Two of Pennsylvania’s Top Wealth Advisors, David Gollner and Sherri Marini, Co-Author New Book on How to Avoid Costly Retirement Mistakes
Feb 25, 2020
HERMITAGE, Pa., Feb. 26, 2020 /PRNewswire/ -- In a new book by David Gollner and Sherri Marini, retirees and others are educated against money mistakes and expensive retirement missteps.
Building wealth over a lifetime is one thing. Successfully planning, preserving, and passing on that wealth is another.
Business owners, executives, and professionals will gain wisdom and practical advice on how to enjoy a greater retirement and leave a lasting legacy in "Retire Abundantly," a new book co-authored by David Gollner, RFC®, MCEP® and Sherri Marini, CEP®, MPA.
"Protecting a lifetime of hard work is complex and fraught with many pitfalls without guidance from a specialist. Most don't understand that the rules to successfully plan, preserve, protect and pass on their wealth are very different than the rules needed to successfully accumulate that wealth," said David Gollner, Founder and CEO of Legacy Financial Strategies, Inc.
The new book educates those families with accumulated wealth against costly mistakes and little-known missteps that often derail the retirement lifestyle they planned, as well as spoil best-laid plans for a legacy.
Sherri Marini, V.P. of Legacy Financial Strategies, Inc., adds, "Business owners, executives or professionals who have successfully built wealth face very different retirement obstacles than the typical family. As a result of popular myths about money and wealth, many are unaware of very expensive mistakes that they may be making today, even those with a team of well-meaning advisors."
For example, Gollner adds, running afoul of IRS retirement account rules can cost a bundle. The Wall Street Journal reported that "Uncle Sam is about to get a lot tougher on individual retirement account mistakes—and that could trip up investors who aren't careful." The IRS levied over half a billion dollars in fines in just a two-year period for missed retirement plan withdrawals and contributions that break their rules.
The easy-to-read book is filled with practical principles and real-world examples. It begins by exposing how and why the financial and investment advisory industry has left many investors confused, along with common misconceptions that the industry and financial media have led the public to believe.
Further, it outlines the three major retirement mistakes and includes a very helpful section detailing twelve challenging retirement obstacles. The book concludes with solutions, including an enlightening case study that illustrates concepts outlined in the book. Readers will enjoy the real-world stories of failure and success, as well as how to take the next step in preserving their wealth.
David Gollner continues, "I have been helping hard working, succesful business owners, professionals, and other individuals preserve, protect and pass on their wealth since 1970. This book is part of our mission to educate people so they can upgrade their lifestyle and leave a greater legacy. That's why I want people to read this book."
About David Gollner, RFC®, MCEP® and Sherri Marini, CEP®, MPA
David Gollner, RFC®, MCEP®, is a nationally recognized Financial Educator, Author, Speaker and Wealth Advisor. As a Registered Financial Consultant (RFC®) and Master Certified Estate Planner (MCEP®), David, the Founder and CEO of Legacy Financial Strategies, Inc., and his team help business owners, executives and professionals preserve, protect and pass on their wealth so they can upgrade their lifestyle and leave a greater legacy.
Sherri Marini, CEP®, MPA, is a Financial Educator, Author, Speaker and Wealth Advisor. As a Certified Estate Planner (CEP®) with a master's degree, Sherri combines her unique professional training and experience with her passion to help people fully enjoy the fruit of a lifetime of hard work in her role as a Wealth Advisor and V.P. of Legacy Financial Strategies, Inc.
Media Contact:
David Gollner or Sherri Marini
(724) 983-1617
SOURCE David Gollner and Sherri Marini
More News
Val Chmerkovskiy enjoys 'cathartic' reunion with Carrie Ann Inaba on DWTS
Val Chmerkovskiy enjoyed a "cathartic" reunion with Carrie Ann Inaba and apologised to Jenna Dewan for causing "chaos" when he returned to Dancing With the Stars following his one-week suspension.
Cyndi Lauper recalls feeling 'embarrassed' by retail job
Cyndi Lauper has recalled her experience of working in a store during her younger years.
Christopher Lloyd stunned by Michael J. Fox casting
Christopher Lloyd has discussed working with Michael J. Fox in Back to the Future.
Connor Storrie set for Ghost Rider role
Connor Storrie is reportedly in line to play the villain in Ghost Rider opposite Ryan Gosling.
Miranda Lambert explains how 'misery' inspired her songwriting
Country star Miranda Lambert has opened up about her split from Blake Shelton.
Sophia Bush 'was pitted against other women'
Sophia Bush has recalled being "pitted against" other women during her younger years.
Body of Aussie model Sahara Ray released to her family ten days after sudden death
The update comes ten days after her death shocked the world.
Hollywood actor to play mushroom killer Erin Patterson
A limited drama series about convicted triple murderer Erin Patterson has been greenlit, with Emmy-nominated actor Melanie Lynskey in the starring role.
Weezer: American rockers returning to Aus in Feb 2027 for rock fest with Third Eye Blind, Fountains of Wayne
A mini festival of alternative pop rock will descend on RAC Arena in early 2027 headlined by a Grammy-winning American favourite.
Alan Jones’ teen accuser hits back at claim he invented kiss allegation
A man who was a teenager when he alleges Alan Jones kissed him has hit back in court against claims that he made it all up.
Zara Larsson: Swedish pop princess spotted soaking up sun at Cottesloe Beach before Perth show
How does an international pop star prepare for a show in Perth? By doing cartwheels on the shore and enjoying her lush life.
YOUR NEWS, OUR NETWORK.
Do you have Great News you want to tell the world?
Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.