Bill Billimoria has seen a thing or two in his 25 years as a financial advisor, so he decided to put pen to paper. The result is "On Golden Pond ...or up the creek?" an easy-to-read financial self-help book for those looking to make the right retirement choices.
Using humor, stories and sound, practical advice, Billimoria lays out the pitfalls that await too many clients.
"What I'm finding is that many people that are in retirement are buying the book for their children and grandchildren," he says. "As we all know, it's never too early to begin comprehensive retirement plan."
Topics include taking full advantage of estate tax laws, updating wills and trusts and what to do with a client that's reluctant to make the tough decisions.
For more information visit www.goldenpondretirement.com.