SET FOR LIFE

With breezy commonsense language and optimism, a retirement consultant outlines a plan for managing one’s finances during the last third of life. The challenges in this phase of life are how to manage what you have instead of how to save for the future. Inflation, taxes, investing, insurance, retirement plans, health care, and many other issues are all explained with clarity. The advice is balanced and understandable; these are mainstream ideas that most CPAs will like because they do not involve unusual risk. While it doesn’t talk down to anyone, this is a primer that anyone can use to begin taking control of their finances in their later years. T.W. © AudioFile 2006, Portland, Maine [Published: APR/ MAY 06]