LibGuides: Personal Finance: Estate Planning & Retirement

Print Resources

Estate Planning Basics by Denis Clifford
Publication Date: 2017
How to Make Your Money Last: the indispensable retirement guide by Jane Bryant Quinn
Publication Date: 2016
American Bar Association Guide to Wills and Estates, Fourth Edition by American Bar Association
Publication Date: 2013
IRAs, 401(k)S & Other Retirement Plans by Twila Slesnick; John C. Suttle
Publication Date: 2017
How to Retire the Cheapskate Way by Jeff Yeager
Publication Date: 2013
AgeProof: living longer without running out of money or breaking a hip by Jean Chatzky; Michael F. Roizen; Ted Spiker (As told to); Mehmet C. Oz (Foreword by)
Publication Date: 2017
Social Security Offset Penalties: WEP, GPO, dual entitlement by Jeanette Wicks (Illustrator, Appendix by, Artist, Cover Design by, Designed by, Index by, Prepared for Publication by, Produced by)
Publication Date: 2017
Social Security Made Simple by Mike Piper
Publication Date: 2012
Social Security for Dummies by Consumer Dummies; Jonathan Peterson
Publication Date: 2012
The Big Retirement Risk by Erin Botsford
Publication Date: 2012
Protecting your parents' money : the essential guide to helping Mom and Dad navigate the finances of retirement
Publication Date: 2011
The Mom's Guide to Wills and Estate Planning by Liza Hanks
Publication Date: 2009
Retirement breakthrough the safe, secure way to guaranteed income you can't outlive-- in any economy by Richard W. Duff
Publication Date: 2010
How to Retire Happy by Stan Hinden
Publication Date: 2012

Estate Planning & Retirement

Wills, Trusts & Estates Center
Nolo includes free legal information, articles, videos, and FAQ topics.
Ballpark Estimate from Choose to Save
Use this worksheet from Choose to Save to calculate how much you need to fund a comfortable retirement.
Consumer Information on Retirement Plans
From the Employee Benefits Security Administration, this site explains your retirement plan, answers questions and provides calculators on advice. See their Retirement Savings page, too.
Taking the Mystery out of Retirement Planning
Follow this interactive learning guide from the Employee Benefits Security Administration which includes worksheets.
Social Security Administration
Use the retirement planner and benefits calculator, apply for benefits, and find Social Security information and tools.

New Resource - Online Personal Finance Lessons!

Universal Class
Universal Class offers online, instructor-led self-paced continuing education classes. With your library card, you can take up to 5 classes at a time. Register now to sign-up - you can begin at any time. You can take classes such as:

Retirement Planning 101

Estate Planning

Budgeting and Saving 101

And many more! To begin, select the link above. Create an account. Browse the "Finance" category and sign-up for a class.

Library Resources

Data Axle Reference Solutions (formerly Reference USA)
Reference USA is a comprehensive business directory. Use it to find business profiles for employers or search for banks, certified financial planners, or other finance professionals near you.
Legal Forms
The library subscribes to Gale Legal Forms, which supplies the common forms you need, legal in Colorado, for actions like estate planning, trusts, and more.

Computer Help
The library offers free computer classes at five of our branches. Check this page for our schedule. Seats are limited - call 243-4442 to sign up.
Business Research Guide
A resource guide for entrepreneurs and small businesses.
Get a Library Card
Sign up for a Mesa County library card. Required to use several online sources.

Book a librarian

Book a Librarian - Mesa County Libraries
Reference Librarians are available by appointment for help with business, genealogy, health, local history, computer, book and author questions and more. Book an individualized 30 minute appointment.

For Android/iPhones - Mobile App

Put retirement calculators right at your fingertips. Determine how much you need to save per year, how much you need as a monthly income, and how to reach your goals to retire comfortably. These apps are free! Android, iPhone.