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The Benefits of a Cash Reserve Strategy in Retirement Distribution Planning
Discover how two retirement strategies—reverse dollar cost averaging (RDCA) vs. cash flow reserve (CFR)—stack up in ensuring your retirement plan lasts. See how cash reserves and tax environments can boost your chances of steady income, with some surprising survival advantages!
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Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
Explore the Standby Reverse Mortgage Strategy (SRM), combining the HECM Saver reverse mortgage with a two-bucket investment strategy to enhance retirement portfolio survival rates and improve the likelihood of meeting financial goals.
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The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets
Mainstay reference guide for wealth management, newly updated for today’s investment landscape. For over a decade, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model…
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Deena Katz’s Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz’s Tools and Templates for Your Practice (2001). In this newly…
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Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits
The world of employee benefits is a complicated but integral part of your financial plan. Stock options, pensions, health savings accounts, deferred compensation plans and more can all be easily overlooked and underutilized without proper direction. This book will help you dive into the nuances of employee benefits and the most effective methods so you…
