Topics
Topic:
Books
-
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…
-
Retirement Income Redesigned: Master Plans for Distribution — An Adviser’s Guide for Funding Boomers’ Best Years
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don’t intend to downsize their plans. Instead,…
-
The Investment Think Tank: Theory, Strategy, and Practice For Advisers
Among the thought leaders contributing to the book are:– Ross Levin, nationally known adviser and author of The Wealth Management Index, on monitoring success in helping clients reach their goals– William Reichenstein, professor of finance, insurance, and real estate at Baylor University, on asset allocation– Don Phillips, managing director of Morningstar, Inc., on constructing a…
-
Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets
Harold’s diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor’s reading list.”–Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky’s effective, optimal asset allocation policy…
