Merriman’s Guide to Living Fully in Retirement
How to Feel Comfortable Spending and Giving More
Geoff Curran, CPA, CFA, CFP®
Discover what is means to actually have “enough,” and learn to recognize the traits of “financial immortality.” Spoiler alert: It’s not as great as it sounds!
You may very well be among those who can literally afford to spend more on the things you enjoy while also sharing your wealth with the causes and people that matter to you most.
Written with you in mind, Geoff Curran and fellow Merriman Wealth Advisors share illustrative anecdotes and insight about people who deal with guilt, indecision, and fear about spending their money. Having adequate financial means should provide a sense of freedom, though it’s often clouded by the shoulds and what-ifs. This book will challenge those doubts and show you a path to financial satisfaction through strategic planning.
We are also happy to offer you THREE other Merriman Guide eBooks, all part of a series to help illuminate your way forward no matter where you are on you financial journey. Enjoy exploring:
Merriman’s Guide to Social Security and Medicare
Merriman’s Guide to Reducing Your Tax Bill
Merriman’s Guide to the Home Buying Process
MEET THE AUTHOR
Geoff Curran, CPA/ABV, CFA, CFP®
Geoff has a passion for continuing education and loves to share his knowledge and experience with everyone around him. He was inspired to write this new eBook after witnessing over and over again just how hard it can be for retirees to feel comfortable spending the resources they’ve worked so hard to build up.
His goal is to help families achieve their most important goals and prepare for a meaningful and fulfilling retirement.
Learn more about Geoff, or schedule a meeting with him here.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.