Overview

Do you have a primary care approach to your finances? Or have you been seeing specialists : someone who manages your 401(k), someone who helped with your life insurance policies, another person who has talked to you about a will, someone who handles your taxes or, of course, possibly a handful of IRAs scattered at companies behind you? These pieces may be part of your picture for retirement income, but, like not having a primary care physician, a scattered approach could let important pieces fall through the cracks. Author Sam Foreman, president of Generations Financial Group, rounds up a variety of inspirations, from his background in hospital work to his experiences as a financial professional, to demonstrate the whys and hows of taking a primary care physician approach to your money. PCP Approach to Money is about how today's consumers can take steps toward having a comprehensive, coordinated approach to their retirement income plans.

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9781536895186

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Sam Foreman has been assisting seniors for over 29 years to build, preserve and protect their assets. He has assisted thousands of retirees and has helped many retiring from major firms such as Owens Illinois, General Motors, Ford, Chrysler, AT&T and General Mills. Sam has earned three degrees, including a Master of Business Administration. His experience ranges from health care services to financial services to education, which he pools to help those in or nearing retirement work toward their goals every day.

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