Jun 11, 2018
Jeff Small believes that we’re in a time when we need good financial information and excellent financial advice. We’re not getting it, and that’s a huge problem. Life expectancy is longer, medical costs are rising, Social Security is tenuous, and markets are rocky. The information that enters our homes, whether it is through the mail, the TV, or the internet, is dubious at best. The smiling investment guy in the suit offering to help may not be any better. This book was written so opportunities won’t be lost behind everything else you’re bombarded with concerning your finances — and so you can put your interests first.It will clear up a lot of misconceptions, stop the leaks, and provide a clear view and best path to viable options. Although I work exclusively with retirees and pre-retirees, Turning Financial Planning Right Side Up is invaluable to people of all ages. As a financial advisor, I help everyday people prepare for what my staff and I call “the art of financial self-defense.” Their retirement funds are designed so they pull out as much income as they can, but leave their assets intact and avoid losses.