You'Ve Earned It, Dont Lose It: Mistakes You Can't Afford to Make When You Retire
You'Ve Earned It, Dont Lose It: Mistakes You Can't Afford to Make When You Retire
- Author: Linda SuzeMead
- Binding: Hardcover
- Published: 1994-11-01
- Edition: First Edition, 8th printing
There's Anita, a 64-year-old widow, whose savings were lost through high-risk security investments made by a major brokerage firm. ("They said they would take care of me".) And Marcia, who lost most of her mother's inheritance because she couldn't afford the estate taxes. These are two of the eight stories that demonstrate Orman's points, each one followed by guidelines, so others can avoid similar costly mistakes.
The subjects which Orman covers include: Financial advisors - getting good advice without getting taken
-- Trust, wills, gifts, joint tenancy
-- Joint and survivor benefits
-- Early retirement
-- Long-term care
-- Estate taxes and probate costs
-- Durable power of attorney
"A fresh step-by-step approach to protecting your financial future...an innovative guide to maintaining financial independence while addressing everyone's concerns". -- Charles R. Schwab; Founder, Chairman, CEO, Charles Schwab Corporation
"From baby boomer to grandparent, this book will ultimately affect us all.Orman presents compelling examples to help us secure those retirement years from possible disaster. Her information is right on target and is preented with genuine concern". -- Lou Lower, President of Allstate Insurance
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