Book description
The numerical and emotional aspects of planning for retirement
This hands-on resource demystifies financial planning by giving the
Enough number: an exact figure specific to personal goals, which can
be a target number to aim for in retirement. It shows what changes
will help to achieve the number, and offers an understanding of hidden
motivations when it comes to spending money. It also provides an
overview of the multitudes of investments available and provides
conservative guidelines that will help make money, save taxes, and
sleep at night.
- Offers a clear understanding of the different attitudes toward
money and includes strategies to achieve goals
- Includes the tools needed to save for later and enjoy rewards today
- Contains a method for tracking money to help get your finances
where you want them to be
- Covers the details of what it takes to work effectively with a
financial advisor
- Written by Diane McCurdy, a noted financial planner, speaker,
author, and founder of McCurdy Financial Planning
This hands-on guide walks you through a proven program that is
designed to keep you on the right track to financial success.
Diane McCurdy, CFP, is the founder of McCurdy Financial
Planning Inc., an established and respected firm that services clients
from all walks of life. An active writer, educator, speaker and
advisor, Diane is recognized internationally in her industry and in
the media. She is also a real estate investor and a member of the
Million Dollar Round Table.
