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You'Re Retired, Now What? Money Skills For A Comfortable Retirement
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商品簡介
Plenty of books tell you how to plan for retirement. This book tells you how to manage it once you are there.
Retirement: A time in your life when you should be kicking back and relaxing on a sandy beach or a golf course, without a care in the world. Right? Well, these days it's a bit more complicated than that. With Social Security and Medicare hanging in the balance, questions and uncertainties abound: Will you have enough money? Will you need a part-time job? Do you have adequate health insurance? Here is the road map you need for a comfortable, stress-free retirement—complete with sandy beaches, if that's your preference. Ron and Murray Yolles, a father-and-son team who have advised retirees on money matters for fifty years, provide a solid, down-to-earth plan for a successful retirement, covering everything from the best investment strategies to maximizing retirement plans and IRAs.
"Will your money last? This book helps make sure it does for the millions of Americans entering retirement, answering this key question and many more in an easy-to-read, friendly way." —Jean-Marie Eveillard, President, SoGen Funds.
"You're Retired, Now What? is a great read to help clear one's mind of all the conflicting financial advice that exists today." —David Herro, CFA, Partner, Director of International Equities The Oakmark International Funds.
Retirement: A time in your life when you should be kicking back and relaxing on a sandy beach or a golf course, without a care in the world. Right? Well, these days it's a bit more complicated than that. With Social Security and Medicare hanging in the balance, questions and uncertainties abound: Will you have enough money? Will you need a part-time job? Do you have adequate health insurance? Here is the road map you need for a comfortable, stress-free retirement—complete with sandy beaches, if that's your preference. Ron and Murray Yolles, a father-and-son team who have advised retirees on money matters for fifty years, provide a solid, down-to-earth plan for a successful retirement, covering everything from the best investment strategies to maximizing retirement plans and IRAs.
"Will your money last? This book helps make sure it does for the millions of Americans entering retirement, answering this key question and many more in an easy-to-read, friendly way." —Jean-Marie Eveillard, President, SoGen Funds.
"You're Retired, Now What? is a great read to help clear one's mind of all the conflicting financial advice that exists today." —David Herro, CFA, Partner, Director of International Equities The Oakmark International Funds.
作者簡介
Ronald M. Yolles, JD, CFA is an attorney and certified financial analyst. He is the President and Senior Portfolio Manager of Yolles Investment Management, Inc. He has been quoted widely in the national and local media and was a speaker at the 1995 Schwab National Financial Advisors Conference. Murray Yolles, JD, MBA, Ron's father, has extensive experience and expertise in estate planning and tax issues.
目次
YOUR RETIREMENT MIND-SET.
Cost of Living and Other Financial Issues.
Cash Flow and Nonportfolio Sources of Income.
Maximizing Cash Flow. THE BEST INVESTMENT STRATEGY FOR YOUR RETIREMENT.
Identifying Your Money Personality.
Investing During Retirement.
Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy.
How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds.
APPORTIONING AND INSURING YOUR NEST EGG.
Withdrawal Strategies Using IRAs, Pensions, Rollovers, and Social Security.
Insuring Your Investment Portfolio.
PROTECTING YOUR FAMILY'S FINANCIAL WEEL-BEING.
Estate Planning.
Foul-Ups and Fraud: The Laws that Protect the Public.
Investment Advisors.
Conclusion.
Index.
Cost of Living and Other Financial Issues.
Cash Flow and Nonportfolio Sources of Income.
Maximizing Cash Flow. THE BEST INVESTMENT STRATEGY FOR YOUR RETIREMENT.
Identifying Your Money Personality.
Investing During Retirement.
Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy.
How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds.
APPORTIONING AND INSURING YOUR NEST EGG.
Withdrawal Strategies Using IRAs, Pensions, Rollovers, and Social Security.
Insuring Your Investment Portfolio.
PROTECTING YOUR FAMILY'S FINANCIAL WEEL-BEING.
Estate Planning.
Foul-Ups and Fraud: The Laws that Protect the Public.
Investment Advisors.
Conclusion.
Index.
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