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.
- ISBN10 6610265577
- ISBN13 9786610265572
- Publish Date 3 December 2004 (first published 5 November 2004)
- Publish Status Active
- Out of Print 21 August 2012
- Publish Country US
- Imprint John Wiley & Sons
- Format eBook
- Pages 289
- Language English