Simplify Your Retirement
Timeless Principles To Achieve Financial Peace
Seiten
2017
Advantage Media Group (Verlag)
978-1-59932-818-8 (ISBN)
Advantage Media Group (Verlag)
978-1-59932-818-8 (ISBN)
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First Wisdom, Then Wealth
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.
Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.
In SIMPLIFY YOUR RETIREMENT, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”: 1. No investment decisions outside the context of the plan. 2. The plan determines the products. 3. Don’t let your portfolio take a HIT (health care, inflation, and taxes). 4. Protect the income; grow the rest. 5. Financial peace comes from having a plan.
This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.
STEPHEN STRICKLIN is the president and founder of Wise Wealth, LLC an independent financial planning firm based out of Kansas City. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds insurance and securities licenses. He is a nationally recognized retirement advisor, a radio program host, a frequent TV guest, and a prolific speaker.
Acknowledgments A Word from the Author Financial Planning as a Calling A Principled Approach Phases of Investing A New Retirement Reality The Planning Process Risks That Require Attention Taxes on Your Terms Long-Term Caring Three-Bucket Approach The Wise Advisor A Legacy beyond Wealth True Riche
| Erscheinungsdatum | 06.06.2017 |
|---|---|
| Verlagsort | Charleston |
| Sprache | englisch |
| Maße | 152 x 228 mm |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie | |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Betriebswirtschaft / Management ► Rechnungswesen / Bilanzen | |
| ISBN-10 | 1-59932-818-6 / 1599328186 |
| ISBN-13 | 978-1-59932-818-8 / 9781599328188 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
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