Add These to Your Fall Reading List if You’re Dreaming of Retirement

Investments, taxes, Social Security & Medicare, estate planning, and insurance are just some areas where savers hope to enjoy a comfortable retirement from.

So, beyond a few good biographies and fiction titles you find for your fall reading list, here are seven recommended reads to help you learn how to make smarter financial choices when preparing for your life in retirement.

“Bogleheads” are investors who adhere to the simple yet profound wisdom of John C. Bogle, founder of Vanguard Group.

The Bogleheads’ Guide to Retirement Planning (Larimore)

Some of their key tenets of retirement planning are to keep investment costs low, simplify your finances, know which account types to maximize first, and insure against the inevitable setbacks along your journey.

John C. Bogle wrote several editions of this classic before his passing in 2019. Dubbed an “investing Bible” by some, Jack’s words offer everyday folks the keys to getting the most out of investment dollars.

The Little Book of Common Sense Investing (Bogle)

The New Retirement Savings Time Bomb (Slott)

Understanding the tax code can be a tricky proposition. It seems lawmakers are constantly changing things around. Slott is regarded as among the most knowledgeable financial professionals on the topic of IRAs.

Pfau’s insights into complex areas such as annuities, investments, and insurance are sought by even the savviest financial advisors. In this book, Pfau explains in plain English how people can understand their personalized retirement income style.

Retirement Planning Guidebook (Pfau)

Happy Money: The New Science of Smarter Spending (Dunn)

It’s sad when someone saves and saves throughout their working life but never figures out how to use their nest egg to bring joy. After all, retirement is “funded contentment,” according to Brian Portnoy, author of The Geometry of Wealth.

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