Index
A
accepting responsibility for actions, 28–29
adjusting
income for future inflation, 105–107
monthly financial needs for 25 years of 3% inflation, 205
advance planning, 62
advisors
attributes of, 123
brands, 123
asking about, 124–125
comparing several advisors, 125–126
gut reactions, 126
knowing what you want, 127
living with it, 128
choosing, 200
communicating with, 56–58
concern for clients, 129–139
expectations of, 141–145
asking for it, 145–147
know if you are getting it, 147–150
recognizing what is important to you, 145
relationships with, 129–139
telling you what not to do, 76–77
aggressive growth, investment objectives, 91–96
American culture, 100–101
asset allocation, 60–65
asset allocation plans, 113–115
asset gap needing to be ...
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