The 60+ Money Playbook: Finance After 60
Turning 60+ and wondering "do I have enough?" This 45-page expert workbook gives you a complete money map for life after 60 — pensions, healthcare costs, tax-efficient withdrawals, scam-proofing, and estate basics — written for BOTH the US and Canada in one book.
WHAT'S INSIDE:
- US: Social Security claiming ages (62/67/70), spousal and survivor benefits, Medicare, RMDs, Roth conversions
- Canada: CPP, OAS and GIS, OAS recovery tax, provincial health plans, RRIF minimums, RRSP melt-down strategies
- Healthcare and long-term care costs, housing and reverse mortgages (honest pros/cons), investing after 60
- The 10 scams targeting seniors, with verification checklists and a family code-word system
- Estate basics: wills, powers of attorney, beneficiary designations, digital assets
- Fill-in worksheets: net-worth snapshot, income-floor calculator, 12-month spending audit, healthcare gap pricer
- A week-by-week 90-day action plan
This is a digital download — no physical item will be shipped. 45-page PDF, US Letter (8.5 x 11 in), print-ready. Instant download after purchase.
Educational content only — not financial, tax, or legal advice. Verify program details at official sources (ssa.gov, canada.ca, medicare.gov).