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How Much Is Enough  Balancing Todays Needs with Tomorrows Retirement Goals

Average rating: 4/5

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How Much Is Enough Balancing Todays Needs with Tomorrows Retirement Goals

by Diane McCurdy

John Wiley & Sons | August 22, 2005 | Trade Paperback

Questions concerning retirement savings abound, but the one question on everyone's mind is, "How much is enough to provide for the type of retirement I want?" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

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Reviews

    • Was this review
      helpful to you?

    Wow - this book unravels the mystery of why finances ruin relationships and how to understand and work through challenges with loved ones where money is concerned. The Appendices are written especially for us Canadians to help us better understand RRSP’s and estate planning. I found this book informative, motivating, entertaining and easy to read!

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      helpful to you?

    Rating: 2/5

    Basic, mostly American

    Ross Pezzack

    5 years ago

    Good basic information but more written for Americans than Canadians. There are a few references to Canada but if you want a retirement book look elsewhere if you are Canadian. Disappointing because I expected the author to write for Canadian situations.

Details

From the Publisher

Questions concerning retirement savings abound, but the one question on everyone's mind is, "How much is enough to provide for the type of retirement I want?" How Much Is Enough? provides the answer by helping readers build a customized plan. Author and financial planning expert Diane McCurdy clearly explains how to save on taxes and invest wisely, so that readers can find the money they need to reach their retirement goals. Readers will also learn how to comfortably work with financial advisors and manage the investments needed for retirement. Filled with in-depth insight and practical advice, How Much Is Enough? is a refreshing approach to defining retirement goals and building a personalized plan to reach them.

From the Jacket

Praise for How Much Is Enough?

"How Much Is Enough? gives you a practical, goal-oriented approach to looking ahead and working through your finances. The result is a non–anxiety producing method that works and sticks . . . you''d be nuts not to take advantage of it."
—Josh Gordon, bestselling author of Selling 2.0

"A great book about protecting your retirement funds and your future."
—Frank W. Abagnale, bestselling author of Catch Me If You Can "The most straightforward, easy-to-understand book I have ever read on financial planning. A must-read for anyone interested in a secure financial future."
—Richard H. Sullenger, The Sullenger Financial Group

"A useful guide to making your money grow—simply written, well thought out, and right to the point."
—Peter C. Newman, author and columnist for Maclean''s magazine

"The attitude quiz alone is valuable. It not only helps you achieve a clear understanding about where you are and where you need to go financially—but personally too."
—Jeff Dowle, Executive Vice President, HSBC Bank

About the Author

DIANE McCURDY, CFP, is an experienced financial planner with more than twenty-five years of experience working with clients. She began by starting her own insurance agency, which expanded over time. McCurdy is now an elder planning counselor as well as a Certified Financial Planner. She is a member of the Million Dollar Round Table, a group of the top 30,000 insurance and financial service professionals from sixty-one countries. McCurdy has appeared frequently on TV and radio in Canada and more recently has been speaking to groups in the United States and elsewhere.

Trade Paperback

272 Pages, 15.65 x 22.95 x 1.83 CM

August 22, 2005

John Wiley & Sons

English


0471738719
9780471738718

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