New Release

Verify Before Trust

Verify Before Trust Navigating The Complexities of Financial Decisions

In life’s journey, the transition into retirement is one of our most significant phases. It is a time of reflection, planning, and, most importantly, ensuring that the golden years are as comfortable and secure as possible.

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“Invest confidently—ask questions to understand risks, rewards, and strategies before committing.” AJ Peliccio

“Ask questions. Informed investors make better decisions.” AJ Pelliccio

Verify Before Trust

“Questions lead to clarity—never hesitate to ask before you invest.” AJ Pelliccio

“Don’t invest blindly—ask questions to ensure clarity and confidence in your choices.” AJ Pelliccio

About the Book

Verify Before Trust Navigating The Complexities of Financial Decisions

helps guide those preparing for and approaching retirement. It provides a comprehensive overview of investment options tailored to meet the diverse needs of individuals at this crucial stage. It is not financial advice. The Book is a guide to help understand available investment opportunities in a world where financial markets are complex and ever-changing.

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Reader Reviews

The chapters clearly explain annuities, including their types, pros, cons, and fees. Focusing on consulting financial advisors and understanding hidden costs makes this a valuable guide for anyone planning retirement.

These chapters simplified immediate and longevity options. I appreciated the heads-up on avoiding hidden fees and choosing trustworthy advisors.

A clear and concise guide with practical insights on risks, fees, and possible tax implications. Perfect for anyone exploring these retirement tools.

I didn’t know much about financial options, but now understand their benefits and risks. The chapters do a great job of breaking everything down.

This is a must-read for potential retirees and retirees! The chapters cover the basics of many financial investment options and provide helpful advice on securing stable retirement income.

About the Author

Andrew J Pelliccio

Andrew J. Pelliccio, based in Chapel Hill, NC, is a seasoned leader with decades of experience across diverse industries. As the founder of AJP Consultants, LLC, Andrew has been at the forefront of municipal asset management and innovative financing solutions since 2001. His expertise spans crafting cost-saving strategies and fostering financial sustainability for organizations nationwide, instilling confidence in his readers.

With over 40 years of experience in the communications industry, Andrew has overseen multimillion-dollar budgets, managed hundreds of facilities, and led award-winning teams.

Andrew, a licensed insurance and annuity broker in multiple states, is known for his consultation and proposal evaluation acumen.

Beyond his corporate achievements, Andrew has an impressive record of public service. He served for a decade as Chairman of the Board for one of the nation’s most prominent housing authorities, where he spearheaded transformative housing initiatives. He has also held leadership positions in various boards and community organizations, including serving as President of an NJ School Board, a non-attorney member of the New Jersey Bar Association’s Ethics Committee, a Municipal Court mediator, and President of homeowner’s associations in Pennsylvania and North Carolina.

Andrew, a dedicated community advocate, combines strategic vision with collaborative leadership, leaving a lasting impact in both professional and public sectors. His commitment to making a difference is sure to inspire readers.

Andrew shares his rich insights through workshops, mentoring, and one-on-one consultations. Drawing from his extensive professional experience and entrepreneurship, Andrew provides actionable insights that bridge the gap between theory and practice, reassuring readers of the practicality of his advice.

Whether through leadership, strategic problem-solving, or empowering others, Andrew J. Pelliccio exemplifies a professional who has not only “walked the walk” but continues to inspire and guide others to success.

Experience

Over the years, I have witnessed countless individuals navigating the intricate landscape of retirement planning. Some have done so with confidence, knowledge, and a clear strategy, while others have faced uncertainty and confusion, unsure how to secure their financial future. This disparity underscores the need for a resource that educates and empowers.

These pages explain various investment vehicles, from traditional options like stocks and bonds to more nuanced choices like annuities and life insurance. Each chapter helps to demystify these instruments, breaking down their benefits, risks, and suitability for different financial goals and tolerances.

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“A tailored review and comparison process can empower you to engage with your advisor and make well-informed decisions confidently.”

Speaking engagements can be arranged to support teams in educating their members on these vital topics.