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Author Wollman, Fred, author.

Title Rewrite your financial narrative : eliminate retirement guesswork by managing risk, minimizing income tax, and building a more predictable income stream / Fred Wollman.

Publication Info. Charleston, South Carolina : Advantage, [2018]

Copies

Location Call No. Status
 Windsor, Main Library - Adult Department  332.024 WO    Check Shelf
Description 129 pages : illustrations ; 24 cm
Note On title page the first word of the title "write" is crossed out and the word "rewrite" is added above.
Bibliography Includes bibliographical references (page 127).
Contents A careful look in the mirror: Assessing dreams and motivations -- Activating your financial GPS: Identify your financial reality -- Guidelines to understanding money: Risk, volatility and portfolio building -- Economic potholes and pitfalls: How to avoid-and conquer-financial biases -- The four greatest risks to your financial health -- A fork in the road: A guide for pre-retirement investors -- The time is now: Financial strategies for the retirement years -- What's yours is yours: Protecting your assets -- Passing on the wealth: "Who's gonna get the money, honey?".
Summary Fred Wollman helps you understand the emotional reasoning behind saving for retirement and planning for retirement expenses while connecting you with your rational self. Wollman is here to help you, as an individual with ambitions, come to grips with your financial reality so you can match the narrative playing in your head to your financial reality. Wollman uses insights gained through a lifetime of education and personal experience to clearly explain, in client-friendly terms, his approach to financial health and wellbeing."
Subject Finance, Personal.
Retirement income -- Planning.
Finance, Personal. (OCoLC)fst00924449
Added Title Write your financial narrative
ISBN 9781599328577
1599328577
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