Someday Rich
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Someday Rich
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Odyssey in Paradise
Rich Larsen sails from the coast of Chile and into the islands of the Southseas. He is confronted with danger and adventure. He overcomes thieves, pirates, Soviet agents, and his own fears.
Damnation Spring
NATIONAL BESTSELLER Named a Best Book of 2021 by Newsweek, the San Francisco Chronicle, The Washington Post, and the Los Angeles Times “A glorious book—an assured novel that’s gorgeously told.” —The New York Times Book Review “An incredibly moving epic about an unforgettable family.” —CBS Sunday Morning “[An] absorbing novel…I felt both grateful to have known these people and bereft at the prospect of leaving them behind.” —The Washington Post A stunning novel about love, work, and marriage that asks how far one family and one community will go to protect their future. Colleen and Rich Gundersen are raising their young son, Chub, on the rugged California coast. It’s 1977, and life in this Pacific Northwest logging town isn’t what it used to be. For generations, the community has lived and breathed timber; now that way of life is threatened. Colleen is an amateur midwife. Rich is a tree-topper. It’s a dangerous job that requires him to scale trees hundreds of feet tall—a job that both his father and grandfather died doing. Colleen and Rich want a better life for their son—and they take steps to assure their future. Rich secretly spends their savings on a swath of ancient redwoods. But when Colleen, grieving the loss of a recent pregnancy and desperate to have a second child, challenges the logging company’s use of the herbicides she believes are responsible for the many miscarriages in the community, Colleen and Rich find themselves on opposite sides of a budding conflict. As tensions in the town rise, they threaten the very thing the Gundersens are trying to protect: their family. Told in prose as clear as a spring-fed creek, Damnation Spring is an intimate, compassionate portrait of a family whose bonds are tested and a community clinging to a vanishing way of life. An extraordinary story of the transcendent, enduring power of love—between husband and wife, mother and child, and longtime neighbors. An essential novel for our times.