| Description |
136 pages ; 23 cm |
| Note |
Includes index. |
| Contents |
Chapter one. The sudden large lump sum (SLLS) -- Chapter two. Selecting a financial planner -- Chapter three. The financial plan -- Chapter four. The investment portfolio -- Chapter five. Why active management? -- Chapter six. Dealing with a bear market -- Chapter seven. Annuities -- Chapter eight. Charitable intent and donor-advised funds -- Chapter nine. ESG considerations -- Chapter ten. Legacy planning -- Chapter eleven. The annual review. -- Appendix. Questions to ask a potential financial planner. |
| Summary |
"Dreaming and reality are different. When we dream about coming into a Sudden Large Lump Sum of money, it's all about things we would buy or having the freedom to retire. But in the real world, what it more frequently brings is stress, worry and concerns. This book deals with how to manage the situation by working with a qualified financial planner. It's designed to help people set up the financial side of their life to be relatively stress free and not particularly time consuming. If you have other interests in life besides finance, this may be the ideal approach for you"--Dust jacket. |
| Subject |
Investments.
|
|
Investment advisors.
|
|
Financial planners.
|
| ISBN |
9781796920987 |
|
1796920983 |
|
9780991232499 |
|
0991232496 |
|
