Dimensions
162 x 234 x 20mm
Every day, the advisors at Sullivan Bruyette Speros NBlayney have conversations with their clients about decision making in retirement, and the decisions are typically not about which stocks, bonds, or funds to invest in. Instead, the discussions are thornier and more delicate; they often involve nuanced personal desires, which advisors must respond to realistically and reign in. RETIREMENT FAIL imparts the same advice and principles that SBSBOsquo;s clientele consistently yearns for. The featured advice is applicable across a range of income and wealth levels, from those with $100,000 in assets to those with a million or more. This is not a book for people who have not saved enough for retirement (there are plenty of those), but rather for those who have prepared well and do not want to put their assets at risk by underestimating the implications of their decisions or failing to make proper contingency plans. People may have good, strong financial plans but they are driven by emotion and donEsquo;t see themselves getting caught up in troubling patterns. The numerical side is one thing; the more difficult thing is to look at the way the decisions we make impact our own future and those around us. At the heart of all financial planning is the question: What do you want these assets and income to do for you, and how can you translate that into your day-to-day living and decision making? Once you know the answer to that, you can frame your decisions so that your assets are truly working for you. RETIREMENT FAIL shows readers the watch points they need to pay attention to and helps them figure out what their priorities are?and what tradeoffs they may have to make.
