San Ramon Financial Advisors: Retirement, Estate, Tax & Wealth Management
RESOURCES | E-BOOKS
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Topic-specific deep dives into areas like
retirement planning, estate planning & more
retirement planning, estate planning & more
The 4 Keys to a Smart Retirement Plan
The #1 concern we hear from both prospective and current clients is they are afraid of running out of money. Given what has taken place in the stock market in just the past 2 decades, their fears are justified.
In the first e-book of our planned series, we’ll dive into 4 components of a smart retirement plan that will allow you to sleep well at night:
- Protecting your nest egg
- Coordinating streams of income
- Taxes, taxes, and taxes
- Smart planning (aligning the pieces to work in tandem)
While there are plenty of relevant thoughts and suggestions for folks at any stage of their lives & careers, this is a 15-page book that was specifically written for those of you who are likely within 5-10 years of retiring and starting to think about moving the pieces around to transition from saving for retirement to actually retiring.
Additional E-Books Coming Soon
If you’d like us to send you a quick email as we add additional e-books, sign up for our mailing list below and we’ll do just that. We’ve also written a number of shorter articles in The Summit Wealth Financial Blog.