The Complete Cardinal Guide to Planning for and Living in Retirement

by Hans Scheil

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.

Genres: Finance, Nonfiction

112 pages, Paperback

Published April 1, 2016

About the author

Hans E. Scheil, CFP®, is the president of North Carolina-based Cardinal Retirement Planning, Inc., and the author of “The Complete Cardinal Guide to Planning for and Living in Retirement.” Throughout his 40 years in the financial services industry, Scheil has worked with clients age 65+ to help provide them with the financial solutions they need to live a long and successful retirement. In his book, “The Complete Cardinal Guide to Planning for and Living in Retirement,” Scheil addresses the major problems retirees can face and provides simple strategies that can be put in place with the help of a qualified professional. Scheil is a Certified Financial Planner™ professional (CFP®) as well as a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®). He also holds life and health insurance licenses in 49 states and the District of Columbia and is an investment advisor representative. For more information on Scheil, please call (919) 535-8261 or visit www.PlanWithCardinal.com.

Reviews

[Daniel G · Rating 2 out of 5]

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.

[John Dragseth · Rating 2 out of 5]

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.

[Mary · Rating 2 out of 5]

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.

[Rf Ross · Rating 4 out of 5]

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.

[Dianne · Rating 2 out of 5]

Eh,

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

[Michael · Rating 1 out of 5]

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.