WealthBuilding: Investment Strategies for Retirement & Estate Planning
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More About This Title WealthBuilding: Investment Strategies for Retirement & Estate Planning
English
Real-Life Financial Strategies For True Wealth
WealthBuilding is an essential read for everyone who wants to reach their wealth goals and maintain their standard of living when they're retired. It includes the real-life Wealth Stories of 31 investors-ranging from young, single professionals to middle-aged job-hoppers to retired seniors-and how they are planning and managing their wealth successfully and intelligently. A helpful tool for financial professionals to use with clients, WealthBuilding will also empower individual investors by showing them what to look for in a trusted advisor and how to build an effective partnership. You will inevitably see yourself-or one of your clients-in one (or more) of these Wealth Stories.
Praise for WealthBuilding
"David Reiser and Robert DiColo have written a readable book that aims to empower the reader, while at the same time creating knowledge of when professional advice is needed. It is a combination of old-fashioned wisdom and new age understanding. Anyone can benefit from thinking about its lessons." -Zoe Baird, President, The Markle Foundation
"Dave Reiser and Bob DiColo have succeeded where many others have failed: they have explained in a simple, straightforward, and understandable manner the complex, and often frustrating, world of retirement planning. Financial services professionals and serious investors will find Reiser and DiColo's work to be invaluable." -John A. Tarantino, President, Adler Pollock & Sheehan, Past President, Rhode Island Bar Association
"Reiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation." -Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam Investments
Please visit our Web site at www.jklasser.com
WealthBuilding is an essential read for everyone who wants to reach their wealth goals and maintain their standard of living when they're retired. It includes the real-life Wealth Stories of 31 investors-ranging from young, single professionals to middle-aged job-hoppers to retired seniors-and how they are planning and managing their wealth successfully and intelligently. A helpful tool for financial professionals to use with clients, WealthBuilding will also empower individual investors by showing them what to look for in a trusted advisor and how to build an effective partnership. You will inevitably see yourself-or one of your clients-in one (or more) of these Wealth Stories.
Praise for WealthBuilding
"David Reiser and Robert DiColo have written a readable book that aims to empower the reader, while at the same time creating knowledge of when professional advice is needed. It is a combination of old-fashioned wisdom and new age understanding. Anyone can benefit from thinking about its lessons." -Zoe Baird, President, The Markle Foundation
"Dave Reiser and Bob DiColo have succeeded where many others have failed: they have explained in a simple, straightforward, and understandable manner the complex, and often frustrating, world of retirement planning. Financial services professionals and serious investors will find Reiser and DiColo's work to be invaluable." -John A. Tarantino, President, Adler Pollock & Sheehan, Past President, Rhode Island Bar Association
"Reiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation." -Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam Investments
Please visit our Web site at www.jklasser.com
English
DAVID R. REISER, and ROBERT L. DiCOLO, are Senior Vice Presidents-Investments at PaineWebber Inc. offices in Providence, Rhode Island. Through their Reiser and DiColo Retirement and Estate Planning Group, they help worldwide clientele define, plan for, achieve, manage, and preserve wealth by partnering with leading money managers, accountants, insurance professionals, and estate lawyers. The group manages more than $400 million in client assets. Mr. Reiser lives with his wife and four sons in Barrington, Rhode Island. Mr. DiColo lives with his wife in East Greenwich, Rhode Island.
HUGH M. RYAN is a writer and corporate public relations/investor relations consultant in Barrington, Rhode Island. He has written hundreds of speeches, articles, and book reviews.
ANDREA R. REISER has developed and implemented award-winning marketing communications programs for clients in a variety of industries. She is founder and President of Image Communications, a copywriting and graphic design firm in Barrington, Rhode Island.
HUGH M. RYAN is a writer and corporate public relations/investor relations consultant in Barrington, Rhode Island. He has written hundreds of speeches, articles, and book reviews.
ANDREA R. REISER has developed and implemented award-winning marketing communications programs for clients in a variety of industries. She is founder and President of Image Communications, a copywriting and graphic design firm in Barrington, Rhode Island.
English
Acknowledgments.
Foreword.
DEFINING WEALTH.
Introduction.
ACHIEVING WEALTH.
How to Pick the Right Chief Operating Officer.
Pitfall 1: Don't Save During Prime Earning Years.
Pitfall 2: Save Blindly, without Goals or a Plan.
Goals, Balance, and the Long-Term View.
Pitfall 3: Respond to Tipsters and Telemarketers.
Pitfall 4: The Cookie-Cutter Approach--How Not To Handle Asset Allocation.
Pitfall 5: Spread Your Investments Among Many Brokerages and Banks--Give No One the Whole Picture.
Pitfall 6: Invest for Immediate Income.
Male Investors Are From Mars;
Female Investors Are From Venus.
PRESERVING WEALTH .
You've Made It. Now Spend It, Save It, or Give It Away.
Long-Term Care: Protection for the Later Years.
Spend It: The Ultimate Family Vacation.
Leaving a Legacy--Wisely.
Give It Away: For Those With Strong Charitable Motivation.
Pitfall 7: Force Your Heirs to Sell Family Treasures.
The Final Frontier.
Appendix A: Your Financial Physical: Information to Take to Prospective Financial Advisors.
Appendix B: Questions a Prospective Financial Advisor Should Ask You.
Appendix C: Questions to Ask a Prospective Financial Advisor.
Appendix D: Estate Planning Worksheet.
Appendix E: Estate Planning Motivator.
Glossary.
Index.
Foreword.
DEFINING WEALTH.
Introduction.
ACHIEVING WEALTH.
How to Pick the Right Chief Operating Officer.
Pitfall 1: Don't Save During Prime Earning Years.
Pitfall 2: Save Blindly, without Goals or a Plan.
Goals, Balance, and the Long-Term View.
Pitfall 3: Respond to Tipsters and Telemarketers.
Pitfall 4: The Cookie-Cutter Approach--How Not To Handle Asset Allocation.
Pitfall 5: Spread Your Investments Among Many Brokerages and Banks--Give No One the Whole Picture.
Pitfall 6: Invest for Immediate Income.
Male Investors Are From Mars;
Female Investors Are From Venus.
PRESERVING WEALTH .
You've Made It. Now Spend It, Save It, or Give It Away.
Long-Term Care: Protection for the Later Years.
Spend It: The Ultimate Family Vacation.
Leaving a Legacy--Wisely.
Give It Away: For Those With Strong Charitable Motivation.
Pitfall 7: Force Your Heirs to Sell Family Treasures.
The Final Frontier.
Appendix A: Your Financial Physical: Information to Take to Prospective Financial Advisors.
Appendix B: Questions a Prospective Financial Advisor Should Ask You.
Appendix C: Questions to Ask a Prospective Financial Advisor.
Appendix D: Estate Planning Worksheet.
Appendix E: Estate Planning Motivator.
Glossary.
Index.
