My Boomer Tips

In almost half of all stepfamilies, each parent brings one or more children to a new marriage and while other books give general information about wills, trusts, and taxes, many of them may not apply to couples in second marriages. Estate Planning for Blended Families is the first book for parents in second marriages who want to provide both fo[Read More]

A necessary plan for a secure and comfortable retirement.Everyone wants to retire with personal and financial peace of mind. But the question is always: will there be enough money to fund a comfortable lifestyle? That-s where this book comes to the rescue, addressing every conceivable concern-from health care to Social Security-about setting up a s[Read More]

The newest edition of Natalie Choate's best-selling book. These are new books, (not used), direct from the publisher. Intended audience: lawyers, CPAs, financial planners, other professionals who advise individuals regarding tax treatment of their retirement benefits. The "Bible" on IRA distribution planning. Expected publication 10/1/06.

If I don’t have an estate plan, what will happen when I die? Can I plan my own estate, or should I work with an estate attorney? How can I make sure that my estate isn’t whittled away by state and federal taxes? In Kiplinger’s Estate Planning, financial expert and attorney John Ventura offers straightforward guidance on all of the tools of [Read More]

This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.”–from Your Complete Retirement Planning Road MapCorporate pensions are disappearing. Social Security is in trouble. And t[Read More]

This book is intended to serve as an easily accessible, up-to-date guide to creative employee benefit and retirement planning for use by financial planners, insurance agents, accountants, attorneys, and other financial services professionals, as well as company managers, personnel departments, and CFP, law, and graduate school students. It covers a[Read More]

The bestselling, hands-on retirement guide from Fred Brock, thoroughly updated and expanded for in-depth advice on housing assets, health-care options, and more With Retire on Less Than You Think, Fred Brock challenged the conventional wisdom on the real costs of retirement- and it struck a chord with Americans. Now, as mutual-fund investments con[Read More]