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“The Principled Wealth Strategy®: Seven Core Principles of a Wealth Strategy Plan”
What do you see yourself doing when you retire? Do you want to travel and pursue personal dreams or live simply and leave a legacy for your children? Is your retirement plan robust enough to handle changes in health, major financial events or the death of a spouse?
These are serious questions. Answering them shouldn’t be left to chance, especially in a world where retirement can last decades.
In “The Principled Wealth Strategy®,” learn about seven essential aspects of wealth management and their applications to retirement planning, including investment and tax planning, maintaining or even improving your lifestyle during retirement, and preparing for unexpected events.
Each chapter includes straightforward explanations of core retirement planning concepts, all supported by revealing stories emphasizing the consequences of financial planning decisions.
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