Why work forty years for a retirement that lasts only ten? Between recessions, inflation, market fluctuations, and the advancing ages of the Boomers and Gen X, many Americans are concerned about their retirement savings and wealth management for their children and grandchildren. How much will I need to save? What investment vehicles are best? What will my income be after I stop working? Is it too late to start building generational wealth?
Those are all excellent questions, but none of the answers address your core values.
In The Balanced Wealth Approach, CFP® and wealth manager Tom Hine reframes the retirement discussion by emphasizing healthcare as well as wealthcare. Tom invites readers to reconsider what living a rich life truly means.
Tom Hine is the founder of Capital Wealth Management in Connecticut with over thirty years of experience in the financial services industry. He is a Chairman-level advisor (top 4 percent) at Commonwealth Financial Network, the country’s largest privately held broker/dealer, which has approximately $273 billion in assets under management.
"How many of you check your health and wellness regimen as often as you check the status of your 401(k)?”
This book will provide the tools you need to look after your health and wellness as diligently as you keep tabs on your money, both now and for the future. If you have both, your retirement years can bring you enjoyment and fulfillment. Now, let’s see how to get there.
The Balanced Wealth Scorecard™ is where you can begin tracking your standing in the areas of sleep, diet, stress, and exercise as well as risk tolerance, retirement income, and investment review. Your financial advisor can be your accountability partner for how you are doing on these metrics, and the scoring will help you determine when it’s time to make an appointment with a doctor, nutritionist, or financial planner.
Think bigger with your wealth and your health, and set your sights on a vibrant, active, enriching life well into your nineties and beyond!