Personal Finance for Seniors For Dummies addresses the unique financial opportunities and challenges that present themselves as individuals grow older in astlye that members of the 50+ population will find instantly relatable and tailored to their needs. This title will empower readers as they chart their financial course for the decades to come, guiding them through the basics of creating a budget for retirement, investing accrued assets, taking advantage of governmental and nongovernmental benefits and planning for their family's future. Topics covered include: Buying a second home Selling the family home and moving to a smaller space Relocating Reexamining investment strategies and rebalancing a portfolio Wills and trusts Gifting and philanthropy Applicable tax laws Finding a financial advisor Investing for the first time Reverse mortgages Long-term care options Life insurance Health care, Medicare, and prescriptions drug costs Burial accounts Financial considerations for the newly single Understanding pension plans Understanding Social Security Basic enough to help novices get their arms around thorny financial issues, Personal Finance For Seniors also challenges advanced readers to think about their finances in a new way and identify areas for improvement.Eric Tyson is the author of numerous best-selling For Dummies titles, including Personal Finance For Dummies, Investing For Dummies and Mutual Funds For Dummie and the co-author of Real Estate Investing For Dummies, Home Buying For Dummies, and House Selling For Dummies. Eric is a nationally recognized personal finance counselor, writer, and lecturer. He has been featured on and quoted in hundreds of local and national publications and media outlets. He's a former management consultant in the financial services and a personal financial counselor. Eric is a trained economist who graduated with honors in Economics from Yale University. Bob Carlson (Centreville, VA) is Chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $2.1 billion in assets and has served on the board since 1992. He is also editor of the monthly newsletter, ‘Retirement Watch.’ Bob received his J.D. and an M.S. in Accounting from the University of Virginia and received his B.S. in Financial Management from Clemson and passed the CPA Exam. He is the author of TheNew Rules For Retirement: Strategies for the Future and Invest Like a Fox...Not Like a Hedgehog: How You Can Earn Higher Returns with Less Risk.
- ISBN: 978-0-470-54876-9
- Editorial: John Wiley & Sons
- Encuadernacion: Rústica
- Páginas: 384
- Fecha Publicación: 10/05/2010
- Nº Volúmenes: 1
- Idioma: Inglés