step-by-step mega-wealthy guardianships conversations

books:

Live it Up without Outliving Your Money!: 10 Steps to a Perfect Retirement Portfolio

16 reviews

Wiley, 2005

Easy to Read and Excellent Advice
I found Merriman's writing style easy to read. He does an excellent job of covering the basics of investing including asset allocation. Merriman's suggestion of holding 50% foreign stocks and 50% U.S. stocks was a little surprising to me. I was not expecting such a high allocation to foreign stocks. Vanguard, for example, suggests no more than 20% foreign stocks. Merriman makes a compelling ...

Your Complete Guide to Early Retirement: A Step-by-Step Plan for Making It Happen

7 reviews

Atlantic Publishing Company (FL), 2007

A Must-Have Retirement Checklist
Get started planning your early retirement today with Your Complete Guide to Early Retirement: A Step-by-Step Plan for Making It Happen. Retiring at age 40 is no longer a pipe dream for today's middle-aged Americans thanks to this helpful how-to on managing your time and money prudently. When do you need to start saving for retirement? What kind of retirement benefits can you expect? How can you ...

Live Long Live Rich: Creating Your Retirement Paycheck with Award Winning Retirement Planning

8 reviews
H. Craig Rappaport

Dog Ear Publishing, LLC, 2007

Buy this book.
I haven't finished reading this book yet and I'm already hoping for a sequel. This book is so easy to follow and understand. The one issue that no author seems to address is how do you create a paycheck or generate cash flow from your investments. Live Long, Live Rich covers this topic very well. And as far as the software that Mr. Rappaport recommends, I've already upgraded to the full version. ...

Stop the 401(k) Rip-off!: Eliminate Costly Hidden Fees to Improve Your Life

21 reviews
David B. Loeper

Bridgeway Books, 2007

Every American should read
My name is Matthew Hutcheson. I'm an independent pension fiduciary, and have studied retirement plan economics for over fifteen years. Every American worker with a 401(k) (or a 403(b)/457 for that matter) should put this book on the top of their reading list. The information contained in this book could be worth many thousands of extra retirement dollars to you down the road. Mr. Loeper ...

On Golden Pond... Or Up the Creek?: Making the Right Choices for Your Retirement Security

31 reviews
F. Bill Billimoria

Synergy Books, 2007

Great book!
All of us have a picture of what we hope our future retirement (i.e. destination) will look like. In "On Golden Pond...or up a creek?", the author, in a humorous, non-judgmental or condescending tone, shows us not only how to take that picture out of our mind, and transfer onto paper, but also helps us design a "roadmap" to getting there. A roadmap that is as individualized as we are, as each ...

The Caterpillar That Roared: Awakening the Lion Within

9 reviews
Joseph S Sturniolo, Daniel Christopherson

Morgan James Publishing, 2008

Inspirational
This book is amazing and gratifying! It opened my eyes to the real responsibilites and obligations we have to ourselves and to each other. The lessons are clear-cut. Believing in yourself, when others may not necessarily, and having the resolution and strength to follow through with your own convictions. It is also the understanding that the endeavor to collect material wealth and retiring in ...

A Commonsense Guide to Your 401(k) (Bloomberg Personal Bookshelf (Hardcover))

6 reviews
Mary Rowland

Bloomberg Press, 1999

Great help with financial planning whether you are 22 or 62
Ms. Rowland does a great job answering just about every question imaginable when it comes to dealing with your 401K plan. There is advice for getting started,switching jobs, planning beneficiaries, actually retiring, taking loans out against your 401k...everything. The book is written in a series of 2 page articles she lists as "steps" so if you want to skip around you can. While a little of ...

Getting Started in A Financially Secure Retirement (Getting Started In.....)

7 reviews
Henry K. Hebeler

Wiley, 2007

Great Overview Book
Hebeler's writing style is easy to read. I have read over 200 books on investing/financial planning, and I would put this book into the top 10....with regards to general financial planning information. Hebeler covers all the basics including saving, investing in index funds, and Social Security. I particularly liked his list of Lessons Learned: 1. Look hard for low costs and taxes. ...

Saving for Retirement without Living Like a Pauper or Winning the Lottery

17 reviews

Prentice Hall, 2007

Clear, sensible, easy to act on
What I like best about this book is that it offers specific, detailed advice about how to divide up your retirement portfolio amongst different types of assets - and explains why you should divide it that way, and how to adjust the proportions over time. The author provides historical trends and an explanation of the global stock markets so that you can understand for yourself why she offers her ...

Don't Get Caught With Your Pants Down: A Survival Guide to Job Changes and Retirement

6 reviews
Donald A. Nisbet

Donald A. Nisbet, 2002

Outstanding Information!
After receiving an early-retirement offer from my employer, I diligently went about reviewing my options. I was not sure whether to take a company annuity or a lump sum from my pension fund. I was not certain about how to handle my 401k. In defense of my company, they offered informational seminars however the best information has been this book. I would recommend, actually I would highly ...

