Overview

Investors are facing what could potentially become a financial crisis if they fail to make the best decisions today. Perhaps this helps to account for the surprising results of a recent survey that found one of every four retirees considers life in retirement to be worse than it was before they retired. The survey further showed that one of every three investors had lost trust in their advisor, while two thirds did not believe their advisor had done a good job of managing their assets during the last market downturn. This book is intended to help you understand the importance of some of the critical and essential issues of investment portfolio construction, as well as enlighten you on what to look for in an investment advisor and investment allocation. The success of your investments -- or lack thereof -- will end up affecting you and your familys lives far more than just the financial impact.

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9780985276508

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Reid S. Johnson is a noted wealth management advisor, author, consultant, and lecturer. For the past forty years, he has advised clients in the areas of investment, tax, retirement, insurance, and estate planning strategies, and has authored many financial servicesrelated books. Reid is the managing partner of Essential Knowledge Group, LLC, an educational group designed to educate and retool our returning veterans in financial and investment-related services. Reid is a big believer in education, having obtained fifteen degrees and certifications related specifically to financial services. Reid also served as an adjunct faculty member at the College for Financial Planning (CFP courses), the American College (CLU and ChFC courses), as well as an instructor at Parkland College, Champaign, Illinois, where he designed and later taught its first financial planning program.

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