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03711aam a2200277 i 4500 001 84F9CC9E922B11E8B73BB10B97128E48 003 SILO 005 20180728010016 008 180212t20182018njua e b 001 0 eng 010 $a 2018004215 020 $a 1119447402 020 $a 9781119447405 035 $a (OCoLC)991711577 040 $a DLC $b eng $e rda $c DLC $d OCLCF $d OCLCO $d OCLCQ $d JY2 $d IMT $d QQ3 $d UAP $d IHX $d SILO 100 1 $a Sullivan, Greg, $d 1957- $e author. 245 10 $a Retirement fail : $b the 9 reasons people flunk post-work life--and how to ace your own / $c Greg Sullivan, CPA, CFP. 264 1 $a Hoboken, New Jersey : $b John Wiley & Sons, Inc., $c [2018] 300 $a xvii, 168 pages : $b illustrations ; $c 24 cm 504 $a Includes bibliographical references (pages 153-157) index. 505 00 $t Checklist: finding the right financial advisor. $t A (too) free flow of cash -- $t The nest that won't empty -- $t Graying divorce -- $t That home away from home -- $t The lure of the entrepreneur -- $t Swindler's mark -- $t Health matters -- $t Life's unpredictabilities --Underliving your wealth -- $t Finding the right financial advisor -- $t Checklist: finding the right financial advisor. 520 $a "There are nine key reasons people fail at retirement and they're not what you think. Are you working to avoid these major retirement fails? Every day, people just like you, people who have worked hard and saved carefully for retirement, make decisions that will eventually crack their nest egg. Just because you added to your 401(k) or IRA plan every year, invested wisely, and amassed significant savings, you are not necessarily home free. Ready or not, your decisions all along the retirement path can positively or negatively affect your financial future. In Retirement Fail, top financial advisor Greg Sullivan shares the insights he has gained over his thirty-five-year career in wealth management to help you identify potential pitfalls and learn how to safeguard your hard-earned retirement assets. Because, contrary to what most people think, it is not poor portfolio performance that usually busts your retirement accounts. Rather, it's the emotional decisions you make that can cause major problems. Whether its buying a vacation home that is beyond your reach, subsidizing your adult kids to a degree that is ill advised, or passing on the umbrella insurance your advisor recommended, the choices you make have an enormous effect on whether you'll be able to enjoy the comfortable retirement you've dreamed about. Retirement Fail: Lays out the nine common hazards that trip up otherwise well-prepared retirees, encouraging you to think through your decisions and set a course aligned with your values and your ultimate goals. Goes beyond traditional financial advice, using personal stories to illustrate how others have become mired in or solved these financial dilemmas. Creates a valuable framework you can use to chart your path or begin conversations with your advisor, so that you can act to protect your financial independence. The numerical side of financial planning is one thing, the far more difficult task is looking at the way the decisions we make impact our own future and those around us. Whether you are working with a financial advisor or are going it alone, Retirement Fail shows you the points you need to pay attention to and helps you figure out what your priorities are and what tradeoffs you may have to make in order to achieve them"-- $c Provided by publisher. 941 $a 3 952 $l YEPF572 $d 20231012014438.0 952 $l GDPF771 $d 20201027010306.0 952 $l CYPF706 $d 20180728010558.0 956 $a http://locator.silo.lib.ia.us/search.cgi?index_0=id&term_0=84F9CC9E922B11E8B73BB10B97128E48Initiate Another SILO Locator Search