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Full Description
Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionalsIn No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness.Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement.Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.
Contents
Preface ixAcknowledgments xiPart One: Introduction1 If You Love Your Money, It's Time to Get Started 32 You Can Do This 13Part Two: Goals and Self-Assessment3 Establishing Your Goals 274 Assessing What You Have 495 Your Business and Your Retirement 59Part Three: Retirement Tools and Resources6 Understanding the Market and Your Investments 717 Understanding Mutual Funds, Exchange-Traded Funds (ETFs), and Index Funds 938 Selecting and Managing Your Mutual Funds 1219 Stocks and Bonds 13510 Other Investment Options 15511 Social Security 17112 Finding the Right Financial Adviser and InvestmentManager 177Part Four: Living the Good Life: Life After Retirement13 Using Your Savings for the Rest of Your Life 19314 The Three Pots 20915 Long-Term Care, Healthcare, and Other Needs 21916 Emergency Alternatives 23117 Life After Retirement for Professionals and BusinessOwners 237Conclusion: Putting It All Together 243Index 245About the author 255NER(01): WOW
