Retirement: Your New Beginning (Leveraging Over 1,000 Clients Through Their Retirement for the Past 20 Years): Leveraging Over 1,000 Clients Through Their Retirement for the Past 20 Years

A financial advisor shares stories from his practice and useful information on making retirement a smooth transition—and a rewarding experience.

Helping someone plan for retirement is a very personal process. Having retired over a thousand individuals, Sid Miramontes has learned quite a few things along the way.

Some situations are similar for each person. But others are unique to each individual—the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts and covers topics from taxes to Social Security to mutual funds, helping simplify the process with client stories that help the reader visualize their own retirement along with valuable tips on the dos and don’ts.

© 2016 Morgan James Publishing (E-Book): 9781683501282

Erscheinungsdatum

E-Book: 20. September 2016