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Author Liberante, Rich, author.

Title Climbing your way to wealth : how to navigate your retirement / Rich Liberante, CFP, CPA, Masters in Tax.

Publication Info. Charleston, South Carolina : Advantage, [2020]
©2020
Location Call No. Status
 95th Street Adult Nonfiction  332.024 LIB    DUE 04-30-24
 Naper Blvd. Adult Nonfiction  332.024 LIB    AVAILABLE
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Description 161 pages : illustrations ; 24 cm
Contents The lay of the land -- Life is tougher on this side of the mountain -- What will you retire to -- Decisions, decisions -- Creating a tax plan -- Getting the most from social security -- Net worth versus income -- Pensions -- Annuities -- Good debt versus bad debt -- Insurance -- Long-term care -- estate planning-- Holistic planning
Summary Most people spend their lives honing their ability to build wealth, not to distribute it. Retirement is a distinct part of the financial lifecycle and requires its own skills and knowledge to navigate it successfully. For the unprepared pre-retiree, this shift in focus can be abrupt and disorienting. What?s worse, we only get one shot at a successful, fulfilling retirement, and seemingly small mistakes can have outsized impacts. As Rich says, zyou don?t know what you don?t know,y and even people who manage to retire more or less without incident can wind up wasting lots of time and leaving money on the table. With more than two decades of specialized experience in retirement management, tax preparation, and estate planning, Rich Liberante has seen just about every scenario imaginable when it comes to entering retirement. In Climbing Your Way to Wealth, he discusses the most important (and often overlooked) elements that anyone approaching retirement needs to consider.
Subject Retirement -- Planning.
Finance, Personal.
Retirement income.
Wealth -- Management.
ISBN 9781642252286 (hardcover)
164225228X (hardcover)
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