Author Description

2025, The Final Drive is a metaphor from my football playing and coaching days. It is an attempt to emphasize the importance of the last chance, time is ticking, or now is the time to go! As you read through this book you will see we have a real opportunity in front of us. In 2025 the current tax cuts that were passed in 2017 expire and we at a minimum return to the rates before or rates go much higher. In this book I will discuss the Big Three retirement risks and how to deal with them. Getting out of the way of higher taxes is No 1. Avoiding retiring into a bad market is No. 2. And, pulling it together, dealing with the biggest risk of all, longevity risk, is No. 3. So, take your time, soak in the information you’re about to read, and then act!