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The New Wealth Management, Workbook
The Financial Advisor's Guide to Managing and Investing Client Assets
by Harold Evensky Cfp, Stephen M. Horan, Thomas R. Robinson
Paperback, 240 Pages, Published 2010 by Wiley
ISBN-13: 978-0-470-62401-2, ISBN: 0-470-62401-9






Bloomberg Financial Ser.
Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52
by Harold Evensky, Deena B. Katz, Cfp Harold Evensky
370 Pages, Published 2010 by John Wiley & Sons
ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X

"What if a client is willing to accept lower real spending later in retirement, so that he can withdraw more money earlier in retirement? Alternatively, what if a client is willing to roll the dice on her investment returns, hoping that she's not affected by a major bear market in stocks during retirement? Let's explore these possibilities. Spending More Now, Less Later In The Prosperous Retirement: Guide to the New Reality (Emstco, ..."

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Thomas Robinson

Stephen Horan

Harold Evensky Cfp

Deena Katz

Harold Evensky


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Paperback

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