LEADER 03535nam 2200697 450 001 9910820164603321 005 20230802004426.0 010 $a1-118-16751-1 010 $a1-119-20082-2 010 $a1-283-31605-6 010 $a9786613316059 010 $a1-118-16752-X 035 $a(CKB)2550000000080669 035 $a(EBL)817419 035 $a(OCoLC)773580070 035 $a(SSID)ssj0000555520 035 $a(PQKBManifestationID)12242783 035 $a(PQKBTitleCode)TC0000555520 035 $a(PQKBWorkID)10519622 035 $a(PQKB)10788924 035 $a(MiAaPQ)EBC817419 035 $a(EXLCZ)992550000000080669 100 $a20160818h20122012 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 10$aSomeday rich $eplanning for sustainable tomorrows today /$fTimothy Noonan, Matt Smith 210 1$aHoboken, New Jersey :$cJohn Wiley & Sons, Inc.,$d2012. 210 4$dİ2012 215 $a1 online resource (316 p.) 225 1 $aWiley Finance 300 $aIncludes index. 311 $a0-470-92000-9 327 $aSomeday 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 327 $aCHAPTER 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; Index 330 $aTo truly be successful, today's financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith-two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financi 410 0$aWiley finance series. 606 $aFinance, Personal$zUnited States 606 $aFinancial security$zUnited States 606 $aFinancial planners$zUnited States 606 $aPortfolio management$zUnited States 606 $aFinancial services industry$zUnited States 615 0$aFinance, Personal 615 0$aFinancial security 615 0$aFinancial planners 615 0$aPortfolio management 615 0$aFinancial services industry 676 $a332.02400973 676 $a332.6 686 $aBUS027000$2bisacsh 700 $aNoonan$b Timothy$f1963-$01663095 702 $aSmith$b Matthew X.$f1961- 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910820164603321 996 $aSomeday rich$94020153 997 $aUNINA