Thinking Outside The Money Box: The Best Concepts For A Worry-Free Retirement Are Off The Beaten Path - Couverture souple

Lumia, CFP, RMA, ChFC, CASL, Mark R.

Couverture souple

ISBN 10 : 1499238452 ISBN 13 : 9781499238457

Editeur : CreateSpace Independent Publishing Platform, 2014

Synopsis

Thinking outside the box is one of those catchphrases that started popping up in business conversations a few years ago. It is a colorful metaphor that means to think differently, unconventionally, or from a new perspectives. To think outside the MONEY box requires taking a fresh look at many of the financial challenges facing retirees in the 21st Century. Many investment strategies that worked in the decades of the 1980s and 1990s simply don't work today. And yet many, even in the financial advisory community, are still living in the past. In this book, you will find several specific examples of new-era strategies and concepts that solve the retirement challenges that are unique to baby boomers today. Thinking Outside the Box not only shines the spotlight of logic and rational thought on "mainstream" concepts that simply do not work anymore, but also provides the clear vision you need to see what does work and why. Endorsements “Mark Lumia has provided a much needed retirement security blanket. He shows you how to avoid bumps in the road ahead by planning with useful “What if” scenarios and examples. You'll also find a wealth of smart retirement income strategies to increase cash flow by optimizing your Social Security and retirement benefits, while minimizing taxes. The result is more income, less taxes, less investment risk and most important, less worry about retirement.” -Ed Slott, CPA Retirement expert and Founder of www.irahelp.com and www.theslottreport.com “Thinking Outside the Money Box will help baby boomers make a critical shift in the way they think about money. As boomers move from the accumulation phase of retirement planning to the distribution phase, they will face many issues they've never had to face before: how to maximize Social Security benefits, how to shelter retirement income from taxes, and that all-important question of how not to run out of money. Mark Lumia explains, through solid research and plenty of numbers, how boomers can navigate this new landscape and avoid making mistakes before it's too late.” -Elaine Floyd, CFP® Director of Retirement and Life Planning, Horsesmouth, LLC “Mark joins an illustrious group of RMA graduates who have written valuable books on retirement planning. In his book, he also refers to a paper published by fellow RMAs (Sean Ciemiewicz and Christine Russell) in the Retirement Management Journal (RMJ). Mark's additional insights, based on the paper, advance our collective understanding. I was particularly interested in his focus and clear explanations on the various types of annuities. This is another valuable book written by a fellow RMA and I am pleased to write this recommendation.” -Francois Gadenne Chairman of the Board and Executive Director Retirement Income Industry Association

A propos du livre

À propos de l?auteur

About the Author Mark was born in New Jersey and grew up in the Fort Lauderdale area of Florida where his first job was working at a fast food restaurant. In school, Mark excelled in math. To this day he views helping clients manage and preserve their wealth as a numbers challenge – one which he thoroughly enjoys. Mark believes that there is no “silver bullet” when it comes to a successful, worry-free retirement. Rather, it is built one brick at a time by making intelligent choices. His planning philosophy is purpose-based, which is another way of saying that money means different things to different people and no two individuals are alike. Mark believes that the most important financial aspect of retirement is a secure lifetime income. Mark Lumia is Founder and CEO of True Wealth Group, LLC, which has its headquarters in Lady Lake, Florida in an area commonly known as “The Villages.” He and his wife, Maryna, make their home in Ocala, Florida. They are parents to two sons, Ian and Liam, and a daughter, Mia. Mark started his career as a financial professional after leaving the University of Florida in 1989. He recognized that nothing gave him greater professional satisfaction than helping people preserve their wealth, retire with abundant income for the rest of their lives, and find ways to reduce their tax burdens. He formed True Wealth Group, LLC, and currently oversees a staff of four as Founder and CEO. Mark is a Certified Financial Planner® (CFP®), Retirement Management Analyst (RMA) a Chartered Financial Consultant® (ChFC®) , and a Certified Advisor for Senior Living® (CASL®). He holds numerous other licenses and credentials such as Series 6, 7, 24, 26, 63 and 65. He is a Master Elite IRA Advisor® and an Infinite Banking Concepts® Authorized Practitioner. He also holds a Real Estate License. While Mark specializes in retirement income planning, his office also helps clients with Medicare and Social Security planning.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 1499238452
• ISBN 13: 9781499238457
• Reliure: Broché
• Nombre de pages: 154
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg