Book description
Proven retirement investing advice designed to meet the specific needs of physicians, attorneys, entrepreneurs, and other professionals
In No One Loves Your Money Like You Do, financial guru Dr. James B. Jackson guides professionals through the challenge of retirement financial preparedness.
Unlike the typical audience for retirement planning guides, these professionals have the luxury of a healthy income and a decent-sized nest egg, but they have large, illiquid assets (in the form of their practice) and complex partnership agreements to navigate. Jackson distills his decades of experience as a CFP (previous to which he was a practicing dentist) into practical, friendly advice for anyone who needs a hand in planning their retirement.
Jim Jackson (Charleston, SC) is a Certified Financial Planner, who in the late 1980s founded Jackson Financial Co, Inc., a financial planning and registered investment advisory firm. As a partner in the newly formed JBJ Investment Partners, LLC, he continues to advise clients on investments and retirement planning, overseeing and managing assets for clients from coast to coast.
Table of contents
- Cover
- Title Page
- Copyright Page
- Dedication
- Contents
- Preface
- Acknowledgment
- Part One
- Part Two
-
Part Three
- Retirement Tools and Resources
- 6 Understanding the Market and Your Investments
- 7 Understanding Mutual Funds, Exchange-Traded Funds (ETFs), and Index Funds
- 8 Selecting and Managing Your Mutual Funds
- 9 Stocks and Bonds
- 10 Other Investment Options
- 11 Social Security
- 12 Finding the Right Financial Adviser and Investment Manager
- Part Four
- Conclusion: Putting It All Together
- Index
- About the Author
Product information
- Title: No One Loves Your Money Like You Do: The Ultimate Retirement Planning Guide for Business Owners and Private Practitioners
- Author(s):
- Release date: October 2014
- Publisher(s): McGraw-Hill
- ISBN: 9780071839396
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