Practical, straight-forward guidance that puts money in its place. Now updated for 2015.Award-winning personal finance author and advisor Sue Stevens cuts to the heart of what you need to know about personal finance. Building on a 20+ year career of counseling individuals and groups at well-respected financial institutions including The Vanguard Group and Morningstar, Sue boils down what you need to know about building and managing personal wealth into concise, clear steps to success. Radiant Wealth covers what you want to know about completing and interpreting a Net Worth Statement as well as breaking down investment management into setting policy, finding the right asset allocation for your unique situation and following tips on monitoring and rebalancing your portfolio. You'll find clear financial strategies whether you are planning for a young family or navigating the complexities of a corporate executive, professional or business owner. Special attention is given to those planning for retirement as well as living in retirement covering topics like understanding retirement plans, thinking about Social Security and Medicare, long-term care insurance and much more. Radiant Wealth has been updated to include estate planning after the 2013 tax law change as well as covering topics like tax-efficient investing, countdown to retirement and estate planning for pets. To help you really absorb these life-changing concepts, the final chapter walks you through the most important takeaways in workbook style so that you can really think about what matters most to you. If you are trying to learn more about personal finance or understand the value created by a sound financial foundation, Radiant Wealth is the book for you!
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