You've Earned It, Don't Lose It

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You've Earned It, Don't Lose It: Mistakes You Can't Afford to Make When You Retire

You've Earned It, Don't Lose It is a financial primer describing how to safeguard your financial future, illustrated with stories of ordinary, real-life people who faced misfortune because of procrastination or misinformation. Written with simplicity and clarity, complete with resource lists and glossary, this is an easy-to-understand guide to eight vital areas essential for your security and well-being.

You've Earned It, Don't Lose It covers:

  • Choosing and assessing financial advisors.
  • Trusts, wills, gifts, joint tenancy: Which is right for you?
  • Early retirement: What to do and how to avoid penalties when receiving your retirement money.
  • Joint and survivor benefits: Making sure you protect those you love.
  • Long-term care insurance: How to choose the right policy and what you should pay for it.
  • Estate taxes and probate costs: How to avoid them.
  • Durable power of attorney: How it works and why you should have one.
  • Minimizing expenses and maximizing income: getting the most for your health-care money; getting the most for your life.