Welcome to the Winthrop Partners Flipbook Library! 

Retirement Planning Made Easy: Financial Concepts To Build Your Future
Practical tips on building a secure future, saving money for retirement, and spending your golden years in comfort.

Learn the 6 Steps to Money Management Excellence and how you can utilize them to reach your retirement goals.

Step #1 – Manage cash flow and improve your financial position
Step #2 – Diversify your investment portfolio and grow your money safely over time
Step #3 – Stay informed about tax law changes and learn effective tax reduction strategies
Step #4 – Draw down your savings efficiently during retirement
Step #5 – Protect yourself from unpredictable events through insurance
Step #6 – Plan for heirs’ financial future with wills and trusts

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Maximizing Your Retirement Income: Strategies for Success
In this book, we help answer your biggest questions and concerns about retirement income planning.

We address things like:

• How to identify your retirement goals
• How much will your retirement cost?
• Key factors affecting your retirement income
• Tax implications of retirement income
• Managing risk in retirement
• Estate planning considerations

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Annuities: Three Strikes, You’re Out!
An honest assessment of annuities from a fee-only fiduciary financial advisor. 

You’ve probably heard a lot about annuities. But much of what you’ve heard is from people who benefit considerably from you buying one. It’s time for an impartial analysis of annuities. In this book, we’ll explain:

• The differences between fixed annuities, variable annuities, indexed annuities, immediate annuities, and deferred annuities.
• The scouting report on annuities. What are their strengths and weaknesses? 
• Annuities’ high fees, hidden costs, and conflicts of interests.
• Pitfalls with annuity contacts, transparency, and flexibility.
• Historical performance vs. other types of investments.
• Better alternatives to annuities.

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