Authors: Suze Orman, Linda Mead, Linda Mead
ISBN-13: 9781557043160, ISBN-10: 1557043167
Format: Paperback
Publisher: Newmarket Press
Date Published: May 1997
Edition: REV
Suze Orman is a two time emmy award winner and the author of six consecutive New York Times bestsellers: Women & Money, The 9 Steps to Financial Freedom; The Courage to Be Rich; The Road to Wealth; The Laws of Money, The Lessons of Life; and The Money Book for the Young, Fabulous & Broke.
The only Suze Orman book on retirement! Don't miss the opportunity to read, buy, or give the most popular retirement book on the market today. Over 500,000 copies sold, from the author of the #1 hardcover bestsellers The Courage to Be Rich and The 9 Steps to Financial Freedom. What's so special? Suze is! She lets everyday people tell their own stories of how naiveté, failure to act, misinformation, and avoidance devastated their retirement plans. Each story is followed by guidelines, so others can avoid similar costly mistakes. Revised to reflect the newest tax and insurance laws, the eight areas covered are: Investment Advice; Trusts vs. Wills; Joint Tenancy and Gifting; Durable Power of Attorney for Health Care; Long-Term-Care Insurance; Early Retirement; Joint and Survivor Benefits; and Minimizing Expenses and Maximizing Income.
Suze Orman is a two-time Emmy Award winner and the author of six consecutive New York Times bestsellers: Women & Money, The 9 Steps to Financial Freedom; The Courage to Be Rich; The Road to Wealth; The Laws of Money, The Lessons of Life; and The Money Book for the Young, Fabulous & Broke. As the host of The Suze Orman Show, which airs every Saturday night on CNBC, she has garnered more GRACIE Awards than anyone in the 32-year history of that award, which honors women in radio and television. Named in 2007 by BusinessWeek as the top female motivational speaker in the United States and in 2008 by Time magazine as one of the 100 most influential people in the world, Suze is also a contributing editor to O, The Oprah Magazine and The Costco Connection. Suze's name has become synonymous with money, and she is undeniably the most-listened-to personal finance expert in America today.
This hard-nosed, pull-no-punches money guide lays out what to do on the way to retirement in seven crucial financial transitions of a lifetime. The author explains, in understandable language, vital aspects, wrinkles and angles that many people will have never heard of. Citing harrowing situations that many have unexpectedly encountered upon early retirement - loss of a spouse, long-term illness, investment collapse or a poorly prepared estate plan - California-based certified financial planner Orman analyzes dismayingly complicated IRS tax rulings, decisions about trusts vs. wills, long-term health-care insurance policies, powers-of-attorney and the effects of unexpected death involving former spouses and their children. Particularly informative is a section on withholding costly life-support procedures in cases of hopeless injury or terminal illness. In closing, Orman tenders cheerful advice on making money-by saving it.
Introduction | 1 |
Chapter One Investment Advice: The Guardian Angel Syndrome | 5 |
Chapter Two Avoiding Estates of Confusions: Trusts vs. Wills | 22 |
Chapter Three Joint Tenancy with Right of Survivorship and | |
Gifting | 49 |
Chapter Four Durable Power of Attorney for Health Care | 68 |
Chapter Five Long-Term-Care Insurance: Pay Now or Pay (a Lot | |
More) Later | 79 |
Chapter Six Early Retirement | 104 |
Chapter Seven Joint and Survivor Benefits | 135 |
Chapter Eight Minimize Your Expenses/Maximize Your Income | 163 |
Chapter Nine A Successful Retirement | 194 |
Glossary | 195 |
Resources | 206 |
Index | 220 |