Retirement Smarts: Plan Well, Retire Well

Retirement Smarts: Plan Well, Retire Well

by Thomas Marshall


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Retirement Smarts: Plan Well, Retire Well by Thomas Marshall

It's a brave new world in financial planning. Old rules of thumb and ideas just won't work. The days of buying and holding investments are dead. You need to rethink your retirement approach.

We live in the age of information. In many ways, that's a wonderful thing. You can do your own research on a wide spectrum of investments on the web, just by doing searches on key topics such as annuities, IRAs, stocks, online newsletters, participating in discussion boards, and more.

However, it's easy to become overwhelmed with information overload. And when you read conflicting advice, it can get confusing. To complicate matters further, tax laws can change every year. This means the strategies your parents followed probably won't work for you.

You need to educate yourself. In this guide, I've distilled much of the financial information that is relevant to people approaching retirement today. As always, remember to consult a qualified financial planner to see how these ideas fit your specific circumstances.

Here's to your happy and prosperous retirement!

Thomas P. Marshall, MBA

Product Details

ISBN-13: 9781456314248
Publisher: CreateSpace Publishing
Publication date: 12/01/2010
Pages: 172
Product dimensions: 6.00(w) x 9.00(h) x 0.37(d)

About the Author

A well-known financial educator, Thomas P. Marshall is President and Chief Investment Officer of Virginia Estate and Retirement Planning Advisors, Inc., an independent, fee-based financial planning and investment advisory firm. His expertise is helping retirees and those soon to retire avoid common, costly financial mistakes. Tom has advised over 800 retirees and pre-retirees, including past employees of the U.S. Government, Wyeth Pharmaceuticals, DuPont, CSX Corporation, Dominion Resources, Capital One Financial Corporation, and many others. He has been assisting investors for over 14 years.

Tom is the former Chief Investment Officer of Gradient Investments, where he pioneered the use of tactical asset allocation based on economic cycles. Tom has also served as investment manager at Hickory Venture Capital, a $200 million venture capital and private equity fund.

Tom earned his Master of Business Administration degree from Vanderbilt University and graduated with Distinction from the Virginia Military Institute where he was commissioned in the United States Army, Corps of Engineers. Tom is also a graduate of the Venture Capital Institute.

Tom has lectured widely on financial topics and is a former lecturer at Vanderbilt University. Tom and his wife Cassie have two sons and live in Richmond, Virginia.

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