(Lowell Pratt, President of Burney Advisor Services) Few of my parent’s generation invested in stocks. Most worked for companies that provided pensions and socked their savings away in banks. During my generation pensions were replaced by 401(k) plans and overnight, regular people had to become effective investors. As expected, many failed and now those “thrown into the deep end” souls are retiring with inadequate resources. The purpose of this book is to address that.
Read the whole thing here.
January 22, 2023
More Articles
National Advisors Trust: Optimize Readiness by Integrating Financial & Estate Planning
When it comes to protecting your assets, minimizing your tax liabilities, and securing your clients' legacy, financial and estate planning should always be a joint consideration. An integrated approach ensures you have a plan to preserve and grow their wealth while providing peace of mind that their affairs will be managed according to their wishes.
Bank Of America: Nearly One-Third Of Low-Income US Households Are Living Paycheck To Paycheck
More Americans are living paycheck to paycheck, largely because lower-income earners spend most of their money to cover essentials.