Overview

AVOIDING THE UNTHINKABLE. How much thought have you given to your financial future? With impending pension problems and real issues arising surrounding Social Security, combined with Americans' longer life spans these days, planning for a secure retirement is more important than ever. But it can also be extremely challenging. A slew of complex laws surrounding retirement accounts, taxes, and leaving a legacy-not to mention financial products with enticing sales pitches specifically designed to highlight the positive and downplay the negative-make it hard to know how to best manage your money-and make it last. With all of that, establishing a secure retirement can seem like an impossible feat. But it doesn't have to be. From insights on how to maintain your standard of living throughout your retirement to managing your tax liability, transferring your assets to loved ones without exorbitant fees, and outsmarting marketing ploys developed to target your psychology and emotions, Retired, Rich, and Going Broke offers the advice you need to navigate your individual circumstances and achieve financial security for the rest of your life. With the help of this book and the expertise of author Conrad Tarte, you'll be well on your way to a comfortable-and confident-retirement.

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9781735111261

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CONRAD TARTE and his team at Continental Nine have always been dedicated to a primary goal: helping people. In fact, that's why Tarte got into financial management in the first place. When he founded his company, long before internet, he and his team began to look for the areas that had the largest effect on one's wealth, so they could provide the most help. They also decided to focus on a group in desperate need of that help-one that is often overlooked: retirees. He and his team knew that if anyone needed assistance, it was retirees-people who would have to make their money last for the rest of their lives, and hopefully provide for the next generation. That's who his company serves today, operating independently to provide complete objectivity and ensure they can always put their clients first. Continental Nine takes a family office approach, employing the same strategies ultra-wealthy families do-including the personalized and comprehensive attention they receive-for all of the company's clients. The result is thoughtful, thorough, and comprehensive support for everyone Continental Nine serves. With his first book, Retired, Rich, and Going Broke, Tarte and his team are here to help you too.

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