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"5 Steps To Retirement Planning" E-Book
Free 5 Steps To Retirement Planning E-Book
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5 Steps to Retirement Planning
Actions You Can Take to Achieve Your Retirement Goals
- Financial Planning: Create a written plan to achieve your retirement goals.
- Tax Planning: Implement strategies to minimize taxes before and after retirement.
- Estate Planning: Ensure your assets are distributed according to your wishes.
- Lifestyle Management: Live your best life by pursuing hobbies and staying socially active.
Meet Louis Green, CFA®, CFP®
Louis is dedicated to helping clients navigate their financial lives through long-term planning and comprehensive wealth management. He specializes in serving attorneys, business executives, retirees, and trustees, incorporating behavioral finance to help clients avoid emotional mistakes during financial upheavals. His approach addresses daily liquidity needs, retirement income goals, and long-term legacy planning.
With advanced certifications, including Chartered Financial Analyst® (CFA®), Certified Financial Planner™ (CFP®), Louis provides experienced advice in cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.
Inspired by his father’s work as an accountant and influenced by investors like Warren Buffett, Louis began his financial career in 1997 at Bankers Trust. After its acquisition by Deutsche Bank, he worked as a portfolio analyst and manager before joining PNC Wealth Management in 2015 and UBS in 2020. He joined Savvy Advisors in 2024
He holds an M.B.A. in Finance from Zicklin School of Business, Baruch College, and a B.A. in English from St. Francis College, Brooklyn, NY.
Louis Green is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Advisory services available from Louis Green are offered by Savvy Advisors. “5 Steps To Retirement Planning” (“E-Book”) is not endorsed by Savvy Advisors, nor did Savvy Advisors produce the content shared in the E-Book. The views and opinions expressed in the E-Book are those of Louis Green and do not necessarily reflect the views or positions of Savvy Advisors. Information contained in the E-Book has been obtained from sources believed to be reliable, but are not assured as to accuracy. To learn more about Savvy Advisors and Louis Green, please visit our website.
Who should read this book?
Preparing for Retirement
- Pre-retirees
- New retirees
- Business owners
- Executives
- Employees nearing retirement age
Financially Savvy Individuals
- High-net-worth individuals
- Investors
- Tax-conscious individuals preparing for retirement
- People managing multiple retirement accounts
- Professionals with stock options or restricted stock units
Legacy and Estate Planners
- Families planning for legacy and estate distribution
- People concerned about long-term care
- Beneficiaries managing inheritance
- Caregivers assisting aging parents with financial planning
- Individuals seeking to optimize Social Security benefits
Have Questions?
Frequently Asked Questions
Here are some frequently asked questions about the "5 Steps to Retirement Planning" ebook to help you understand how it can guide you through the essential steps for a secure and enjoyable retirement.
Who is this ebook for?
This ebook is designed for pre-retirees, retirees, investors, business owners, and individuals seeking to optimize their financial planning, investments, tax strategies, estate planning, and lifestyle management for a smooth retirement.
What topics does the ebook cover?
- Financial Planning: Crafting a solid retirement plan
- Tax Planning: Pre- and post-retirement tax strategies
- Estate Planning: Ensuring your assets are distributed according to your wishes
- Lifestyle Management: Living your best life in retirement
Will this ebook help me with estate planning?
Yes, one of the main sections focuses on estate planning, offering guidance on wills, trusts, beneficiary designations, and tax considerations for legacy planning.
Does it address tax planning?
Yes, the ebook covers key tax strategies, including Roth conversions, tax loss harvesting, and tax-efficient distribution planning, helping you minimize your tax burden in retirement.
How will this ebook help me with my retirement planning?
It provides step-by-step guidance on essential financial decisions, tax-saving techniques, estate planning tips, and how to manage your lifestyle in retirement, all designed to help you create a more comfortable and stress-free retirement.
Is this ebook suitable for someone just starting to think about retirement?
Yes! Whether you're just starting or already retired, this ebook offers valuable insights and practical steps for planning and optimizing your retirement.
Can I use this ebook if I already have a financial planner?
Absolutely. This ebook complements the work you're doing with your financial planner by providing additional tools, tips, and strategies to optimize your plan and ensure you're on the right track.
How do I use the steps provided in this ebook?
Each chapter offers practical steps and checklists that you can follow or discuss with your financial advisor to ensure you're implementing the right strategies for your retirement goals.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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