Corporate Communications — Book Reviews
There are literally thousands of "do-it-yourself" financial planning and success books in today's marketplace. The choices are endless. The real question that remains is: How do readers get an accurate preview of which books will provide the best information for their circumstances?
That's where Liberty Publishing demonstrates the real depth of our expertise by constantly reviewing the marketplace and choosing the best selections of financial success and planning books from the best authors and providing online reviews.
Website visitors who seek book reviews are most often on a quest for information. Out of the thousands of books covering investments, insurance, mutual funds, estate planning, and financial independence, our goal is to deliver a snapshot of the informative merits of the book, while resisting making recommendations, which in turn gives visitors the information necessary to make informed decisions.
J. K. Lasser's Estate Planning for Baby Boomers and Retirees
Written by Stewart H. Welch III, CFP, AEP Published by Macmillan Book
Review by: M. Jeffrey Rosen, CLU, ChFC
Today's baby boomers and retirees have amassed an unprecedented level of wealth. They will have a unique opportunity to retire in comfort and provide for their family members and favorite charities. Yet, while these individuals may be skilled at handling their investments, chances are they have not paid adequate attention to preparing their estate plans. J. K. Lasser's Estate Planning for Baby Boomers and Retirees is a comprehensive guide to estate planning. It addresses the most important wealth preservation issues for baby boomers and retirees in one easy-to-use reference. In three main sections, nationally recognized financial advisor, Stewart H. Welch III, leads baby boomers and retirees through the process of understanding estate planning fundamentals, using trusts, and developing multigenerational estate transfer strategies. This book discusses the key issues baby boomers and retirees should understand, including critical provisions to include in a will, strategies for accumulating sufficient capital to retire, and instructions for maximizing the transfer of your estate while minimizing taxes. A helpful appendix lists some top professional advisors in each state.
100 Questions You Should Ask about Your Personal Finances
Written by Ilyce R. Glink Published by Times Business Random House Book
Review by: M. Jeffrey Rosen, CLU, ChFC
Sometimes, ignorance is bliss. But, when it comes to personal finance, most people want all the help they can get. 100 Questions You Should Ask about Your Personal Finances provides the information you need to successfully navigate the often confusing and intimidating world of personal finance. Ilyce R. Glink's goal is to help you "grow into the job" of managing your personal finances by showing you how to understand and organize them in a way that makes sense. Using a question and answer format, the author structures discussions on such basic finance topics as budgets, credit, insurance, real estate, retirement planning, and investments. In a warm, engaging style, Glink thoroughly answers each question. For example, Question 31—Should I Buy a Home or Should I Rent?—receives a four-page treatment that addresses financial, personal, and emotional issues. It also provides information on dealing with interim housing moves. 100 Questions You Should Ask about Your Personal Finances is illustrated with many common sense tips. Appendices identify the top ten personal finance mistakes, and explain five easy things you can do to improve your financial situation.