Monday, October 19, 1987. Infamously known as "Black Monday," the market plunged 22 percent in a matter of hours - the largest one-day stock market decline in history. Just eleven months into his financial services career, Bradley Zucker watched in horror as family and friends lost most of their life savings in the biggest market crash (at the time) since the Great Depression - money he had helped them invest.
He walked away from Wall Street and shifted his focus to helping people who could not afford to gamble with their savings.
The result? Decades of hard-won industry knowledge and experience with the different tools and resources retirees and those nearing retirement need to live a long, comfortable retirement. Now, Brad is sharing those decades of wisdom with you in A Winning Retirement: Parlay Your Hard-Earned Nest Egg Into A Family Legacy.
Within these pages, Brad addresses some of the most common areas of concern and confusion many retirees face today, such as:The difference between a tax preparer and a tax advisor and why you need both
How to turn your savings into reliable income once you're no longer receiving a paycheck
When to seek help from a professional and what questions you should be asking
And much more
Brad is the President of SMA Wealth Management and has over three decades of experience helping people to and through retirement.