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Strategies for a Secure Future
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Praise for THE NEW RULES OF RETIREMENT"As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn't think I needed help in making investment choices and planning for my retirement. I was wrong. I have been a subscriber to Retirement Watch since 1997. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally."
--Sandy Kagan, CFA
CFO Partner, Tatum Partners
"A clear, practical, and wisely unconventional guide to the new world of retirement."
--Humberto Cruz
Nationally syndicated financial columnist, Tribune Media Services
"Bob Carlson does a magnificent job preparing readers for the many challenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns and employer-provided defined benefit plans. Bob provides readers with creative approaches for contending with these challenges to help ensure financially and emotionally secure 'freedom years'."
--Lawrence E. Kochard, PhD, CFA
Chief Investment Officer, Georgetown University
"Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever the landscape facing America's retirees. Stereotype retirement based on Social Security and employer pensions is out; making ends meet on your own is in. Better get yourself ready--and you can do so by reading this book."
--James C. Miller III
Former U.S. Budget Director, Chairman of The CapAnalysis Group, LLC
John Wiley & Sons, Inc.; December 2004
290 pages; ISBN 9780471703303
Read online, or download in secure PDF format
290 pages; ISBN 9780471703303
Read online, or download in secure PDF format
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9780471703303
9780471683469
9780470309049
0471703303