WealthBuilding : Investment Strategies for Retirement and Estate Planning

Written by two senior financial planners, WealthBuilding features the stories of 31 real investors–each at a different phase in his or her life and each facing different financial challenges. What they all have in common is their ability to get on the right path to achieving their definition of wealth. How did they accomplish this? By using the approach that authors David R. Reiser and Robert L. DiColo recommend–thinking of investments and wealth goals as a "virtual business" with the investor as the CEO and a professional investment advisor serving as Chief Operating Officer (COO). The COO oversees the day to day responsibilities of achieving and managing wealth for clients, allowing investors to focus on their own careers or enjoy their retirements. This book will help advisors work with their clients as well as empower investors to take control of their investment planning and select a trusted advisor to help them achieve wealth. WealthBuilding identifies the key to saving prudently, and describes the seven common pitfalls that frequently sidetrack investors from a smooth road to wealth. Through detailed Wealth Stories, the authors explain in understandable terms how to set up a plan matched to individual needs rather than using a cookie cutter approach based on age and income. Each chapter is enhanced by a technical section, written specifically for financial service professionals to help them work with clients more effectively. WealthBuilding provides the tools and exercises to guide both the professional and the individual investor to manage wealth successfully.