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9780471738718

How Much Is Enough? Balancing Today's Needs with Tomorrow's Retirement Goals

by
  • ISBN13:

    9780471738718

  • ISBN10:

    0471738719

  • Edition: 1st
  • Format: Paperback
  • Copyright: 2005-09-05
  • Publisher: WILEY

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Summary

Questions concerning retirement savings abound, but the one question on everyone's mind is, "How much is enough to provide for the type of retirement I want?" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

Author Biography

DIANE McCURDY, CFP, is an experienced financial planner with more than twenty-five years of experience working with clients. She began by starting her own insurance agency, which expanded over time. McCurdy is now an elder planning counselor as well as a Certified Financial Planner. She is a member of the Million Dollar Round Table, a group of the top 30,000 insurance and financial service professionals from sixty-one countries. McCurdy has appeared frequently on TV and radio in Canada and more recently has been speaking to groups in the United States and elsewhere.

Table of Contents

Preface.
Acknoeledgements.
Introduction.
PART ONE: WHAT IS ENOUGH?
Chapter 1. Your Money and Yiur Life.
Chapter 2. Where it Goes.
Chapter 3. What You Want.
Chapter 4. What's Enough for You—The Magic Number.
PART TWO: GETTING ENOUGH.
Chapter 5. Getting On Track.
Chapter 6. Finding Financial Advice.
Chapter 7. How to Make Your Money Grow.
Chapter 8. Retirement Plans.
Chapter 9. Ages and Stages.
Chapter 10. The Entrepreneurial Option.
Chapter 11. I've Got Enough—Now What?
Chapter 12. Estate Planning.
Chapter 13. Twenty Thoughts to Help You Stay on Track.
Appendix A: Registered Plans.
Appendix B: I've Got Enough—Now What?
Appendix C: Estate Planning.
Appendix D: Financial Planning Professional Designations.

Supplemental Materials

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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