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The Professional's Guide to Retirement Financial Management2000

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Title: The Professional's Guide to Retirement Financial Management2000
by Gerald J. Robinson
ISBN: 0-15-606757-9
Publisher: Harcourt Brace Professional Pub
Pub. Date: July, 1999
Format: Paperback
Volumes: 1
List Price(USD): $139.00
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Average Customer Rating: 4 (4 reviews)

Customer Reviews

Rating: 5
Summary: Invaluable planning reference
Comment: Robinson does a great job at laying out all the various factors to be considered in serving this segnment of the retirement market. This book belongs in every serious planner's library.

Rating: 5
Summary: Highly recommended for planners serving older clients.
Comment: As noted in the book's preface, nearly 40 million people are already in the age range of 55-70, a time when one's options for retirement planning become somewhat limited. And more than 2 million baby boomers will join them each year. Clearly, this is an excellent market for planners.

Author Robinson shows how to serve this large and growing market with what he calls a new specialty: retirement financial management practice. And he does an excellent job pulling together various considerations that need to be taken into account: financial projections, determining and maximizing social security, determining and maximizing retirement plan benefits, successful investment strategy for this age group, reducing investment risk, tax rules, and what to do if there isn't enough cash flow.

The author does an excellent job of explaining the various areas clearly. And the included forms are invaluable!

Rating: 5
Summary: A great, one-of-a-kind resource
Comment: A great resource which fills a void in retirement planning coverage. This book is exactly what I needed to complete my retirement planning library.

As an attorney with clients at or near retirement age, I searched long and hard for a resource that would help me better serve those clients for whom it it was too late to do any real planning FOR retirement. With Robinson's well-written and researched book, I can confidently and efficiently serve this client base, from calculating whether they have enough to live on, to maximizing retirement benefits, to developing and implementing strategies for maximizing and protecting their nest egg and increase their cash flow as necessary.

And as a busy practitioner, I really appreciate the many forms and checklists included on the accompanying CD.

I wish this resource had been available many years ago when I first opened my practice.

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