PCP Approach to Money: Finding the Courage You Need to Control Your Own Retirement (Paperback) (ISBN-13: 9798649171663)

Do you have a "primary care" approach to your finances? Or have you been seeing "specialists": someone who manages your 401(k), someone who helped with your life insurance policies, another person who has talked to you about a will, someone who handles your taxes or, of course, possibly a handful of IRAs scattered at companies behind you? These pieces may be part of your picture for retirement income, but, like not having a primary care physician, a scattered approach could let important pieces fall through the cracks. Author Sam Foreman, president of Generations Financial Group, rounds up a variety of inspirations, from his background in hospital work to his experiences as a financial professional, to demonstrate the whys and hows of taking a "primary care physician" approach to your money. "PCP Approach to Money" is about how today's consumers can take steps toward having a comprehensive, coordinated approach to their retirement income plans.

Author: Sam Foreman
ISBN-10: 8649171664
ISBN-13: 9798649171663
Publisher: Independently Published
Language: English
Published: 06/08/2020
Pages: 178
Format: Paperback
Weight: 0.54lbs
Size: 9.02h x 5.98w x 0.38d