Synopsis
Updated for 2014, Black and White Edition. This is an educational text on financial planning, and more specifically, retirement planning. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, save for education, and manage your estate planning.
Preparing for Retirement does this with a 160 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms. Whether you have managed your money for decades or you're new to financial planning, this 2014 edition of Preparing for Retirement provides the information and techniques needed to successfully create and maintain a financial plan.
This comprehensive guide will help you:
* Set goals (financial and non-financial)
* Identify and manage risks
* Manage taxes
* Understand investment vehicles
* Put together an effective asset allocation
* Evaluate annuities and other types of insurance
* Save for education
* Plan your estate
* Understand the impact of the Affordable Care Act
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About the Author
Ryan Glover is a Certified Financial Planner® who has been actively practicing for over the past decade. In 2008 he is a co-founder of Tarheel Advisors, LLC which is a registered investment advisory firm specializing in retirement planning. Ryan also teaches "Preparing for Retirement" at several universities and community colleges in North Carolina.
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Preparing for Retirement: A Comprehensive Guide to Financial Planning
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