Thomas Marshall

HOW MUCH DO YOU REALLY KNOW about retiring, and how hopeful are you about retiring early and retiring well? Thomas Marshall, President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., reveals the strategies and the tactics used by those in the know to accomplish a retirement most will only dream of.

It's a brave new world in financial planning. Many of the old rules simply do not apply anymore, but there are powerful new laws and strategies you can… Show more

HOW MUCH DO YOU REALLY KNOW about retiring, and how hopeful are you about retiring early and retiring well? Thomas Marshall, President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., reveals the strategies and the tactics used by those in the know to accomplish a retirement most will only dream of.

It's a brave new world in financial planning. Many of the old rules simply do not apply anymore, but there are powerful new laws and strategies you can use to affect your dreams—for yourself as well as your heirs and your causes. Find out, all in one place and without getting overwhelmed, about those topics you will need to know about to plan well, to retire well, and to retire early:

Chapter 1 Financial Planning
Chapter 2 Stock Market Myths and Realities
Chapter 3 Income Investing
Chapter 4 Retirement Plans and IRAs
Chapter 5 Taxes
Chapter 6 Estate Planning
Chapter 7 Insurance and Asset Protection
Chapter 8 Long-Term Care
Chapter 9 Your Health and the Economy
Chapter 10 The Tax Cut and Jobs Act of 2017
Chapter 11 The Most Overlooked Tax Deduction in America (Healthcare Savings Accounts)
Chapter 12 The Secure Act of 2019
Bonus Chapter: 8 Most Common Mistakes People Make When Planning For Retirement

As always, remember to consult a qualified financial planner and tax advisor to see how these ideas fit your specific circumstances. And here's to your happy and prosperous retirement! Thomas P. Marshall, MBA, http://myverpa.com Show less

It's a brave new world in financial planning. Old rules of thumb and ideas just won't work. The days of buying and holding investments are dead. You need to rethink your retirement approach. We live in the age of information. In many ways, that's a wonderful thing. You can do your own research on a wide spectrum of investments on the web, just by doing searches on key topics such as annuities, IRAs, stocks, online newsletters, participating in discussion boards, and more. However, it's easy to… Show more

It's a brave new world in financial planning. Old rules of thumb and ideas just won't work. The days of buying and holding investments are dead. You need to rethink your retirement approach. We live in the age of information. In many ways, that's a wonderful thing. You can do your own research on a wide spectrum of investments on the web, just by doing searches on key topics such as annuities, IRAs, stocks, online newsletters, participating in discussion boards, and more. However, it's easy to become overwhelmed with information overload. And when you read conflicting advice, it can get confusing. To complicate matters further, tax laws can change every year. This means the strategies your parents followed probably won't work for you. You need to educate yourself. In this guide, I've distilled much of the financial information that is relevant to people approaching retirement today. As always, remember to consult a qualified financial planner to see how these ideas fit your specific circumstances. Here's to your happy and prosperous retirement! Show less