Items related to Jonathan Pond's Financial Management Guide: Retirement...
Jonathan Pond's Financial Management Guide: Retirement Planning for Asset-Rich Individuals - Hardcover
If you're planning for a successful retirement, this Guide will help you gain and maintain control over your financial future regardless of the uncertainties facing many people today. Organized for easy use into 32 chapters, each dealing with a topic of vital importance, and written in an easy-going conversational style, this manual covers every important area of personal financial planning, including: laying the groundwork for a secure future by maximizing what you will get from Social Security, your company retirement plan, and your investments; building and protecting your wealth base by constructing an "all-weather" portfolio; seeking out the right kind of insurance to protect your life, your property and other assets; minimizing your current tax exposure, maximizing your tax deferred investments, and passing on your estate undiminished to your heirs; and enjoying your retirement years to the utmost by making sound decisions regarding changes in lifestyles, places to live, and latt
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From Library Journal:
Pond, the financial planning pundit of the Today show, aims this title at well-to-do people over 50. It fairly cries out for a glossary, as Pond uses terms like alternative minimum tax without really defining them. The style is dry, and Pond assumes a knowledge of terms and an ability to calculate that executives chiefly have. The book contains useful checklists and an excellent section on trusts, and the index (not seen) will be useful for finding topics of interest, since it is hardly recreational reading for the average person. Some information here, such as what happens when an heir renounces an inheritance, is not included in most financial planning books. This book belongs in a library serving older patrons who take their investments and their money seriously and who already know some financial terminology.
- Sue McKimm, Cuyahoga Cty. P.L., Parma, Ohio
Copyright 1993 Reed Business Information, Inc.
- Sue McKimm, Cuyahoga Cty. P.L., Parma, Ohio
Copyright 1993 Reed Business Information, Inc.
"About this title" may belong to another edition of this title.
- PublisherPrentice Hall Direct
- Publication date1993
- ISBN 10 013031238X
- ISBN 13 9780130312389
- BindingHardcover
- Number of pages900
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