Longmont financial advisor Frank Oliver publishes his first book, Your T.I.M.E. is Now
LONGMONT, CO, UNITED STATES: Longtime community pillar Frank Oliver recently published Your T.I.M.E. is Now: Understanding how taxes, income, money and estate issues can affect your retirement.
As the founder of Oliver Asset Management, Frank has always had a passion for helping others with finances; getting his thoughts on paper in book format allows him to impact even more individuals with something vital for their future—and often neglected, preparing for their retirement.
Oliver Asset Management offers a full array of financial and retirement services including financial planning, investment management, insurance, tax strategies and beyond. What separates Oliver Asset Management from other financial firms is their belief of four critical factors that often go overlooked in an individuals’ retirement plan. Those elements are Taxes, Income, Money and Estate, otherwise known as T.I.M.E., Frank’s signature process.
Those 50 years and older should become more informed and consider how T.I.M.E. can impact finances. “Taxes, Income, Money and your Estate are intertwined and may affect potential income needed to support desired retirement lifestyles. The timing involved in withdrawing from investment or retirement accounts along with engaging in Social Security benefits can be cumbersome. Strategies to capitalize and retain more of your hard-earned retirement assets can be overlooked. We help pre-retirees and retirees develop long-term budgets, manage health care expenses and mitigating these risks,” said Oliver.
