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You're Retired...Now What?: Discovering & Funding Your Purpose-Driven Retirement
Hardcover
Investing & FinancePersonal Finance
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ISBN13: 9781946633637
Publisher: Forbes Books
Published: Jan 28 2020
Pages: 200
Weight: 1.10
Height: 0.90 Width: 6.10 Depth: 9.10
Language: English
The shift from work to retirement changes things. Maximizing the impact of your money--for yourself, your family, and the causes you care about--requires thoughtful, strategic management.
This book shares - the wealth management strategies I use with my high-net-worth clients' portfolios; - the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; - important questions to ask yourself before and after retiring; and - advice for those seeking a more fulfilled retirement.
*Securities and advisory services offered through Commonwealth Financial Network(R), FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
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