Retirement Income Redesigned
Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years
Clients nearing retirement have some significant challenges toface. And so do their advisers. They can expect to live far longerafter they retire. And the problems they expect their advisers tosolve are far more complex. The traditional sources of retirementincome may be shriveling, but boomers don't intend to downsizetheir plans. Instead, they're redefining what it means to beretired--as well as what they require of financial advisers.Planners who aren't prepared will be left behind. Those who arewill step up to some lucrative and challenging work.To help get the work done, Harold Evensky and DeenaKatz--both veteran problem solvers--have tap…
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Produktdetails
Weitere Autoren: Katz, Deena B. (Hrsg.) / Updegrave, Walter (Vorb.)
- ISBN: 978-0-470-88302-0
- EAN: 9780470883020
- Produktnummer: 13836497
- Verlag: Wiley
- Sprache: Englisch
- Erscheinungsjahr: 2010
- Seitenangabe: 370 S.
- Plattform: PDF
- Masse: 3'305 KB
Über den Autor
Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Deena B. Katz is president. Their combined experience totals more than forty-eight years. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky and Katz are the editors of The Investment Think Tank: Theory, Strategy, and Practice for Advisers Evensky is the author of Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice. Both are featured speakers at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.
2 weitere Werke von Harold (Hrsg.) Evensky:
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