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You're Retired...Now What?: Discovering & Funding Your Purpose-driven Retirement

Hardcover
$24.99
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Countless books have been written about planning for retirement. This one is about managing your wealth during retirement.
The shift from work to retirement changes things. Maximizing the impact of your money-for yourself, your family, and the causes you care about-requires thoughtful, strategic management.
This book shares strategies I apply every day in serving retired clients with at least $1 million to invest-strategies I carefully tailor to each client's goals. I've developed the abi...