Hal has lived the American dream. A self-employed entrepreneur, he worked hard throughout his career to build a stable, successful life. He raised a family, saved well, and made sure that he prepared for retire- ment. But now that retirement has come . . . there's something missing. Why isn't "gone fishin'" all it's cracked up to be? Hal joins Richard, a new friend equally concerned about creating...
Paperback: 114 pages
Publisher: iWealth4Me (November 17, 2014)
Product Dimensions: 5.5 x 0.2 x 8.5 inches
Amazon Rank: 2711777
Format: PDF ePub fb2 djvu book
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This book provides a comprehensive review of the issues of pre-retirement and retirement itself, and how an advisor can assist in getting you to the right place. Told as a story about an advisor and his two clients, Connors steps through the processe...
d security in retirement. Together, they discover a new way of planning for the future that incorporates not just finances, but also personal goals and values. Although they are in different life stages and have different family and financial backgrounds, the two of them discover together the keys to creating a stable, fulfilling future. You'll learn from their story: • The time to retire isn't marked just by a dollar figure • You're retiring "to" and not "from" something • Targeted saving helps you achieve your goals • You can provide for your heirs in different ways, equitably