Overview

Wondering how to get the most money out of your retirement accounts without taking an exorbitant amount of risk? Free Money Guy radio personality, author, nationally known speaker and retirement planning guru Stephen Kelley reveals the secrets Wall Street hopes you never find out in this short but enlightening tome. You don't have to be eternal to be immortal, says Kelley. If every page is a gem, why the need to make it longer than it has to be? By keeping it short and easy to read I believe I am broadening its appeal, thereby helping more people. And that's the bottom line.

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9781502584618

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Stephen J. Kelley, CSA(R), is a Registered Investment Advisor, a respected financial and business consultant and founder of Safety First Financial Planners. For a quarter century he has helped individuals and organizations raise money, manage their finances and achieve best business and financial practices. A Certified Senior Advisor(R), Steve has for the past 10 years specialized in working with seniors and boomers who are either in or preparing for retirement, through his own financial planning practice and through financial planning workshops that he teaches at colleges throughout New England. Steve is the author of the book, Safe Harbors That Can Reduce Taxes, Remove Risk and Protect Your Retirement, available on Amazon.com. A former journalist, his work has been published in numerous books, newspapers and magazines. Along with his partner Mark Perkins, Steve can be heard several times a week on the regionally syndicated Free Money Radio Hour. In addition he writes a column, Main Street Money, for his hometown newspaper, the Nashua Telegraph and the Lowell Sun. Steve often says that his proudest achievement is that not one of his Safe Money clients has ever lost a dime due to market volatility or risk. He has built his practice on the premise, The most important thing you can do for a retiree is to keep their money safe. Everything else is secondary. Steve is the proud recipient of the 2013 and 2014 BBB Perfect Score Award as well as the 2011 and 2012 New Hampshire Magazine 5-Star Professional Wealth Manager award. Fewer than seven percent of wealth managers receive this award each year, based on a survey 65,000 high net worth individuals and 3,000 planning professionals in New Hampshire.

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