Someday rich : planning for sustainable tomorrows today /

"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planne...

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Bibliographic Details
Main Author:	Noonan, Timothy, 1963-
Other Authors:	Smith, Matthew X., 1961-
Format:	eBook
Language:	English
Language Notes:	English.
Published:	Hoboken, NJ : Wiley, 2012.
Series:	Wiley finance series.
Subjects:	Finance, Personal > United States. Financial security > United States. Financial planners > United States. Portfolio management > United States. Financial services industry > United States.
Online Access:	Connect to the full text of this electronic book

Table of Contents:

Someday Rich; Contents; Foreword; Preface; Acknowledgments; Introduction; CHAPTER 1 Time for a Real Conversation; CHAPTER 2 How We Got Here; CHAPTER 3 The Right Clients; CHAPTER 4 Connecting the Dots; CHAPTER 5 The Personal Asset Liability Model-Funded Status; CHAPTER 6 The Personal Asset Liability Model-Investment Plan; CHAPTER 7 Making a Good Business of Giving Good Advice; CHAPTER 8 Investor Archetypes; CHAPTER 9 Tripping Over the Finish Line; CHAPTER 10 On Shaping One's Future; CHAPTER 11 Building a Simple and Powerful Solution for Retirement Saving-Russell's Approach to Target Date Funds
CHAPTER 12 Investment Aspects of Longevity RiskCHAPTER 13 Mismeasurement of Risk in Financial Planning-A Lesson in Risk Decomposition; CHAPTER 14 Modern Portfolio Decumulation-A New Strategy for Managing Retirement Income; APPENDIX A Lessons Learned from Retirement Income Research; APPENDIX B The New Language of Retirement; About the Authors; Index