Financial Literacy in Retirement: An insider's guide to living well, investing wisely, and making your money LAST. - Softcover

Fullerton, Stephanie; Fullerton, Steve

Softcover

ISBN 13: 9798367453713

Verlag: Independently published, 2023

Inhaltsangabe

Achieving financial literacy is a journey, and it's one you're about to embark upon. While it may seem overwhelming at first with the many new words, terms, and acronyms, know that you're not setting sail alone. Your trusty travel guides, Stephanie and Steve Fullerton of Fullerton Financial Planning, are personable experts who will lead you through this unfamiliar landscape. They're ready to help you learn how to live well, invest wisely, and make your money last.

As with anyone visiting a new destination, you're going to have questions. Here are just a few that will be covered in detail throughout this book:

• Do I REALLY need a financial advisor?

• What should I look for in a financial advisor?

• What's the deal with trusts and wills?

• How does Social Security fit into my retirement plan?

• How much money should I put into the stock market vs. annuities?

• I'm retired . . . now what?

So, let's begin this journey. When you return, you'll have a brand-new sense of financial literacy.


Stephanie and Steve Fullerton founded Fullerton Financial Planning to make a difference in the lives of others, helping clients realize the financial futures they deserve. The two have poured their hearts into their business and their team, all of whom seek to create those same strong relationships with clients.

Details zur Ausgabe

• Verlag: Independently published
• Erscheinungsdatum: 2023
• Sprache: Englisch
• ISBN 13: 9798367453713
• Einband: Taschenbuch
• Anzahl der Seiten: 100
• Kontakt zum Hersteller: Manufactured by Amazon on behalf of the author; https://www.amazon.de/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxemburg