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Starting with Planning Basics

Dana Anspach

Chapter Chapter 2 in Control Your Retirement Destiny, 2013, pp 17-48 from Springer

Abstract: Abstract I worked in a CPA firm for several years. One year, one of the managing partners announced he was leaving. Knowing I was responsible for financial services at the firm, and thinking I might be interested, he stopped by a few days after the announcement to tell me his story.

Keywords: Social Security; Credit Card; Coverage Ratio; Social Security Benefit; Fixed Income (search for similar items in EconPapers)
Date: 2013
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-1-4302-5023-4_2

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DOI: 10.1007/978-1-4302-5023-4_2

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