03534nam 2200697 450 991013971890332120230802004426.01-118-16751-11-119-20082-21-283-31605-697866133160591-118-16752-X(CKB)2550000000080669(EBL)817419(OCoLC)773580070(SSID)ssj0000555520(PQKBManifestationID)12242783(PQKBTitleCode)TC0000555520(PQKBWorkID)10519622(PQKB)10788924(MiAaPQ)EBC817419(EXLCZ)99255000000008066920160818h20122012 uy 0engur|n|---|||||txtccrSomeday rich planning for sustainable tomorrows today /Timothy Noonan, Matt SmithHoboken, New Jersey :John Wiley & Sons, Inc.,2012.©20121 online resource (316 p.)Wiley FinanceIncludes index.0-470-92000-9 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 FundsCHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk 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; IndexTo 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 financiWiley finance series.Finance, PersonalUnited StatesFinancial securityUnited StatesFinancial plannersUnited StatesPortfolio managementUnited StatesFinancial services industryUnited StatesFinance, PersonalFinancial securityFinancial plannersPortfolio managementFinancial services industry332.02400973332.6BUS027000bisacshNoonan Timothy1963-964167Smith Matthew X.1961-MiAaPQMiAaPQMiAaPQBOOK9910139718903321Someday rich2186552UNINA