Bibliograph

Scary business, investing the sudden large lump sum, William S. Young

Type

Label

Scary business, investing the sudden large lump sum, William S. Young

Language

eng

Index

index present

Literary Form

non fiction

Main title

Scary business

Oclc number

1112153882

Responsibility statement

William S. Young

Sub title

investing the sudden large lump sum

Summary

"Dreaming and reality are different. When we dream about coming into a Sudden Large Lump Sum of money, it's all about things we would buy or having the freedom to retire. But in the real world, what it more frequently brings is stress, worry and concerns. This book deals with how to manage the situation by working with a qualified financial planner. It's designed to help people set up the financial side of their life to be relatively stress free and not particularly time consuming. If you have other interests in life besides finance, this may be the ideal approach for you"--Dust jacket

Table Of Contents

Chapter one. The sudden large lump sum (SLLS) -- Chapter two. Selecting a financial planner -- Chapter three. The financial plan -- Chapter four. The investment portfolio -- Chapter five. Why active management? -- Chapter six. Dealing with a bear market -- Chapter seven. Annuities -- Chapter eight. Charitable intent and donor-advised funds -- Chapter nine. ESG considerations -- Chapter ten. Legacy planning -- Chapter eleven. The annual review. -- Appendix. Questions to ask a potential financial planner

Target audience

adult

Creator