The ONLY Investment Book You Really Need!

Purpose-Based Investing for Your Retirement with Steps and Strategies to Help You

This book begins with the idea that when we reach the age of 50, we need to change from a portfolio filled with stocks and growth investment strategies to step-by-step strategies to build out your retirement income.

This book begins with the idea that when we reach the age of 50, we need to change from a portfolio filled with stocks and growth investment strategies to step-by-step strategies to build out your retirement income.

What to Expect

Wisdom is the development of understanding and knowledge. It is wasted if what has been learned and understood is not applied to actions and strategies. I wrote Common-Sense Income Strategies out of a sense of duty to impart my three decades of experience as a CPA/financial advisor to a broad audience. It is written so readers can quickly benefit from seldom discussed strategies and proven common-sense approaches to retirement investing.

You will be taken through many interesting twists and turns both in my personal experience and actual market movements of supposedly “conservative investments”. As you move through the pages and discover the events that bolstered my knowledge, you will be moving along a path to increase your own wisdom. With that enhanced wisdom you will uncover why “common-sense” investments are being ignored as we fact-check Wall Street. You’ll then explore some of your own strengths and how to use them combined with methods to avoid being trapped.

The strategies to maximize your retirement and things for you to do right now will be made crystal clear. Avoiding the temptation to do what has caused so many so much pain in the past will also be easy. With your new found knowledge and wisdom you’ll have a full understanding. You will more comfortably focus only on success toward your goal and sensible strategies to take you safely there.

Page 4

Need for paradigm shift in the “Retirement Red Zone”

Page 18

The Conflict of interest that exists between CEO’s and customers

Page 35

Averages only reveal part of the story and the whole truth can dramatically change the picture and your investment strategy

Page 78

What would you do? Performance vs. Purpose based investing

Page 141

What to consider in the strategy shift. It’s more than just income
Virtual Meetings Available – Schedule a Complimentary Consultation

Send Us A Message