Planning Together, For Tomorrow

A challenging medical need taught Traci Radmanovich a valuable financial lesson: savings, retirement accounts, and good jobs don’t constitute a financial plan. Only a plan is a plan. After a full recovery from the depletion of monetary assets and the sale of a home, Traci changed careers. Her family’s difficult experience coping with medical expenses provided her invaluable insights that could help others. She shifted from working in major medical insurance sales to helping people with long-term care planning strategies. In 2013, she founded PTFT Group, a financial planning firm. The acronym PTFT stands for Planning Together For Tomorrow. Traci’s goal is to move people beyond wealth accumulation through the creation of multiple plans to prepare individuals and families for whatever comes along in life. Her husband, John, offers services as an Investment Adviser Representative. In their book, Planning Together, For Tomorrow, Traci and John outline the importance of a multifaceted financial plan. The book denotes retirement considerations such as long-term care insurance, Social Security, annuities, RMDs, and Roth IRA conversions. Planning Together, For Tomorrow serves as a comprehensive how-to guide filled with strategies for today’s retirees.
ASIN: B0DK5GB219
VSKU: BVV.B0DK5GB219.G
Condition: Good
Author/Artist:Radmanovich, Traci|Radmanovich, John
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.