Watts on Wealth: Tax and Investment Strategies for Confidence in Retirement - Couverture souple

Watts, J. Barry

Couverture souple

ISBN 13 : 9798324964726

Editeur : Independently published, 2024

Synopsis

The sudden death of his grandad jolted young Barry Watts to first contemplate retirement planning nearly two decades before he even knew that was a thing. The loss of the family patriarch and fishing buddy left him wondering “what will Granny do?” From that question was eventually born a career helping people be certain they had the financial resources to navigate all of life’s final chapters confidently.

That vivid memory motivates Barry to help people develop strategies and solutions that secure them financially and improve the chances of their money lasting a lifetime. But those solutions don’t lie in just financial accounts and numbers on a page. They breathe life into the retirement dreams on your bucket list.

In his book, Watts on Wealth: Tax and Investment Strategies for Confidence in Retirement, Barry reveals key concepts that influence retirement success. With downhome charm traced to his roots in the rural Ozark hills, Barry detangles the complexities associated with retirement planning.
He explains the comprehensive planning process, Six Steps to Retirement Confidence, that his WealthCare Corporation team follows when working with clients. The components include:

• Income to Age 100
• Tax-Free or Tax-Minimized
• Principal Protection
• Long-Term Care & Medicare
• Legacy Planning
• Annual Strategy Visits Keep You on Target

The passion Barry maintains for serving others is crystal clear as he conveys his steadfast belief that wealth advice should be personalized, allowing Americans to retire with confidence, age with dignity, and leave a lasting legacy for family.

Détails de l'édition

• Éditeur: Independently published
• Date d'édition: 2024
• Langue: anglais
• ISBN 13: 9798324964726
• Reliure: Broché
• Nombre de pages: 157
• 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