Retire in A Weekend Author Bill Losey Provides Free Retirement Planning Workbook

SARATOGA SPRINGS, N.Y. - Oct. 10, 2013 - PRLog -- Author Bill Losey, Retirement Intelligence publisherand Retirement Advisor, has developed a 27-page retirement workbook to help retirees and those who are nearing retirement find out where they stand in their retirement saving plans. The workbook titled, “12 Key Questions Every Retiree Must Answer” is a crucial first step in developing a viable retirement income plan.

Some of the questions posed in this workbook include:

·      How long will your money last if you stop working today?

·      How bit a nest egg do you need?

·      What is the appropriate spending rate from a nest egg?

·      How does the rising cost of health care affect your retirement income planning?

·      How big is your retirement shortfall?

·      What is your pension annuity worth?

·      Will you outlive your money or will your money outlive you?

With each question, Bill addresses the challenges surrounding it and provide a solution to it.

Learn more about this free workbook by viewing a short informative video at http://www.billloseyseminar.com/

Bill Losey is a nationally known and respected retirement advisor, specializing in 401k rollover advice, self-directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies.  Bill’s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to couples as well as divorced and widowed women nationwide (age 55+) who demand objective financial and retirement advice; customized, fee-only investment management; attention to detail; and impeccable service.

Each issue of Bill Losey’s award-winning free weekly email newsletter, Retirement Intelligence®, reveals how-to-articles, secrets, investment ideas, a "Joke Of The Week", fitness and diet tips, and promotes upcoming seminar dates to keep subscribers “in-the-know.”  Bill and his staff seek to provide informative and entertaining information readers can use to simply and confidently enhance their health, wealth and happiness.

Bill is also a contributing author for MarketWatch Retirement (http://www.marketwatch.com/retirement/mentors/stories?aut...) – a section of MarketWatch.com launched by The Wall Street Journal Digital Network in November of 2012. Featuring news, advice and analysis targeted towards people saving for retirement, those who should be, and those already retired, this section brings together the expertise of MarketWatch’s retirement reporters and columnists.

To learn more about Bill Losey Retirement Solutions, please visit http://www.BillLosey.com and http://www.MyRetirementSuccess.com.

AboutBill Losey, CFP®, CSA
America’s Retirement Strategist®

Bill Losey, CFP®, caters to women and couples (age 50-80) who seek to reduce post-retirement risk and generate a predictable, sustainable, increasing stream of retirement income they won’t outlive.  As a qualified professional in the areas of retirement strategies, personal finance and investment management, Bill has been seen and heard on hundreds of TV and radio stations such as FOX News, NPR, CBS News, CNBC, Business Week, TIME, AARP, U.S. News & World Report, and Oprah & Friends.

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner and Certified Retirement Coach.  He is the owner of Bill Losey Retirement Solutions, LLC, a fee-based registered investment advisory firm serving a small nationwide clientele.  Bill is the author of Retire in a Weekend! The Baby Boomer’s Guide to Making Work Optional (http://www.retireinaweekend.com/) and he publishes Retirement Intelligence® (http://www.myretirementsuccess.com/), a free, weekly, award-winning newsletter that reaches over 5,000 subscribers worldwide.  Formerly, Bill was the “resident retirement expert” on CNBC’s “On the Money” television program.

In his leisure time, Billy, as his friends call him, loves to sing.  He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena, and other sporting venues.  Currently Bill is the lead singer of a vocal duo called The New York Lounge Lizards (http://www.billlosey.com/music). He has been married for nearly 25 years to his wife Tori.  Together they have three sons, two dogs, and one fish.

Learn more at www.BillLosey.com or by calling 518-581-1666.