Personal Finance Strategies for a Secure Retirement: Simple Strategies to Enjoy a Secure Retirement (Personal Finance Strategies for Every Stage of Life Series) - Softcover

Inhaltsangabe

Written by a retired Registered Investment Advisor and mutual fund wholesaler, you’ll learn proven personal strategies to enjoy a secure retirement in your golden years. The purpose of this book is to provide targeted financial insight and advice to those currently in retirement or approaching retirement.

The information in this book is meant to provide you with an outline and guidance for every area of retirement. You’ll learn insight the following areas:

• Strategies to build a diversified portfolio
• How to avoid scams and fraud
• Strategies to improve your estate plan
• What types of insurance to consider during ret
• What to consider when gifting assets
• And much more…

This format of this book is to provide areas to consider and provide little-known strategies used by high net-worth individuals for a secure retirement future.

About the Author: Mr. LaPointe spent 15 years in the corporate world as a Registered Investment Advisor (RIA) and mutual fund wholesaler. He worked with countless high net worth families, business owners, professional football players to create a secure retirement.

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