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It's about More Than the Money Investment Wisdom for Building a Better Life

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ISBN-10: 0137050321

ISBN-13: 9780137050321

Edition: 2010

Authors: Saly A. Glassman

List price: $19.99
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How can you regain control over your financial life, and stay in control? How can you profit from the knowledge and experience of one of the world's leading financial advisors, without paying the fees that typically go with that relationship? InIt's Not Just About the Money, Saly Glassman brings together proven investment truths (or lessons) and illuminates each of them with actual examples and investor experiences, and guides you through putting them to work. Glassman is singularly well-qualified to write this book: she currently invests over $2 billion for her clients, and was recently ranked the nation's #1 woman financial advisor. Here, she teaches you how to plan your finances…    
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Book details

List price: $19.99
Copyright year: 2010
Publisher: FT Press
Publication date: 4/30/2010
Binding: Paperback
Pages: 240
Size: 5.50" wide x 8.25" long x 0.50" tall
Weight: 0.550
Language: English

About the Author
Rules Are Essential, but They Do Not Guarantee a Win
Evaluate the Investment Rules you Followed
Examine How Well You Followed the Rules
Get Back in the Game
Focus Your Predictions on What You Can Control: Your Priorities
Let Go of What Might Have Been
Learn to Recognize the "What Might Have Been" in Your Language
See It for What It Really Is
Eliminate the "What Might Have Been" from Your Language
Notice What Factors Are and Are Not in Your Control
Learn from Your Mistakes and Change for the Next Time
Take Full Responsibility
Take Responsibility
Blame Others
Take Responsibility
A Master Plan for Your Life
Get the Bigger Picture for Your Life
Look at the Path from Where You Are Now to Where You Want to Be
Map Out a Strategy
Take Responsibility for the Master Plan
Do What You Know and Recognize What You Don't Know
Have Investment Rules That Work for You
As the Investor, I must Understand what I own
Rule #2
My Investments Should Be Completely Transparent
My Investments Must Be Audited by Federal Regulators and/or an Independent Third Party
I Must Understand How I Am Paying for Investment Advice, Services, and Products
I Have Personally Investigated the Character of the People with Whom I Associate and Do Business. I Did Not Delegate This Critical Responsibility to a Third Party
The Time to Have the Fire Drill Is Not in the Middle of the Fire
Communication with Advisors
Wills and Estate Planning
Tax Planning
Protection of Spouses and Gifting to Children and Charitable Interests
Asset Allocation and Investment Strategy
The Best Advice Is Sometimes About What Not to Do
Investing with Friends
Overextending Your Borrowing
Living the Consequences of Someone Else's Choices
Getting Attached to Things and Not Wanting to Sell
Appreciate the Value of Holding on to What You Have
You Could Misplace It
You Could Waste It
You Could Lose It in the Financial Markets
You Could Have It Stolen from You
You Could Gamble It Away
You Could Give It Away
You Could Lend It and Not Get Repaid
Holding on While Getting Ahead
Know What You Want to Accomplish
Capital Preservation
Income with Growth
Aggressive Growth
Be Clear About What You Have and What You Don't Have
Expect to Pay a Price-Either Now or Later-for the Choices You Make About Handling Your Money
Estimate Your Desired Income in Today's Dollars
Determine Your Time Frame for Financial Independence
Adjust the Income Figure for Future Inflation
Calculate the Ending Balance You Need to Support the Inflated Income Figure
Estimate Your Starting Balance Using Liquid Assets and Possibly Adding Other Assets That Are Soon to Become Liquid
Estimate the Future Value of Your Current Assets, Using a Rate of Return That Is Realistic Based on Your Investment Portfolio and Asset Allocation
Subtract the Difference Between What You Need for Your Ending Balance and What You Have Now
Calculate the Amount You Need to Save Each Year-for Your Designated Time Frame-to Close the Gap and Potentially Achieve Financial Independence
Develop an Asset Allocation Plan
Paying Now
Paying Later
Making the Choice
Know the Essence of Your Advisor's Brand
Ask the Advisor Directly About the Brand
Ask Other People About the Advisor's Brand
Meet Several Advisors to Compare Their Brands
Recognize and Respect Your Gut Reaction
Know the Brand You Want
Live It
Does your Advisor Care Deeply About You?
Expect to Be Taken Care Of
Recognize What Is Important to You
Ask for It
Know If You Are Getting It
The Investor's Perception Is the True Reality
Crises are Like Little Gifts
Crises Force You to Examine Your Behavior
It's Foolish to Waste a Good Crisis
Crises Give You a Chance to Gain Objectivity
Crises Give You an Opportunity to Enhance Communication with the Important Players
Crises Force You to Reevaluate Your Priorities
The Most Valuable Things in Life Do Not Involve Currency
Paula and Maureen
Find the Courage You Need to Have Integrity
There's an Entire Economy in What We Consume and Waste
Make It Happen
Respect Rules, but Appreciate Them for What They Are
Choose Your Financial Advisor Deliberately and Carefully
Take Responsibility
Be Strong
Keep Your Eye on the Big Picture
Make It Happen
Appendix: Formulas Used for Chapter 12 Calculations
Review of Step 3: Adjusting Your Monthly Financial Needs for 3% Inflation over 25 Years
Review of Step 4: Calculating the Capital Investment Value Needed to Generate the $15,700 Monthly Draw ($188,000 Annually) Needed 25 Years from Now
Review of Step 6: Calculating the Future Value of $250,000 Today After 25 Years of Returns at a Rate of 7%
Review of Step 7: Calculating the Asset Gap Needing to Be Filled by Savings and Investment Returns over the Next 25 Years
Review of Step 8: Calculating the Amount You Will Need to Save Annually for 25 Years to Close the Retirement Investment Gap