Old Talk New Conversations: A Planning Guide for Seniors and Their Families

6 reviews
Phyllis Mensh Brostoff, Matt Furno, ...

Elton-Wolf Publishing, 2000

A great tool for approaching the topic with an aging parent
This is one of the best books I've seen in a long time. It's a very practical book that's written so anyone can understand it. It's a great way to introduce the subject of planning for the future with a parent (or an adult child).

Who Shot Goldilocks?: How Alan Greenspan Did in Our Jobs, Savings, and Retirement Plans

5 reviews
William Rutherford

Crown Point Press, 2006

A must read for all political and business leaders!
Shocking! Mr. Rutherford has done his homework. Who shot Goldilocks? will give you new insight into the internal workings of the Federal Reserve, Mr. Greenspan's seriously flawed decision making techniques and the unbelievable amount of power wielded by so few. In fact, this book will leave you with grave concern for the current economy and longing for answers to a much needed money-system ...

The New Rules of Retirement: Strategies for a Secure Future

6 reviews
Robert C. Carlson

Wiley, 2004

Just what you need to understand what you face...solid
If you only read one sentence,let me say this -- this book is a straightforward description of what anyone needs to think about when investing in the new environment, and it isn't a gimmick book with a quick answer. This book is clear, solid, thorough and sensible on what faces investors today, whether you are in retirement or planning for retirement. The environment is different now -- we ...

Pensions in the Public Sector (Pension Research Council Publications)

4 reviews

University of Pennsylvania Press, 2000

Publisher's Comment
What can be done to help public sector pension plans perform more efficiently, and thereby enhance old-age security? In much of the world, public sector pensions are in deep trouble, undermining economic policy and threatening retiree well being. By and large, North American public pension systems have performed better, boasting tremendous assets and offering reasonable retiree benefits. Even ...

The Retirement Decision: Achieve Financial Independence with Your 401(k)

5 reviews
Mike Rose

Kaplan Business, 2006

Wish I'd had this 25 years ago.
Amazingly, this in an entertaining book about personal financial matters! The illustrative stories about Ben Franklin, Warren Buffett and others were an inspiration to get my financial affairs in order and plan for the future. I've already sent a copy to my son, who's just starting his career, so he can see how possible it is to be financially independent by retirement. I recommend this book ...

Protecting Your Pension For Dummies

6 reviews

For Dummies, 2007

A Great Resource for Employees
As a pension lawyer, I know how difficult and arcane the pension laws can be. Yet they affect tens of millions of employees. I also know how difficult it can be for employees to get access to an understandable explanation of these pension rules. Without this knowledge, employees are at a real disadvantage in understanding and enforcing their rights. And these rights pertain to many employees' ...

The Retirement Nightmare: How to Save Yourself from Your Heirs and Protectors : Involuntary Conservatorships ...

6 reviews
Diane G. Armstrong Ph.D.

Prometheus Books, 2000

An Invaluable Source
As a lawyer, I found this book to be a tour de force compendium of the guardian and conservatorship laws in our country. For both lay readers and lawyers, it is an invaluable reference tool - comprehensive and clearly written. Full of actual stories of actual individuals, it also makes for eye-opening human interest drama.

Cash-Rich Retirement: Use the Investing Techniques of the Mega-Wealthy to Secure Your Retirement Future

4 reviews
Jim Schlagheck

St. Martin's Griffin, 2008

Good Book, Good Advice
I recently took early retirement and have checked out several books looking for help to make my income last. This is the best of the lot. It helped me understand ways of shielding my investments from "performance whiplash". It also gives straightforward advice about new funds, indexes, health insurance, annuities and even reverse mortgages. Whether you are already retired, thinking of ...

Beyond Work: How Accomplished People Retire Successfully

4 reviews
Bill Roiter

Wiley, 2008

How to prepare for the best period of your life
I am in my fifties and beginning to seriously consider retiring. I've seen lots of books about preparing yourself financially, and certainly seen "self-help" stuff describing how to be comfortable with yourself when you retire. But Roiter's book is the first I've seen that knits all the areas to consider - social, financial, personal and physical - into an understandable, integrated picture. ...

The Retirement Myth: What You Must Know Now to Prosper in the Coming Meltdown of Job Security, Pension Plans, ...

4 reviews
Craig S. Karpel

Harpercollins, 1995

Obvious !!
For sure when baby-boomers really find out they do not have enough money in their retirement funds, they can always blow their brains out !! I think S. Kerpel`s book is a must read for all those operating in the "E" quadrant

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