Lessons Learned at the Shore: A Journey Through Retirement - Paperback

Spending time at the beach is a fulfilling experience; with each new visit, you might learn about nature, about life, about yourself. At least, this is true of author Roy Laux, a longtime professional in the financial services industry.Stripping away the jargon and complexities that typically fill financial spaces, Roy has taken his decades of vacationing at the Jersey Shore and turned them toward finance. In "Lessons Learned at the Shore," he creates a colorful metaphor from which readers may glean how to pursue "off-season" planning for their finances and prepare for the longest vacation they'll ever take: retirement.Roy Laux is a former displaced Pittsburgh steelworker with more than thirty years of experience in the investment and insurance industry. As president of Synergy Group, he has helped thousands of retirees and pre-retirees develop successful retirement strategies through his simple, yet powerful, approach.In his spare time, Roy likes spending time with his wife, Cindy, and his family, particularly his eight grandchildren.