
Retirement: Your New Beginning
Leveraging Over 1,000 Clients Through Their Retirement for the Past 20 Years
- 186 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
Retirement: Your New Beginning
Leveraging Over 1,000 Clients Through Their Retirement for the Past 20 Years
About this book
A financial advisor shares stories from his practice and useful information on making retirement a smooth transition—and a rewarding experience. Helping someone plan for retirement is a very personal process. Having retired over a thousand individuals, Sid Miramontes has learned quite a few things along the way. Some situations are similar for each person. But others are unique to each individual—the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts and covers topics from taxes to Social Security to mutual funds, helping simplify the process with client stories that help the reader visualize their own retirement along with valuable tips on the dos and don'ts.
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Information
Table of contents
- Cover
- Title
- Copyright
- Contents
- Foreword
- Note to Reader
- Part I: Adjusting to Retirement
- Part II: Breaking It Down
- Part III: Questions and Answers
- Appendix: Additional Resources
- Right Choice Questions
- Glossary
- Index
- Sid Miramontes
- Notes on Sources