Section 1: The 10,000-Foot View, Basics Never Change
Chapter One: Why do we Invest?
Brighter Future
Lower Risk
Investing to Make Money
Store Excess Cash
Chapter Two: What is in Investing?
Providing Others Capital
Providing Yourself a Return
Probability Measurement
Future Security
Chapter Three: When do we Invest?
Best time to Start
Opportunities
Chapter Four: Where do we Invest?
Securities Markets
Real Estate
Annuities
Other (College savings plans, etc.)
Chapter Five: How do we Invest?
Mutual Funds
Deferred Employer Plans
Through a Professional Planner
Broker
Section 2: Basic Tools of Retirement
Chapter Six: Tax-Deferred Investing
IRA (Traditional, Roth, SEP)
401(k), 403(b), 457
Chapter Seven: Stocks
Sectors
Risks
Rewards
Chapter Eight: Bonds
Types
Risks
Rewards
Chapter Nine: Real Estate
Direct Investment
REITs
Chapter Ten: Annuities
Benefits
Types
Chapter Eleven: Teamwork
Where to Get Advice
Section 3: What Drives Markets
Chapter Twelve: Stocks
Bonds
Real Estate
Chapter Thirteen: The Most Important Economic Indicators
Chapter Fourteen: Confidence in Cycles
Section 4: Slower-Lower Tips for Longer-Greater Success
Chapter Fifteen: Success
Big Picture
Chapter Sixteen: Investment Success
Chapter Seventeen: Successful Life Planning
Chapter Eighteen: Risk Management and Happiness
Endnotes
Charts
Glossary
Index
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“I hope advisors will read the book and realize there is more to financial and retirement planning than getting a particular clients’ affairs in order to meet their minimum requirements over the next 20 – 30 years or what we call 'retirement.' ”
