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Record Nr. |
UNINA9910139718903321 |
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Autore |
Noonan Timothy <1963-> |
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Titolo |
Someday rich : planning for sustainable tomorrows today / / Timothy Noonan, Matt Smith |
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Pubbl/distr/stampa |
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Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2012 |
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©2012 |
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ISBN |
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1-118-16751-1 |
1-119-20082-2 |
1-283-31605-6 |
9786613316059 |
1-118-16752-X |
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Descrizione fisica |
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1 online resource (316 p.) |
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Collana |
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Classificazione |
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Disciplina |
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Soggetti |
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Finance, Personal - United States |
Financial security - United States |
Financial planners - United States |
Portfolio management - United States |
Financial services industry - United States |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di contenuto |
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Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds |
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk |
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Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index |
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Sommario/riassunto |
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To truly be successful, today's financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith-two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financi |
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