Throughout his career as a financial planner, Jim Black has been keeping notes: What are retirees biggest concerns? Which financial strategies are retirees benefiting from the most? What financial strategies are they overlooking?

When Jim’s father passed away, he decided to put everything together in a book where his mom could easily read it and understand it. His personal project resulted in a humorous and informative financial roadmap for retirees, his book: Happily Ever After, Retirement Doesn’t Have to be Just a Fairytale.

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