Investment Industry Claims Debunked: Smart Personal Finance Management For Ordinary Folks, Before and After Retirement by Kurshan; Robert P 3030767086 9783030767082

Investment Industry Claims Debunked: Smart Personal Finance Management For Ordinary Folks, Before and After Retirement Kurshan – Ebook Instant Download/Delivery ISBN(s): 9783030767082,3030767086

Product details:

• ISBN 10:3030767086
• ISBN 13:9783030767082
• Author:Kurshan, Robert P.

This book is for people who want to know what to do with the money they save: so that it’s there when they need it — to buy a home, pay for college, etc. — but also grows enough so they don’t outlive it. The investment industry is fixated on the importance of maintaining a “balance” of stocks and bonds, shifting to more bonds as one ages. This book challenges this belief by arguing that what’s actually important is to have just enough bonds and cash to support spending needs from a stable source, and to replenish these through the sale of stocks at propitious times when the stock market is not depressed. It features simple mathematical calculations, an explanation of basic financial objects like stocks, bonds, ladders, CDs, ETFs, or annuities, a discussion of how to evaluate financial risk, examinations of insurance, fraud deterrence, dollar cost averaging, benefits of a mortgage, risks of a pension, and general advice about healthcare.

Table contents:

1. How to Get Richer
2. Deciding What to Invest In
3. Understanding Risk
4. How Much to Hold in Fixed Income Investments?
5. When to Exchange Equity for Fixed Income Investments
6. Calculating Spending
7. Insurance Mediates Risk
8. Fraud Deterrence
9. General Investment Issues
10. Can I Afford to Retire?
11. Investments After Retirement
Part I. For the U.S. Investor
12. Pre-retirement Investment
13. Tax-Advantaged Savings in Retirement
14. Tax Relief for Education and Gifts
15. Optimizing Social Security
16. Healthcare
17. Pensions
18. The Looming Retirement Crisis

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