Unlock Your S.M.A.R.T. Plan: A Comprehensive Guide to Retirement in Louisiana - Tapa blanda

Sinopsis

After a successful thirty-five-year career with Exxon, Christy Smith’s father thought he’d done everything right to prepare for retirement. He and his late wife had built a stock portfolio in their 401(k). He also took the lump sum from his pension and rolled it into an IRA.

Unfortunately, not long after retiring at age fifty-eight, he quickly realized that an investment portfolio was not the same thing as a retirement plan. He turned to his daughter for help, changing both their lives and her career path.

Although she’d been working with seniors, specializing in Medicare and long-term care insurance, Christy was now determined to help others avoid the same predicament as her father. Her work as the founder of Presley Wealth Management inspired Christy to write this comprehensive guide for retirement, Unlock Your S.M.A.R.T. Plan: A Comprehensive Guide to Retirement in Louisiana.

The book centers on diverse strategies encompassing many retirement considerations that Christy has examined in her twenty-seven years as a financial advisor.

A wealth of experiences prompted Christy and her team to develop the S.M.A.R.T. plan, which helps clients recognize different aspects of retirement.

S. Sources of Income
A written account of the funds you’ll need to cover retirement expenses
M. Medical and Health Care
Optimizing Medicare coverage while developing strategies to cover long-term care needs
A. Advanced Financial Planning
Helping you make informed decisions so you can enjoy life and leave a legacy
R. Risk Management
Strategies to limit investment losses and keep you on track regardless of market conditions
T. Tax-Efficient Strategies
Proactive steps to help save money on taxes, a major retirement expense

Note: The S.M.A.R.T. Plan was devised by David Brooks of Retire SMART, LLC.

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