Creating Calm Amidst The Storm: How to Have Retirement Certainty Even In Uncertain Times

by Phillis Sax Pilvinis

Overview

Worried about Wall Street? Feeling stressed about tax rates and where they're headed? Anxious about cracking your nest egg, or outliving your money? You're right to be concerned—the three legged stool of Social Security, pensions, and personal savings that our parents depended on is broken beyond repair.But don't panic; it's not too late to take control of your money, and your retirement, so you can enjoy the golden years you've worked so long and hard to get to. Wealth management expert and retirement and income planning specialist Phillis Sax Pilvinis tells you how, in this comprehensive, straight-talking guide to guarding and growing your retirement funds, even in this challenging climate.

You'll learn about…
• The three phases of money, and how to plan for each.
• Why the "one size fits all" approach to retirement planning, doesn't.
• What Wall Street doesn't want you to know.
• How to safeguard your money in the event of a catastrophic illness.
• How to choose the right financial advisor – and how to spot the wrong one.

Don't fail to plan; that's just planning to fail. You can't control a lot of things—the Stock Markets, the tax rates, rising costs of health care—but what you CAN control can make all the difference to how you live the rest of your life. Let's get started and create your calm amidst the storm!

Product Details

ISBN-13:	9781599323121
Publisher:	Advantage Media Group, Inc.
Publication date:	02/15/2013
Pages:	140
Product dimensions:	6.00(w) x 8.90(h) x 0.40(d)
Age Range:	18 - 10 Years

About the Author

PHILLIS SAX PILVINIS, President & Founder
A veteran and a pioneer of the financial services industry, Phillis Sax Pilvinis, CRPC®, founder of PSP & Associates, has been assisting the greater Phoenix and surrounding area Baby Boomers and retirees for over a decade. She specializes in the areas of retirement and income planning.

Phillis is a popular radio show host, published author and national presenter on the topics of income planning, 401(k) rollovers and advanced IRA tax reduction strategies.

Phillis has not only become a successful business professional in Arizona, as featured in Forbes Magazine, but she has also made great strides nationally as a woman in finance.

Table of Contents

FOREWORD
ACKNOWLEDGMENTS
INTRODUCTION Why This Book?
The Three-legged stool: Whatever You do, do Not sit on It
The Three Financial Phases: Assuring safe Passage to Retirement and Beyond
Taxing Times: do Not Pay More than Your Fair share
Catastrophic Illness: hope for the Best; Plan for the Worst
Don’t Risk Money You Can’t Aff ord to Lose
Fees: Get the Most Bang for the Buck
Income Planning the Right Way
Controlling What You Can in Uncertain Times
THE LAST WORD
USEFUL RESOURCES