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Personal Finance After 50 For Dummies
Eric Tyson (Author), Robert C. Carlson (Author)
9781394350483, Wiley
Paperback / softback, published 23 October 2025
400 pages
23.4 x 18.8 x 3 cm, 0.544 kg
Move confidently into your retirement planning years with financial advice from a bestselling personal finance advisor Retirement is lasting longer than it ever has. And a little bit of careful planning can ensure that you spend your retirement—and the years leading up to it—in comfort and financial security. In the latest edition of Personal Finance After 50 For Dummies, trusted personal finance author and advisor Eric Tyson delivers an up-to-date and expert take on how to enter your fifties in the best financial health possible. The book offers advice designed to help regardless of your income or living situation. You'll find sound and crystal-clear advice you can apply immediately on everything from investing to managing when to take Social Security, securing long-term insurance, navigating taxes, and establishing an estate plan. You'll also get actionable guidance on the latest financial trends, including no-nonsense strategies regarding alternative investments and how to navigate financial products aimed at those nearing or in retirement, like reverse mortgages. Inside the book: Perfect for anyone interested in taking a serious look at planning for middle age and beyond, Personal Finance After 50 For Dummies covers the topics of unique interest to those looking to build a comfortable life in their golden years.
Introduction 1 Part 1: Understanding Personal Finance After 50 7 Chapter 1: Looking Ahead to Your Future 9 Chapter 2: Protecting Your Employment Income and Your Health 21 Chapter 3: Developing a Retirement Plan 37 Chapter 4: Identifying Retirement Investments and Strategies 53 Chapter 5: Grasping Retirement Accounts and Their Rules 75 Part 2: Making Money Decisions in Retirement 91 Chapter 6: Managing Budgets and Expenses 93 Chapter 7: Guiding Investments and Distributions in Retirement 111 Chapter 8: Making Important Housing Decisions 129 Chapter 9: Considering Your Long-Term Care and Insurance Options 141 Part 3: Dealing with Government Programs 171 Chapter 10: Making Your Best Choices under Social Security 173 Chapter 11: Getting the Most Out of Medicare 203 Chapter 12: The State Healthcare System Backup: Medicaid 233 Part 4: Estate Planning: It’s More than Just Dead People and Lawyers 257 Chapter 13: The Basics on Estate Planning 259 Chapter 14: Eyeing Wills and Other Legal Documents 279 Chapter 15: Solving for When You Have “Too Much Money” 299 Chapter 16: Meeting Goals with Different Types of Trusts 323 Part 5: The Part of Tens 337 Chapter 17: Ten Common Retirement and Estate Planning Mistakes 339 Chapter 18: Ten Things to Know about Working in Retirement 349 Chapter 19: (Almost) Ten Tips about Caring for Your Aging Parents 357 Index 363
Subject Areas: Finance & accounting [KF]
