Synopses & Reviews
It's Your Money. What Happens To It Will Directly Affect The Quality Of Your Life.
"You don't want to become a story in one of my books, and you don't have to," says financial advisor Suze Orman, who goes beyond the usual financial primer to describe how to safeguard your financial future, illustrated with stories of ordinary, real-life people who faced misfortune because of naiveté, procrastination, or misinformation. So that you can avoid making similar mistakes and so you an better protect the money you have earned and saved, Orman gives you this easy-to-understand guide to eight vital areas essential for your security and well-being. With simplicity and clarity, complete with resource lists and glossary, she covers:
- Choosing and assessing financial advisors.
- Trusts, wills, gifts, joint tenancy: Which is right for you?
- Early retirement: What to do and how to avoid penalties when receiving your retirement money.
- Joint and survivor benefits: Making sure you protect those you love.
- Long-term care insurance: How to choose the right policy and what you should pay for it.
- Estate taxes and probate costs: How to avoid them.
- Durable power of attorney: How it works and why you should have one.
- Minimizing expenses and maximizing income: getting the most for your health-care money; getting the most for your life.
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Synopsis
The National bestseller--Suze Orman's essential first book, targeted to retirement concerns, pulls no punches and tells readers what they need to know to protect their assets and secure their future. Each chapter begins with a story of someone whose security was ruined due to naivete, misinformation, or avoidance. Suze discusses the case, drawn from her experience as a financial counselor, and presents clear guidelines so readers can avoid similar mistakes. Subjects covered are:
- Financial advisors: Choosing and assessing them.
- Trusts, wills, gifts, joint tenancy: Which is right for you?
- Early retirement: Can you afford to take it or not?
- Joint and survivor benefits: Protecting those you love.
- Long-term care insurance: Choosing and valuing the policy best for you.
- Estate taxes and probate costs: How to avoid them.
- Durable power of attorney: How it works and why you should have one.
- Minimizing expenses and maximizing income: Getting the most for your money.
About the Author
Suze Orman, Americas most recognized expert on personal finance, is also the author of Women & Money; The Money Book for the Young, Fabulous & Broke; The Laws of Money, The Lessons of Life; The Road to Wealth; The Courage to Be Rich; and The 9 Steps to Financial Freedom.