Financial bliss : a couple's guide to merging money styles and building a rich life together / Bambi Holzer.

Format:

Book

Author/Creator:

Holzer, Bambi.

Language:

English

Subjects (All):

Couples--United States--Finance, Personal.

Couples.

Investments--United States.

Investments.

Financial security--United States.

Financial security.

Wealth--United States.

Wealth.

Physical Description:

vi, 250 p. : ill.

Edition:

1st ed.

Place of Publication:

New York : AMACOM, American Management Association, c2007.

Language Note:

English

Summary:

Holzer provides investment and financial planning services to individuals and families looking for guidance in managing their money. She takes a 'life planning' approach, helping them define financial goals while taking into consideration family, career, retirement, and other life choices. Media-savvy author, Holzer has appeared on the "Today Show," "NBC Nightly News" with Tom Brokaw, "Fox on Money," CNN, CNBC, "Bloomberg," "Lifetime," and local television and radio shows across the country. She has been quoted in such publications as "U.S. News and World Report," "Money Magazine," "Business Week," "Smart Money," "Research Magazine," "Investors Business Daily," "New York Times" and the "Los Angeles Times." Holzer is an Accredited Investment Fiduciary trademark], a Certified Specialist in Planned Giving, Certified Estate Advisor, and a member of the American Society of Pension Actuaries (ASPA), the National Institute of Pension Administrators (NIPA), the Investment Management Consultants Association (IMCA), and the Western Pension and Benefits Conference Group.

Contents:

Getting to know you and your partner

Love

and dead ends

are blind

Finance is in the eye of the beholder

our individual money styles

"We need to talk"

Conducting your financial state of the union meeting

Merging and managing your financial life together

Yours, mine, and ours

marrying your finances

or not

No secrets

keeping and maintaining good financial records

Successfully preparing for your financial life events

Setting up house

Children and couplehood

Being prepared for emergencies

Retirement

at long last and how long will our money last?

Estate planning

Investing today

what you need to do now

Times have changed

What to invest in now

Epilogue

parting words.

Notes:

Includes index.

Digitized and made available by: Books24x7.com.

ISBN:

1-281-12654-3

9786611126544

0-8144-2989-0

OCLC:

815543274