PCP Approach to Money

PCP Approach to Money
Author : Sam Foreman
Publisher :
Total Pages : 178
Release : 2020-06-08
ISBN 10 : 9798649171663
ISBN 13 :
Language : EN, FR, DE, ES & NL

PCP Approach to Money Book Description:

Do you have a "primary care" approach to your finances? Or have you been seeing "specialists": someone who manages your 401(k), someone who helped with your life insurance policies, another person who has talked to you about a will, someone who handles your taxes or, of course, possibly a handful of IRAs scattered at companies behind you? These pieces may be part of your picture for retirement income, but, like not having a primary care physician, a scattered approach could let important pieces fall through the cracks. Author Sam Foreman, president of Generations Financial Group, rounds up a variety of inspirations, from his background in hospital work to his experiences as a financial professional, to demonstrate the whys and hows of taking a "primary care physician" approach to your money. "PCP Approach to Money" is about how today's consumers can take steps toward having a comprehensive, coordinated approach to their retirement income plans.


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