You're retired ... now what? : discovering & funding your purpose-driven retirement
(Book)
Author
Published
Charleston, South Carolina : ForbesBooks, [2019].
Format
Book
Physical Desc
177 pages : charts ; 23 cm
Status
Oliver La Farge - Adult
336.2428 Bre
1 available
336.2428 Bre
1 available
Description
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Copies
Location | Call Number | Status |
---|---|---|
Oliver La Farge - Adult | 336.2428 Bre | On Shelf |
More Details
Published
Charleston, South Carolina : ForbesBooks, [2019].
Language
English
Notes
Description
"This book shares strategies I apply every day in serving retired clients with at least $1 million to invest--strategies I ... tailor to each client's goals ... [It discusses] the wealth management strategies I use with my high-net-worth clients' portfolios; the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; important questions to ask yourself before and after retiring; and advice for those seeking a more fulfilled retirement"--Dust jacket flap.
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