuse It: A Five-step Action Plan for Protecting Your IRAs, 401(K)s, and Other Retirement Plans from Near Annihilation by the Taxman
$17.00
“What You Need to Know About Managing Your Retirement Income” consumer/employee elearning course

“What You Need to Know About Managing Your Retirement Income” consumer/employee elearning course

“When and how should I take income from my employer-sponsored and IRA retirement savings? When should I take Social Security? How do I protect against outliving my money?”
$29.00
"What You Need to Know About Managing Your Retirement Income" MP3

"What You Need to Know About Managing Your Retirement Income" MP3

“When and how should I take income from my employer-sponsored and IRA retirement savings? When should I take Social Security? How do I protect against outliving my money?”
$9.95
Yes, You Can Still Retire Comfortably!: The Baby-Boom Retirement Crisis and How to Beat It

Yes, You Can Still Retire Comfortably!: The Baby-Boom Retirement Crisis and How to Beat It

Outlines how baby-boomers can plan for retirement, discussing how to invest to get the maximum return from savings and how to use an established nest egg to get the most income.
$14.95
Your Complete Retirement Planning Road Map: The Leave-nothing-to-chance, Worry-free, All-systems-go Guide

Your Complete Retirement Planning Road Map: The Leave-nothing-to-chance, Worry-free, All-systems-go Guide

A comprehensive how-to handbook for readers seeking to guarantee a comfortable retirement.
$15.95
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