Get Retirement-Ready

Download or read book Get Retirement-Ready written by Tony Drake and published by Independently Published. This book was released on 2022-11-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: After contributing regularly to a 401(k) or watching the market rise for decades, many people enter the final years of their career thinking they've got everything theyneed to leave the working world with confidence.But proper retirement planning takes so much more than that. With twenty years of experience as a financial professional, Tony Drake, CFP(R), the founder and CEO of Drake & Associates, LLC, has met far too many people who overlooked important aspects in their financial strategies. He wrote his first book, Get Retirement-Ready, to address some of these shortcomings and help readers preparefor a life of fulfillment once they're done working. Using a five-step Retirement-Ready Roadmap, Tony and his team look beyond account values and the typical calculations to truly hit on all areas of financial planning. In addition to the investments and income so many people focus on, Drake & Associates also takes into consideration each client's healthcare, tax strategies, and family. Written in easy-to-understand language designed to simplify complex financial concepts, this book serves as an introduction to the strategiesTony has used to help hundreds of people use their hard-earned savings wisely. Every journey is easier with a roadmap, and by following Tony's directions, you too can Get Retirement-Ready.