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Advising the 60+ Investor: Tax and Financial Planning Strategies by Darlene Smith,

Advising the 60+ Investor: Tax and Financial Planning Strategies by Darlene Smith,
Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is sky-rocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients’ individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.



Plan Right for Retirement with the Grangaard Strategy
Plan Right for Retirement with the Grangaard Strategy
Explaining how to create a life-long financial plan, this practical guide to retirement planning offers advice on how to calculate how much income will be needed for retirement, how to make the most of 401(k) plans, how to consider the retirement value of current assets, and how to evaluate and set up future saving and investment programs. Original.



Genworth Financial - Genworth Financial is a financial services organization that offers of a portfolio of primarily consumer focused products, including life insurance, retirement income and investments, long term care, employer benefits, mortgage insurance and payment protection insurance. Genworth Financial is headquartered in Richmond, Virginia, and employs over 7,000 people in 22 different countries.

Financial advice - Financial Advice is advice given in relation to financial matters such as investing, insurance, saving and retirement planning.

Registered Retirement Savings Plan - A Registered Retirement Savings Plan or RRSP is a Canadian investment account that provides some tax benefits for saving for retirement in Canada. RRSP refers to a provision in the Income Tax Act that allows a person to shelter financial property from taxes.

Financial planner - Financial planners are professionals who perform a variety of services for their clients. A few of these services are investing, insurance, tax strategies, and general retirement planning.



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