Financial Advisers

Charles R. P. Brown III, CMT, CB3 Financial Group, Inc., Lake Geneva, Wisconsin 800-513-1369 (independent Investment Advisory Firm)

Wendi Strom, CFP & Lucila Williams, CFP, LOTUS Financial Partners, Denver, Colorado  (303) 756-2062

Recommended Reading

Altoonian, Linda.  Living Agelessly: Answers to Your Most Common Questions About Aging Gracefully, DiaMedica Publishing, 2009.

Brown, Charles and Dr. David Gursky.  Not Your Father’s Retirement: Preparing for the Rest of Your (Fulfilling) Life, Rock Solid Publishing, 2010.

Buchanan, Missy.  Living With Purpose in a Worn-Out Body: Spiritual Encouragement for Older Adults.  Upper Room Books, 2008.

Carson, Benjamin and Candy Carson.  America the Beautiful: Rediscovering What Made this Nation Great, Zondervan, 2012.

Delamontagne, Robert P. The Retiring Mind:  How to Make the Psychological Transition to Retirement, Synergy Books, Fairview Imprints, LLC, 2010.

Gurian, Michael. The Wonder of Aging: A New Approach to Embracing Life After Fifty, Atria Books, 2016.

Hanson, Scott.  Personal Decision Points:  7 Steps to Your Ideal Retirement Transition, Irish Canon Press, 2016.

Helbig, Thomas F.  The Boomer’s Guide to a Worry-Free Retirement:  Sleep-Well Investment Strategies.  Advantage Media Group, 2012.

Hunt, Mary.  The Smart Woman’s Guide to Planning for Retirement, Revell, a division of Baker Publishing Group, 2013.

Long, R.A.  Unemployment Boot Camp: Tactics for Surviving and Thriving in the 21st Century, iUniverse Inc., 2005.

Pascale, Rob, Louis H. Primavera, Rip Roach.  The Retirement Maze:  What You Should Know Before and After You Retire, Rowman & Littlefield Publishers, Inc, 2012.

TerKeurst, Lysa.  Uninvited: Living Loved When You Feel Less Than, Left Out, and Lonely, Thomas Nelson, 2016.

Thibault, Jane M. and Richard L. Morgan.  Pilgrimage into the Last Third of Life: 7 Gateways to Spiritual Growth, Upper Room Books, 2012.

Van Dyke, Dick.  Keep Moving and Other Tips and Truths About Aging, Weinstein Books, 2015.

Weatherdon, Brian.  A Lifetime of Wealth–And How Not to Lose It, Edit Insight Ltd., 2013.

Zelinski, Ernie J.  The Joy of Not Working: A Book for the Retired, Unemployed, and Overworked, 21st Century Edition, Ten Speed Press, 2003.

Recommended Magazine

Kiplinger’s Personal Finance,

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