Synopses & Reviews
"Dont wait for your dreams to come true. Plan and take constructive steps to make them happen."
Planning for a secure and satisfying future shouldnt leave you confused and fearful today. Thats why expert financial advisor Bambi Holzer has put together a tried-and-true investment strategy guide that will show you how to maximize your earnings, reduce taxes, live off your investments, and obtain the wealth you deserve.
Whether youre just starting out or well on your way, Getting Yours enables you to travel down the most reliable avenues of wealth creation and empowers you to make the necessary decisions to reach your financial goals. From developing your wealth-building formula to creating an asset allocation plan, Holzers sound advice and easy-to-understand examples will allow you to preserve and invest the money you make so it can continue to grow over the years.
Getting Yours offers a sure-and-steady approach to managing and prioritizing your money, so you can save for retirement, plan a college tuition fund, and start on after-tax savings programs for vacations, new cars, or even a new houseall while continuing to build your wealth through a balanced portfolio of stocks, bonds, mutual funds, and money market funds.
In clear, accessible language, Getting Yours takes the mystery out of building wealth and investing for the future. Step-by-step, Holzer helps you understand how asset allocation, savings plans, structured investments, and other tools can put you on the right track to achieving your financial goals.
Find out how to make your money work harder for you and how to keep more of what you earn by:
- Evaluating your own talents and understanding how your labors can build wealth over a lifetime
- Creating a balanced portfolio and managing risk
- Choosing the right savings plan for you: 401(k), traditional or Roth IRA, Keogh, and many more
- Knowing the costs of investing: fees, commissions, and income taxes
Achieving financial security is something everybody strives for, but this is the only book that can give you what you need to do it successfully. From creating an asset allocation plan to making sense of mutual funds, Getting Yours will help you make better investments and put you on the road to sure-and-steady riches.
Synopsis
PRAISE FOR GETTING YOURS"Believe it or not, you won’t want to put this book down once you get started. That’s rare for a book on investing, but this one’s a gem."
–Ed McVey, Chairman, Templeton Private Group
"I’ve known Bambi for many years and have read and enjoyed her first two books, but Getting Yours is the best yet! She inspires her readers to take easy steps to achieve their financial goals. I highly recommend this book to beginners and investment pros alike."
–Victor Norton, Principal, Managing Director of Advisory Services, Kayne Anderson Rudnick
"Finally, a book on personal finance that’s fun to read! I’m buying copies for all my friends and family–it’s that good!"
–Gloria Mayer, President, Institute for Healthcare Advancement
Coauthor, Goldilocks on Management
Synopsis
PRAISE FOR GETTING YOURS
-Believe it or not, you won't want to put this book down once you get started. That's rare for a book on investing, but this one's a gem.-
-Ed McVey, Chairman, Templeton Private Group
-I've known Bambi for many years and have read and enjoyed her first two books, but Getting Yours is the best yet She inspires her readers to take easy steps to achieve their financial goals. I highly recommend this book to beginners and investment pros alike.-
-Victor Norton, Principal, Managing Director of Advisory Services, Kayne Anderson Rudnick
-Finally, a book on personal finance that's fun to read I'm buying copies for all my friends and family-it's that good -
-Gloria Mayer, President, Institute for Healthcare Advancement
Coauthor, Goldilocks on Management
Synopsis
PRAISE FOR GETTING YOURS
"Believe it or not, you won't want to put this book down once you get started. That's rare for a book on investing, but this one's a gem."
-Ed McVey, Chairman, Templeton Private Group
"I've known Bambi for many years and have read and enjoyed her first two books, but Getting Yours is the best yet! She inspires her readers to take easy steps to achieve their financial goals. I highly recommend this book to beginners and investment pros alike."
-Victor Norton, Principal, Managing Director of Advisory Services, Kayne Anderson Rudnick
"Finally, a book on personal finance that's fun to read! I'm buying copies for all my friends and family-it's that good!"
-Gloria Mayer, President, Institute for Healthcare Advancement
Coauthor, Goldilocks on Management
About the Author
BAMBI HOLZER, Senior Vice President—Investments with A.G. Edwards & Sons, Inc., is a nationally recognized investment executive and retirement planning consultant. She is the author of two books on retirement planning, Retire Rich: The Baby Boomer’s Guide to a Secure Future and Set for Life: Financial Peace for People Over 50, both published by Wiley. Ms. Holzer has appeared on the Today show, NBC Nightly News with Tom Brokaw, Fox on Money, CNN, CNBC, and many local television and radio shows across the country.
Elaine Floyd, CFP, is a former financial advisor and writer who specializes in personal finance and investments.
Table of Contents
ONE: The National Lament: Everyone IsGetting Rich but Me.
TWO: Famous Billionaires: How They Did It.
THREE: How Rich Do You Want to Be?
FOUR: Making Money the Old-Fashioned Way.
FIVE: The Sure and Steady Road to Riches.
SIX: Making Your Money Work for You, Part I:Developing Your Wealth-Building Formula.
SEVEN: Making Your Money Work for You, Part II:Creating an Asset Allocation Plan.
EIGHT: Making Your Money Work for You, Part III:Making Sense of Mutual Funds.
NINE: Keep More of What You Earn.
TEN: Understanding Investments:Your Questions Answered.
EPILOGUE: Proof That It Works.
Glossary.
Index.