Review by Javier Centonzio, Esq., Alexandria, Virginia Book by: Doug Nordman As I read The Military Guide to Financial Independence and Retirement, I found myself regretting not having read it before joining the Marine Corps at the age of eighteen. This book is a must read for anyone who is considering joining the military. However,…
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Review by Jessica Fisher, Esq., Carlisle, Pennsylvania Book by: John E. Nelson and Richard N. Bolles This book begins with a history of retirement and then transitions into what the authors call the “New Retirement.” This concept of the New Retirement is very interesting because it is not only about finances it is about your…
Review by: Gerardo Olivarez, Jr., Esq., of Tampa, Florida Book by: Mike Piper I found this book to be one that I could easily give to a client. The author provided a basic background of retirement planning. The material is not overwhelming for the average reader. The subject of retirement planning focuses on retirement living…
FEBRUARY 18, 2013 VOLUME 20 NUMBER 7 Seniors are subjected to a constant drumbeat of advice: make sure you have no assets in your own name, or you will lose them to the nursing home. Transfer everything to your children to “protect” your assets. Is it good advice? We usually counsel against such transfers. They…
Review by Gary Mansfield, JD, Aventura, Florida Book by Stan Hinden I was intrigued by this book for several reasons. First, it has actually been published in three prior editions, and as such I felt that it must have some worthwhile information. Secondly, the publisher of the same is The McGraw-Hill Companies, Inc. This publisher…
FEBRUARY 11, 2013 VOLUME 20 NUMBER 6 Last fall the Social Security Administration quietly released the text of changes to the Program Operations Manual System — the POMS. Though described as “clarifications” by Social Security, they were actually far-reaching changes that would have driven up the cost of trust administration, complicated the lives of beneficiaries…
The Couple’s Retirement Puzzle: 10 Must-Have Conversations for Transition to the Second Half of Life
Review by Ann Mackey Kling, Las Vegas, