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The Complete Cardinal Guide to Planning For and Living in Retirement: Navigating Social Security, Medicare and Supplemental Insurance, Long-Term Care, ... Post-Retirement Investment and Income Taxes

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The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you.The purpose of this The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you.The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Hans "John" Scheil is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®), and Chartered Advisor for Senior Living (CASL®) with 40 years of experience. He started Cardinal Retirement Planning in 2013 as an independent financial planning firm to offer comprehensive services to people approaching and in retirement.


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The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you.The purpose of this The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you.The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Hans "John" Scheil is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®), and Chartered Advisor for Senior Living (CASL®) with 40 years of experience. He started Cardinal Retirement Planning in 2013 as an independent financial planning firm to offer comprehensive services to people approaching and in retirement.

30 review for The Complete Cardinal Guide to Planning For and Living in Retirement: Navigating Social Security, Medicare and Supplemental Insurance, Long-Term Care, ... Post-Retirement Investment and Income Taxes

  1. 5 out of 5

    Daniel G

    A Big Brochure For Selling Annuities and Insurance While there is certainly a lot of sound advice, the author is a very big proponent of all kinds of annuities and other types of insurance products. These are expensive and not necessary if you do a little homework and own your future.

  2. 5 out of 5

    John Dragseth

    Superficial This is a pretty thin book that floats over the real investing issues, and repeatedly reminds you to hire the author's investing company. It might or might not be worth a dollar. Superficial This is a pretty thin book that floats over the real investing issues, and repeatedly reminds you to hire the author's investing company. It might or might not be worth a dollar.

  3. 4 out of 5

    Rf Ross

    Helpful and hopeful. It's nice to be able to find help formulating a plan for caring and graceful aging without financial ruin or familial burden. This is an illuminating and general guide for those that are unsure of options, or have no idea where to turn when faced with planning care for a loved one. It provided a calmness and sense of purpose, as well as a blue print for success, in an otherwise overwhelming time of upheaval and total confusion. Helpful and hopeful. It's nice to be able to find help formulating a plan for caring and graceful aging without financial ruin or familial burden. This is an illuminating and general guide for those that are unsure of options, or have no idea where to turn when faced with planning care for a loved one. It provided a calmness and sense of purpose, as well as a blue print for success, in an otherwise overwhelming time of upheaval and total confusion.

  4. 5 out of 5

    Mary

    I saw this book in my library's new non-fiction books. It is pretty basic although it does talk about using annuities and life insurance policies for retirement planning. The advice that is repeated over and over is get professional help to plan your retirement. Everybody has a different scenario and only true professionals can help you. Basically this book is an advertisement for Cardinal - which to be fair is right there in the title. I saw this book in my library's new non-fiction books. It is pretty basic although it does talk about using annuities and life insurance policies for retirement planning. The advice that is repeated over and over is get professional help to plan your retirement. Everybody has a different scenario and only true professionals can help you. Basically this book is an advertisement for Cardinal - which to be fair is right there in the title.

  5. 4 out of 5

    Dianne

    Eh, Just an ok book, good info on Medicare supplement plans, basic info, save your money, you can get all this info on Google

  6. 4 out of 5

    Michael

    Very disappointed in this book. The book reads like a product brochure for the author's investment business. I get the feeling the author assumes the reader is clueless on retirement planning and you need to pay someone for every single financial decision you make. I have read a lot of books on this subject and this one is the worst. Very disappointed in this book. The book reads like a product brochure for the author's investment business. I get the feeling the author assumes the reader is clueless on retirement planning and you need to pay someone for every single financial decision you make. I have read a lot of books on this subject and this one is the worst.

  7. 4 out of 5

    thomas b cahill

  8. 4 out of 5

    Kimshermancagmail.com

  9. 4 out of 5

    Patrick Ragan

  10. 5 out of 5

    Brian

  11. 4 out of 5

    x

  12. 4 out of 5

    Anthony D. Tortorice

  13. 5 out of 5

    suzanne

  14. 5 out of 5

    Diane McIntee

  15. 4 out of 5

    Lisa Burks

  16. 5 out of 5

    hfcphsmfe

  17. 5 out of 5

    Debbie Blair

  18. 4 out of 5

    Gregory W. Bantrup

  19. 5 out of 5

    starlene

  20. 5 out of 5

    Craig Mccracken

  21. 5 out of 5

    Michael W. Guthrie

  22. 4 out of 5

    yàmay wong

  23. 4 out of 5

    Linda Morgan

  24. 4 out of 5

    Robert Weinhofer

  25. 4 out of 5

    bsteve2004

  26. 5 out of 5

    Doug Funk

  27. 4 out of 5

    noemi olaivar

  28. 4 out of 5

    Michael Singer

  29. 5 out of 5

    Sheri Freeland

  30. 4 out of 5

    Penny

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