Cantitate/Preț
Produs

Retirement Planning

Autor Louis Zeman
en Limba Engleză Paperback – 25 aug 2019
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.
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.
Citește tot Restrânge

Preț: 7029 lei

Nou

Puncte Express: 105

Preț estimativ în valută:
1345 1394$ 1123£

Carte disponibilă

Livrare economică 28 februarie-14 martie
Livrare express 13-19 februarie pentru 3876 lei

Preluare comenzi: 021 569.72.76

Specificații

ISBN-13: 9781989655191
ISBN-10: 198965519X
Pagini: 48
Dimensiuni: 216 x 280 x 4 mm
Greutate: 0.15 kg
Editura: Astrology Books