You've Earned It, Don't Lose It: Mistakes You Can't Afford to Make When You Retire - Hardcover

Orman, Suze; Mead, Linda

Hardcover

ISBN 10: 1557043221 ISBN 13: 9781557043221

Publisher: William Morrow, 1999

Synopsis

It's Your Money. What Happens To It Will Directly Affect The Quality Of Your Life.

"You don't want to become a story in one of my books, and you don't have to," says financial advisor Suze Orman, who goes beyond the usual financial primer to describe how to safeguard your financial future, illustrated with stories of ordinary, real-life people who faced misfortune because of naiveté, procrastination, or misinformation. So that you can avoid making similar mistakes and so you an better protect the money you have earned and saved, Orman gives you this easy-to-understand guide to eight vital areas essential for your security and well-being. With simplicity and clarity, complete with resource lists and glossary, she covers:

1. Choosing and assessing financial advisors.
2. Trusts, wills, gifts, joint tenancy: Which is right for you?
3. Early retirement: What to do and how to avoid penalties when receiving your retirement money.
4. Joint and survivor benefits: Making sure you protect those you love.
5. Long-term care insurance: How to choose the right policy and what you should pay for it.
6. Estate taxes and probate costs: How to avoid them.
7. Durable power of attorney: How it works and why you should have one.
8. Minimizing expenses and maximizing income: getting the most for your health-care money; getting the most for your life.

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About this title

Review:

Considering how hard people work for the majority of their lives with an eye towards retiring, it's surprising to find that many give little thought to actually funding their retirement. In You've Earned It, Don't Lose It: Mistakes You Can't Afford to Make When You Retire, financial advisor Suze Orman addresses this sad fact and "goes beyond the usual financial primer to describe how to safeguard your financial future." A specialist in retirement issues and a Certified Financial Planner, Orman knows her stuff, and she shares it in a straightforward manner that's especially helpful for those new to navigating the often-confusing course of retirement planning. Beginning with an overview of investment advice and what to look for in an investment counselor, Orman moves on to eight chapters filled with financial planning wisdom--offering focused discussions of trusts vs. wills, long-term care insurance, early retirement, durable power of attorney, estate taxes and probate costs, minimizing your expenses/maximizing your income, joint and survivor benefits, and a successful retirement. Also included are resource lists, handy quick tips, informative graphs, and personal accounts, making this an invaluable tool in planning for one of the most important turning points in your life.

About the Author:

Suze Orman, America’s most recognized expert on personal finance, is also the author of Women & Money; The Money Book for the Young, Fabulous & Broke; The Laws of Money, The Lessons of Life; The Road to Wealth; The Courage to Be Rich; and The 9 Steps to Financial Freedom.

About this edition

• Publisher: William Morrow
• Publication date: 1999
• ISBN 10: 1557043221
• ISBN 13: 9781557043221
• Binding: Hardcover
• Number of pages: 210