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Offers a comprehensive take on financial planning-not just retirement savings and mutual funds, but also the importance of building an efficient plan that accounts for all the details Puts confusing topics, like 401(k)s and 529s, into everyday language-and shows readers how to avoid common pitfalls Explains what it means to be tax efficient-not just on this year's tax return, but from now through retirement Balances life quality in the present with saving for the future

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9781683506010

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In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).Brian has just completed the RICP designation (for Retirement Income) adding to other credentials earned along the way. In their first publication together, Brian Zeek and Dee Dee Brooks bring together years of planning experience, and many examples of proven wealth accumulation strategies, safe, reliable steps they take to meet their clients’ need to get them up the hill “accumulation” and, equally important, get them safely down the hill (efficiently distribute the dollars they have accumulated along the way). Lifelong students, Brian just completed his RICP (Retirement Income) designation, while Dee Dee squeezes in time to complete her CFP designation. She currently holds various certificationsincluding REBC (Employee Benefits) and RHU (Registered Health Underwriter).

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