Planning for When: A Woman's Guide to Financial Planning

Pinkley Aifa(r), Cdfa(tm) Cima(r)

Lulu Publishing Services（2016/03発売）

• 製本 Paperback:紙装版/ペーパーバック版／ページ数 50 p.
• 商品コード 9781483445540

Full Description

It doesn't matter if they are married, divorced or singleput others first. It could be the result of a maternal gene or simply a natural disposition to view others as more important, but it's an instinct that makes it more difficult to achieve financial security and independence. Kevin W. Pinkley, a longtime financial advisor, walks women through the steps they need to take in seeking to build and preserve wealth. Learn how to: plan for a retirement with the goal of providing a lifestyle that meets your needs; provide for a loved one in the event of death; minimize the financial impact of divorce or the death or disability of a spouse; and engage in difficult conversations with your spouse about money. Many women shrug off questions about money by saying that their spouses are smart and must have a well thought out plan that will meet their needs. But being smart is different than being wise, and women need to take charge of the future by Planning for When.