Publisher's Synopsis
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...
