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You've earned it, don't lose it : mistakes you can't afford to make when you retire

By:

Orman, Suze

Material type: Text

TextPublication details: Newmarket P. New YorkUS 1999Edition: Rev. and updatedDescription: x, [1], 226 pAction note:

8/30/01 TESSA_H

Summary: Discusses 8 financial issues of retirement including: choosing and assessing financial advisors; estate matters such as: trust v. will, joint tenancy with right of survivorship, gifting etc.; choosing insurance policies that provide for long-term care; and minimising expenses and maximising income. Illustrates issues using relevant case stories, and provides detailed, clearly expressed guidelines for avoiding pitfalls. Uses Americal law as the frame of reference.

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Discusses 8 financial issues of retirement including: choosing and assessing financial advisors; estate matters such as: trust v. will, joint tenancy with right of survivorship, gifting etc.; choosing insurance policies that provide for long-term care; and minimising expenses and maximising income. Illustrates issues using relevant case stories, and provides detailed, clearly expressed guidelines for avoiding pitfalls. Uses Americal law as the frame of reference.