Most books offering financial planning advice focus on specific issues. Joseph C. Conroy’s book takes a different, more useful approach. Each chapter focuses on a different decade of an investor’s life, highlighting the important financial-planning decisions that are most likely to occur during those years.
For instance, the chapter on The Early 50s addresses these issues creating a budget that helps you pay for your child or children’s college; understanding the implications of 401(k)/retirement plan loans; and facing career realities. In addition, Joe explains his Buckets strategy, which he has used with hundreds of investors to help them better prepare for their retirement.
This new approach helps investors better evaluate where they are in their financial planning life and how best to use their resources to build toward retirement and other key financial milestones.
Joe colors practical, actionable financial advice with stories about clients who have faced the same issues he is writing about. He gives readers not just a checklist of good financial advice, but sound reasoning behind such actions. As a result, readers of this book are more likely to understand the why’s and how’s of financial planning better.