Publisher's Synopsis
Pete Benson and Jon Maxson are Financial Advisors at Beacon Capital Management, the firm they started 15 years ago. Beacon is a full-service Wealth Management firm based in Cool Springs area of middle Tennessee and serves clients within about a two hour radius of that office. Though Beacon works with clients of ALL ages, the vast majority of their clients fall within the age 50-70 range. What Pete and Jon have found is that for that age group, they are more concerned about protecting their money and getting a reasonable rate of return than they are about aggressively growing their investment nest egg. In this book they share ideas and strategies on building a custom retirement roadmap, reducing fees and taxes where possible, investing with a bias towards income, and much, much more. If these are important financial topics for you, the book you are holding in your hand will be extremely helpful to assist and guide you in 'maximizing your money' in 2016.
