Advice Only: A Retirement Planning Handbook & Methodology Quincy Hall Author
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Advice Only: A Retirement Planning Handbook & Methodology Quincy Hall Author
~EN PB NWISBN: 9781089431381 bzw. 1089431384, vermutlich in Englisch, AdviceOnly.info, Taschenbuch, neu.
Lieferung aus: Vereinigte Staaten von Amerika, In Stock, plus shipping.
When it comes to consequential retirement decisions, more and more people are preferring to pay their financial advisors directly for upfront planning advice in lieu of traditional asset management fees and commissions. This book explores how advisors of the future without any ambiguity will need to offer complete financial plans & cohesive strategies prior to any discussion of new product implementation. The first planning book of its kind, we will introduce Advice Only as the fundamental belief by some clients that a financial planning strategy will only ever feel complete if -and only if- it is developed in total isolation from any form of a product sale. This planning approach is sure to contribute to the disruption of the financial services industry and advice-giving as we know it today. Readers will learn THEY hold the keys necessary to change how financial advice is delivered, not necessarily the financial institutions or through government regulation.Advice Only is a handbook developed for today's retiree covering all 9 areas of comprehensive financial planning and has over 250 pages of easy to understand financial planning topics, charts, graphs, and anecdotes. Advice Only was developed over 9 years of teaching retirement planning primarily through the College of Marin, listening to students, and providing financial planning services to retirees in the San Francisco Bay Area.This book will provide new retirees with the information needed not only to be financially successful in retirement but also to discover the right financial planning methodology for them. Additionally, we'll explore other subjective investment and tax-related approaches to help determine your personalized retirement philosophy. You'll learn the importance of having a plan that is proven viable with math and gives you what you want, but is still flexible enough to work under a variety of scenarios - not just the ideal one. Learn more at AdviceOnly.info.
When it comes to consequential retirement decisions, more and more people are preferring to pay their financial advisors directly for upfront planning advice in lieu of traditional asset management fees and commissions. This book explores how advisors of the future without any ambiguity will need to offer complete financial plans & cohesive strategies prior to any discussion of new product implementation. The first planning book of its kind, we will introduce Advice Only as the fundamental belief by some clients that a financial planning strategy will only ever feel complete if -and only if- it is developed in total isolation from any form of a product sale. This planning approach is sure to contribute to the disruption of the financial services industry and advice-giving as we know it today. Readers will learn THEY hold the keys necessary to change how financial advice is delivered, not necessarily the financial institutions or through government regulation.Advice Only is a handbook developed for today's retiree covering all 9 areas of comprehensive financial planning and has over 250 pages of easy to understand financial planning topics, charts, graphs, and anecdotes. Advice Only was developed over 9 years of teaching retirement planning primarily through the College of Marin, listening to students, and providing financial planning services to retirees in the San Francisco Bay Area.This book will provide new retirees with the information needed not only to be financially successful in retirement but also to discover the right financial planning methodology for them. Additionally, we'll explore other subjective investment and tax-related approaches to help determine your personalized retirement philosophy. You'll learn the importance of having a plan that is proven viable with math and gives you what you want, but is still flexible enough to work under a variety of scenarios - not just the ideal one. Learn more at AdviceOnly.info.
Kategorie: Trade Books>Trade Paperback>Business>Economics & Finance>Economics & Finance
Daten vom 08.03.2020 11:48h
ISBN (andere Schreibweisen): 1-0894-3138-4, 978-1-0894-3138-1
Daten vom 08.03.2020 11:48h
ISBN (andere Schreibweisen): 1-0894-3138-4, 978-1-0894-3138-1
Zuerst gefunden: 08.03.2020 11:48:49
Zuletzt gefunden: 08.03.2020 11:48:49
Kleinster Preis: € 15,83 (vom 08.03.2020 11:48:49)
Höchster Preis: € 15,83 (vom 08.03.2020 11:48:49)
Fundstellen insgesamt: 1
Zuletzt gefunden: 08.03.2020 11:48:49
Kleinster Preis: € 15,83 (vom 08.03.2020 11:48:49)
Höchster Preis: € 15,83 (vom 08.03.2020 11:48:49)
Fundstellen insgesamt: 1
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ISBN: 9781089431381
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