BART SMITH OFFICIAL WEBSITE • AUTHOR • YOUTUBER • COOKIE BAKER • COOKBOOK CHEF • FUTURES TRADER

RECOMMENDED

Retirement Planning, Future Legacy & Asset Protection

LINKS & RESOURCES

You can make more money when you sell what you know, teach and train others, or learn new skills to which you can then share what you learned with others either in course form, consulting, freelance, coaching or direct sales (online/offline). So, here are a number of resources that can help you build online courses, take courses to learn more, and sell what you know via webinars. 


Retiring & Retirement Planning

Retirement planning is critical for your future and quality of life. It helps make sure you have enough money in your later years, whether you want a traditional retirement or a flexible lifestyle. Below, you’ll find a number of resources that relate to retirement and retiring.

RETIREMENT PLANNING & MANAGEMENT

This is Charles Schwab Retirement Planning’s retirement planning resources for stages of nearing retirement, starting and enjoying retirement. Tools to help evaluate your retirement plan and the Plan Health Dashboard to dive even deeper.

COMPARE HEALTH CARE PLANS

Compare plans and understand their costs by providing average cash prices for medical procedures. The calculator includes over 70 services, such as annual physical exams, colonoscopies, and ACL knee surgery. You can use the Sidecar healthcare Calculator™ to inform your choices and take control of your costs.

CALCULATE RETIREMENT COSTS

They have an inflation (and other) calculators, which can be helpful to plan for retirement or look at long-term investments. These tools make it easier to understand the real purchasing power of a given currency based on past inflation rates.

SOCIAL INSECURITY WEBSITE

Create your Social Security Administration account and apply for your monthly retirement benefit between ages 62 and 70. SSA calculates your payment by looking at how much you've earned throughout life. The amount will be higher the longer you wait to apply up until age 70.

RETIREMENT PLANNING

The Retirement Planner can help put you on the right track toward retirement by letting you: run different scenarios, anticipate big expenses, create a spending plan, add income events, simulate a recession.

PENSION MANAGEMENT

Offers resources to understand your pension benefits. Helped individuals receive and retain the retirement benefits they have earned, educated them about their rights, and worked to improve the nation’s retirement programs.

LEGAL ASSISTANCE 

The offer legal assistance to break through the legalese with their extensive library of free articles. Side step lawyers with do-it-yourself books, documents and software. Search for and connect with attorneys in your area for consultations and 1-on-1 legal help.

GOOGLE SEARCH RESULTS

Check out these Google search results for the term or phrase "retirement planning." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on your retirement sooner than later.

GOOGLE SEARCH RESULTS

Check out these Google search results for the term or phrase "retirement planning checklist." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on your own personal retirement checklist sooner than later.


Future Legacy & Asset Protection

Planning for the future is essential to ensure that your hard-earned assets are protected and distributed according to your wishes. By utilizing tools like wills, trusts, and other important documents, you can provide financial security for your loved ones and ensure your legacy lives on as you intend. Below, you’ll find a number of resources that relate to protecting your assets and future legacy.

TRUSTS & WILLS

They have a variety of resources on trusts, including information about trust funds, trust companies, and different types of trusts. Their guided online platform makes creating or updating your Will or Trust a breeze. Need expert input? Our attorneys are ready to offer one-on-one support. Trust me, this is a great website!

ASSET PROTECTION SERVICES

Protect your assets with confidence! They say they are the nation’s largest asset protection firm. Asset protection involves employing a series of strategies aimed at safeguarding one’s assets from potential lawsuits and creditor claims. Their attorneys and consultants specialize in implementing protective measures to help ensure your wealth remains secure.

LEGAL ASSISTANCE

The American Academy of Estate Planning Attorneys is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services.

LEGAL TEMPLATES & ASSISTANCE

Offers free Power of Attorney and Healthcare Directive Form templates. Also, most state government websites offer free power of attorney forms. Legal Templates also offers a trial subscription that gives users full access to their legal forms. This subscription renews automatically unless canceled within the specified time frame.

GOOGLE SEARCH RESULTS

Check out these Google search results for the term or phrase "asset protection." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on protecting your assets sooner than later.

GOOGLE SEARCH RESULTS

Check out these Google search results for the term or phrase "trust and wills." Comb through the first few pages and see if anything pops out to you in regards to trusts and wills. Take action on what you find that you like.

Website Design by Bart Smith

© Bart Smith | All Rights Reserved