Most families in America have products and investments, but lack a real "Financial PLAN." The book in your hand is aimed primarily at those in the Red Zone of retirement (within 10 years of retirement or 10 years into retirement). It is at this age and stage of life, in particular, that you need to have a PLAN. This book helps you get started. The themes discussed are about creating a custom retirement plan, investing with a bias towards income, solutions for reducing fees and taxes, and so much more. Read it for ...
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Most families in America have products and investments, but lack a real "Financial PLAN." The book in your hand is aimed primarily at those in the Red Zone of retirement (within 10 years of retirement or 10 years into retirement). It is at this age and stage of life, in particular, that you need to have a PLAN. This book helps you get started. The themes discussed are about creating a custom retirement plan, investing with a bias towards income, solutions for reducing fees and taxes, and so much more. Read it for information; but more importantly, read it for IMPLEMENTATION! C. Pete Benson and Jon S. Maxson are senior partners and co-owners of Beacon Capital Management, LLC, with three office locations in middle Tennessee. Their full-service, comprehensive wealth firm offers Financial and Retirement planning, Tax planning, and Estate planning. You can catch their TV show and their radio show, "Beacon Retirement Strategies," each weekend in the Nashville area, or by streaming online at BeaconCM.com. Pete and Jon author a series of books and educational courses around financial principals to help families get to and through retirement.
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