Publisher's Synopsis
When people discuss retirement, they often skip right to the enjoyable big picture: Long days at the golf course, frequent family vacations, and the relaxing thought of never having to work again. But, just like a vacation dream must have a plan to be achieved, you need a Five-Star Plan to experience Your Remarkable Retirement!With humor and personal storytelling, financial advisors Mike Reppert and David Faulkner explore the various challenges facing retirees, challenges they help people address every day in their financial practice.Putting their decades of experience to work, Mike and David explore: - Comprehensive financial planning- Tax-efficient strategies- Reducing portfolio losses- Creating a secure lifetime incomeWith a depth of "inside the industry" knowledge, Mike and David lay out savvy retirement principles for creating your Five-Star Wealth Map.