Table of Contents

Retirement Decision #9: How Should I Manage My Personal Savings?

Chapter 11: The Most Important Investment Decision You'll Make

Retirement Decision #10: How Much Should I Invest in Stocks, Bonds, and Cash?

Chapter 12: Investment Consistency

Retirement Decision #11: How Should I Diversify My Investment Portfolio?

Chapter 13: Know Your Team

Retirement Decision #11 (Continued): How Should I Diversify My Investment Portfolio?

Chapter 14: The Choice

Retirement Decision #11 (Continued): How Should I Diversify My Investment Portfolio?

Chapter 15: Divorce Your Stock

Retirement Decision #12: What Should I Do if the Bulk of My Portfolio Is Invested in One or Two Stocks?

Chapter 16: Ready...Set...Buy

Retirement Decision #13: What Criteria Should I Use to Identify the Best Investments?

Chapter 17: Safer Ways to Own Stocks

Retirement Decision #13 (Continued): What Criteria Should I Use to Identify the Best Investments?

Chapter 18: "No-Load" Means Lower Costs

Retirement Decision #14: Should I Buy Load or No-Load Mutual Funds, Annuities, and Life Insurance?

Chapter 19: A Mission Statement for Your Money

Retirement Decision #15: How Will I Manage My Portfolio on an Ongoing Basis?

Chapter 20: Routine Checkups

Retirement Decision #15 (Continued): How Will I Manage My Portfolio on an Ongoing Basis?

SECTION 4: INSURANCE AND RETIREMENT

Chapter 21: Heart Surgery Isn't Cheap

Retirement Decision #16: How Will I Cover My Medical Expenses During Retirement?

Chapter 22: Toileting and Retirement

Retirement Decision #17: Should I Purchase Long-Term-Care Insurance?

Chapter 23: Please! No More Life Insurance Premiums

Retirement Decision #18: Should I Cancel My Life Insurance Policy Since I No Longer Need the Coverage?

SECTION 5: OTHER RETIREMENT CONSIDERATIONS

Chapter 24: To Pay or Not to Pay

Retirement Decision #19: Should I Pay Off My Mortgage at Retirement?

Chapter 25: You Can't Take It with You

Retirement Decision #20: What Strategies Should I Use to Ensure That My Estate Passes to My Heirs and Not to Uncle Sam?

A Parting Thought

Notes

About the Author

About the Author

Ray E. LeVitre is a Certified Financial Planner who specializes in helping people develop and manage their financial plans at and through retirement. He resides with his family in Midvale, Utah.