Retire Rich: The Baby Boomer′s Guide to a Secure Future - Hardcover

Holzer, Bambi

Hardcover

ISBN 10: 0471247820 ISBN 13: 9780471247821

Publisher: John Wiley & Sons, 1998

Synopsis

WHAT DOES RETIREMENT MEAN TO YOU? Will your retirement be a comfortable and enjoyable new stage of adulthood or a time of uncertainty, strict economizing, and reduced options? As retirement planning guru Bambi Holzer explains, the choice is yours but the time to act is now, while you re still earning a steady income. Written by a baby boomer for baby boomers, in clear, nontechnical language, Retire Rich takes the fear and mystery out of planning, saving, and investing for the future, whether you re just getting started or well along in your retirement planning. Enhanced by helpful charts, tables, and worksheets, Retire Rich offers you a golden opportunity to secure your financial future and enjoy the peace of mind that comes with taking charge of this very important part of your life. "With Bambi s help and advice, a person can truly plan successfully for a secure retirement. Every baby boomer will benefit from reading this book." Donald A. Connelly, Senior Vice President, Putnam Investments "Entrepreneurs lose sleep worrying about managing their money every night. Bambi Holzer s readable book provides clear, in-depth strategies for managing your personal funds, pensions, and investments." Jane Applegate, author of 201 Great Ideas for Your Small Business "If you re starting to think about investing for retirement, follow this clear, easy-to-understand road map to financial survival. Don t invest without reading Bambi Holzer s book first." David Horowitz, Consumer Advocate, Fight Back! Productions "An accurate and practical resource, easily understandable by nontechnical readers boomer or not." Dennis Duitch, Senior Partner, DPS & Company, LLP A money book club selection

About this title

About the Author

BAMBI HOLZER is Senior Vice President--Investments and Retirement Plan Consultant with PaineWebber. Previously she was Director of Retirement Services for Oppenheimer & Co. and for Bear Stearns. During her career she has helped hundreds of corporations and thousands of individuals to develop retirement plans. In 1996 Holzer was named Woman of Achievement in Finance by the Century City Chamber of Commerce. ELAINE FLOYD is a former consultant with a national investment firm and a writer who specializes in personal finance.

From the Back Cover

Enjoy the retirement you dream of--this remarkable new book shows you how to take control of your financial future now!

"With Bambi's help and advice, a person truly can plan successfully for a secure retirement. Every baby boomer will benefit from reading this book." --Donald A. Connelly, Senior Vice President, Putnam Investments.

"Entrepreneurs lose sleep worrying about managing their money every night. Bambi Holzer's readable book provides clear, in-depth strategies for managing your personal funds, pensions, and investments." --Jane Applegate, author of 201 Great Ideas for Your Small Business.

"If you're starting to think about investing for retirement, follow this clear, easy-to-understand road map to financial survival. Whether you're just doing your homework or actively saving for the future, this guide will help you become more $avvy faster. Don't invest without reading Bambi Holzer's book first." --David Horowitz, consumer advocate, Fight Back! Productions.

"An accurate and practical resource, easily understandable by nontechnical readers--boomer or not." --Dennis Duitch, Senior Partner, Duitch, Franklin & Company, LLP.

"I've always been most impressed with the way Bambi understands the nuances of the overall retirement picture. She's able to give valuable input on any related matter. And this book proves it. It's an easy read, and understandable too. Even for a baby boomer CPA like me!" --Martin E. Fox, CPA, Bernstein, Fox, Whitman & Company LLP.

Retire Rich gives you all the information and guidance you need to start a disciplined program of planning, saving, and investing for retirement right now. Written specifically for the unique needs of the baby boom generation, this practical, nontechnical guide shows you how to take action that can mean the difference between a comfortable retirement and just getting by.

What does retirement mean to you?

Will your retirement be a comfortable and enjoyable new stage of adulthood, or a time of uncertainty, strict economizing, and reduced options? As retirement planning guru Bambi Holzer explains, the choice is yours--but the time to act is now, while you're still earning a steady income.

Written by a baby boomer for baby boomers, Retire Rich addresses the unique concerns of the generation that will not have all the safety nets of the past. This realistic, down-to-earth book spells out the steps you can take right now to secure the retirement you want, rather than one you might get stuck with.

Retire Rich gives you the information you need wherever you are in your current investment planning. If you're starting late, you still can make up for lost time by taking advantage of tax-sheltered retirement programs and by careful monitoring of your investment assets. If you're off to an early start, you'll find the necessary motivation to keep setting aside money to increase your investment options and achieve true financial security much sooner than you may have thought possible.

In clear, nontechnical terms, Retire Rich takes the fear and mystery out of planning, saving, and investing for the future. Step by step, it helps you overcome inertia and guides you through the process of building a secure retirement. You will learn how to: *Realistically visualize how you want to live after you've retired *Accurately estimate--in dollars and cents--your retirement expenses and income needs *Determine how much you need to save to meet your goals *Make the most of retirement plans and customize a plan that is right for you, using IRAs, 401(k)s, Keoghs, tax-deferred annuities, and company-sponsored plans *Invest for retirement--manage asset allocation and master the fundamentals of stocks, bonds, Treasury bills, mutual funds, and more *Monitor your assets to keep your retirement plan on track.

Enhanced by helpful charts, tables, and worksheets, Retire Rich offers you a golden opportunity to secure your financial future and enjoy the peace of mind that comes with taking charge of this very important part of your life.

From the Inside Flap

What does retirement mean to you? Will your retirement be a comfortable and enjoyable new stage of adulthood, or a time of uncertainty, strict economizing, and reduced options? As retirement planning guru Bambi Holzer explains, the choice is yoursbut the time to act is now, while youre still earning a steady income. Written by a baby boomer for baby boomers, Retire Rich addresses the unique concerns of the generation that will not have all the safety nets of the past. This realistic, down-to-earth book spells out the steps you can take right now to secure the retirement you want, rather than one you might get stuck with. Retire Rich gives you the information you need wherever you are in your current investment planning. If youre starting late, you still can make up for lost time by taking advantage of tax-sheltered retirement programs and by careful monitoring of your investment assets. If youre off to an early start, youll find the necessary motivation to keep setting aside money to increase your investment options and achieve true financial security much sooner than you may have thought possible. In clear, nontechnical terms, Retire Rich takes the fear and mystery out of planning, saving, and investing for the future. Step by step, it helps you overcome inertia and guides you through the process of building a secure retirement. You will learn how to:

• Realistically visualize how you want to live after youve retired
• Accurately estimatein dollars and centsyour retirement expenses and income needs
• Determine how much you need to save to meet your goals
• Make the most of retirement plans and customize a plan that is right for you, using IRAs, 401(k)s, Keoghs, tax-deferred annuities, and company-sponsored plans
• Invest for retirementmanage asset allocation and master the fundamentals of stocks, bonds, Treasury bills, mutual funds, and more
• Monitor your assets to keep your retirement plan on track

Enhanced by helpful charts, tables, and worksheets, Retire Rich offers you a golden opportunity to secure your financial future and enjoy the peace of mind that comes with taking charge of this very important part of your life.

Edition details

• Publisher: John Wiley & Sons
• Publication date: 1998
• Language: English
• ISBN 10: 0471247820
• ISBN 13: 9780471247821
• Binding: Hardcover
• Edition number: 1
• Number of pages: 240