Overview

ARE YOU PREPARED FOR YOUR RETIREMENT VOYAGE? If you're taking a vacation to Europe, you'll probably make a plan. You might book a flight, reserve hotel rooms, make travel arrangements, and create an agenda to ensure a successful trip. But why plan so much for a vacation and not for your retirement? A financial plan is your roadmap to retirement, and in The New Retirement Standard, financial planning professionals James Weiss and Loren Merkle share how you can craft a plan to protect your wealth and maximize your resources. You'll learn how to build a team of experts, handle taxes, manage risk, preserve your legacy, and--ultimately--follow your retirement roadmap to prosperity.

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9781599327174

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James Weiss is a Chartered Financial Consultant(R) and cofounder of Weiss-Merkle Financial LLC, with more than fourteen years of financial planning experience. He also received a bachelor of science degree in finance from Upper Iowa University as well as a master's degree in financial planning and services from the American College. James lives in Johnston, Iowa, with his wife and two children. Loren Merkle is a CERTIFIED FINANCIAL PLANNER(TM) and cofounder of Weiss-Merkle Financial LLC, with over seventeen years' experience. He obtained his bachelor's in business administration and management from Central College. Loren is passionate about mentoring others down a path to financial freedom.

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