Overview
Do you have a "primary care" approach to your finances? Or have you been seeing "specialists": someone who manages your 401(k), someone who helped with your life insurance policies, another person who has talked to you about a will, someone who handles your taxes or, of course, possibly a handful of IRAs scattered at companies behind you? These pieces may be part of your picture for retirement income, but, like not having a primary care physician, a scattered approach could let important pieces fall through the cracks. Author Sam Foreman, president of Generations Financial Group, rounds up a variety of inspirations, from his background in hospital work to his experiences as a financial professional, to demonstrate the whys and hows of taking a "primary care physician" approach to your money. "PCP Approach to Money" is about how today's consumers can take steps toward having a comprehensive, coordinated approach to their retirement income plans.
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Details
- ISBN-13: 9798649171663
- ISBN-10: 9798649171663
- Publisher: Independently Published
- Publish Date: June 2020
- Dimensions: 9.02 x 5.98 x 0.38 inches
- Shipping Weight: 0.54 pounds
- Page Count: 178
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