YOUR money is YOUR million. It’s your ticket to living life as you choose—now and in the future. Given that your money may need to last 20, 30, or potentially even more years into retirement, you have to protect it. If you have money, big or small, you are the target of a swindler.
Chapter 1 -
Know the Sources of the Swindle: The Obvious and Not So Obvious
INTRODUCTION
MY STORY: HOW I UNWITTINGLY BECAME A FIDUCIARY
SECTION 1
Chapter 1
Know the Sources of the Swindle: The Obvious and Not So Obvious
Chapter 2
Be Wary of Any Promise Not Grounded in Reality
Chapter 3
Keep the Tax Swindle in Check
Chapter 4
SECTION 2
MONEY IS A COMPLEX FAMILY AFFAIR
Chapter 5
Build a Value Foundation with Your Spouse or Partner
Chapter 6
Insist Your Kids Take Responsibility
Chapter 7
Stand Tough in the Face of Manipulation
Chapter 8
Make Peace with Your Own Mistakes Surrounding Money and Your Kids
Chapter 9
Prepare Responsibly for Kids with Special Needs
Chapter 10
Keep Inherited Assets Separate from Marriage Assets
SECTION 3
MAKE A PLAN FOR YOUR ENTIRE RETIREMENT PUZZLE
Chapter 11
Think of 90 Rather than 80 as an Average Lifespan
Chapter 12
Clarify Your Values Surrounding Old Age
Chapter 13
Understand Issues Surrounding Long-Term Care
Chapter 14
Create a Strategy to Prepare for Long-Term Care Needs
Chapter 15
Overcome Retirement Fears: Make a Plan for the Worst-Case Scenario
Chapter 16
Make a Plan for Your Loved Ones in the Event of Death
Chapter 17
Ensure Taxes Won’t Eat Away at All Your Hard Work
Chapter 18
Plan for Inflation
SECTION 4
MAKE PEACE WITH YOUR OWN MISTAKES
Chapter 19
Check Your Ego—and the Need to Control Everything—at the Door
Chapter 20
Give Yourself Permission to Trust a Fiduciary
Chapter 21
Watch Out for Unqualified Advisors
Chapter 22
Consolidate Assets
Chapter 23
Watch Out for the Twin Devils: Shame and Guilt
CONCLUSION
FINAL THOUGHTS
ABOUT THE AUTHOR
WARD GARNER