Synopsis
While chances for sudden "out of the blue" wealth are slim, you are far more likely to get an inheritance or other financial windfall than you may initially think. Not only are baby boomers retiring at record rates, but almost $4 trillion of wealth is currently held by families with life expectancies of less than 10 years. In many cases, a windfall may be your last shot at financial security, and we don't want you to blow it!
Instant Retirement: Transform Your Inheritance or Windfall into Your Retirement Dreams is based on nearly 50 years of combined experience in the financial industry. It offers information on everything from creating and implementing a financial plan to monitoring and adapting that plan to picking a financial planner, and much, much more.
While many consider it a blessing, a major windfall can result in an equally devastating financial disaster. This clear, unbiased, step-by-step guide will help you manage your windfall and create a secure financial future.
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About the Author
Vickie Petix, CFP®, EA holds a CERTIFIED FINANCIAL PLANNER™ certification, California Life and Disability Insurance license and is recognized by the Internal Revenue Service as an enrolled agent. Vickie is also a member of the Financial Planning Association (FPA).
A native of San Diego, Vickie holds a degree in accounting from the University of San Diego and has worked in the financial planning and tax preparation industry since 1988. She lives in El Cajon, California with her husband and three children.
Paul Botte, CFP® holds a California Life and Disability Insurance sales license and is a California registered tax preparer. Along with being designated CERTIFIED FINANCIAL PLANNER™ professional, he is a member of the Financial Planning Association (FPA).
A native of San Diego, Paul graduated from San Diego State University in with a BS in finance, working in the corporate accounting department of a national real estate development company, starting his career in financial services in 1984.
Paul and his wife Mary have three children and reside in El Cajon, California
"About this title" may belong to another edition of this title.
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Instant Retirement: Transform Your Inheritance or Windfall Into Your Retirement Dreams
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Good. No Jacket. Missing dust jacket; Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G1936961164I3N01