Honest Conversations a book to help Americans have more productive conversations with their advisors to achieve financial independence. Mr. Rosenberg has been helping families and the businesses they own achieve their planning goals for over 35 years. As a product manufacturing and distribution executive, he worked directly with Portfolio Managers, Analysts, and thousands of financial planning professionals during the investment management process. This book helps the retail investing public focus on the best topics to spend their time on during planning sessions, as well as the most valuable questions to ask during these sessions. Through thousands of conversations with clients and other financial advisors, Mr. Rosenberg has come up with topics which are most salient for Americans to achieve financial independence.
Honest Conversations explains what a professional analyst and portfolio manager's jobs are, the hard-work and amazing skill set the due diligence process takes, and why this is relevant in the planning process for your family. Focus your time on building a solid plan to achieve financial independence, self-sufficiency, and address the goals which you can make impactful decisions on. Honest Conversations addresses topics the American public needs to focus on like Long Term Care Insurance (only about 3 1/2 % have it and over 70% will need it), Guaranteed income for Life Annuities (there are estimates that the Social Security Trust Fund will be depleted by the mid 2030's, so you will need to find another guaranteed stream of income for your lifetime), Roth IRA Conversions, and dozens of topics you should be discussing with your advisory team.
Great financial advisors are facilitators of relationships with other niche professionals to help clients achieve their planning goals, so pick your advisor team wisely. This book provides great insight into how the best financial advisors help their clients, as well as how the average American can ask better questions to achieve their financial goals.
外文書商品之書封，為出版社提供之樣本。實際出貨商品，以出版社所提供之現有版本為主。部份書籍，因出版社供應狀況特殊，匯率將依實際狀況做調整。
無庫存之商品，在您完成訂單程序之後，將以空運的方式為你下單調貨。為了縮短等待的時間，建議您將外文書與其他商品分開下單，以獲得最快的取貨速度，平均調貨時間為1~2個月。
為了保護您的權益，「三民網路書店」提供會員七日商品鑑賞期(收到商品為起始日)。
若要辦理退貨，請在商品鑑賞期內寄回，且商品必須是全新狀態與完整包裝(商品、附件、發票、隨貨贈品等)否則恕不接受退貨。
