Publisher's Synopsis
Before setting out on any journey--nautical or financial--one must have an idea of where they are and where they are heading. This is the premise behind Charting Your Financial Course, as well as the driving point behind the practice built by C. Grant Conness and Andrew M. Costa over the past decades.
With true-to-life examples, the financial duo takes on helping those who want to retire understand the importance of strategies to address: - When to collect Social Security- How to increase tax efficiency- Ways to address the risks posed by long-term care- Questions to ask of any prospective financial advisor- and much moreUsing Global Wealth Management's Retirement Roadmap Review as a blueprint for planning ahead, Grand and Andrew elaborate on the chief risks facing today's retirees, and how to address them with confidence when Charting Your Financial Course.
