×

Uh-oh, it looks like your Internet Explorer is out of date.

For a better shopping experience, please upgrade now.

WealthBuilding: Investment Strategies for Retirement & Estate Planning
     

WealthBuilding: Investment Strategies for Retirement & Estate Planning

by David R. Reiser, Robert L. DiColo, Hugh M. Ryan
 
As seen on CNBC, ABC, PBS, CNN, and Bloomberg

"The personal orientation to financial affairs described in [WealthBuilding] should appeal to the prospective investor who may otherwise be hesitant to traverse this daunting landscape." --Estate Planning magazine

"Written by two veteran financial planners, this 'don't-do-it-yourself' book is designed to empower the

Overview

As seen on CNBC, ABC, PBS, CNN, and Bloomberg

"The personal orientation to financial affairs described in [WealthBuilding] should appeal to the prospective investor who may otherwise be hesitant to traverse this daunting landscape." --Estate Planning magazine

"Written by two veteran financial planners, this 'don't-do-it-yourself' book is designed to empower the reader by explaining when (and why) professional advice is necessary." --Working Money magazine

"Reiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation." --Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam Investments

REAL-LIFE FINANCIAL STRATEGIES FOR TRUE WEALTH
WealthBuilding is the book for everyone who dreams of having what they want, whether it be a secure retirement with the standard of living they are accustomed to or a vacation home large enough to accommodate all the grandchildren. This book features real-life wealth stories of 31 investors ranging from young, single professionals to middle-aged job-hoppers to retired seniors and shows how they are planning and managing their wealth successfully and intelligently. WealthBuilding will empower individual investors by offering innovative investment strategies and showing people how to pick financial advisors and form effective partnerships with these professionals.

Editorial Reviews

Booknews
Two financial planners present stories of 31 real investors, each at a different phase in his or her life and each facing different financial challenges. Investors profiled use an approach advocated by the authors, which involves thinking of investments and wealth goals as a "virtual business" with the investor as the CEO and a professional investment advisor as Chief Operating Officer. Material is intended to help advisors work with their clients and to help investors take control of their investment planning and select an advisor. The authors run a retirement and estate planning group. Annotation c. Book News, Inc., Portland, OR (booknews.com)

Product Details

ISBN-13:
9780471215431
Publisher:
Wiley
Publication date:
02/25/2002
Pages:
288
Product dimensions:
6.02(w) x 9.17(h) x 0.78(d)

Customer Reviews

Average Review:

Post to your social network

     

Most Helpful Customer Reviews

See all customer reviews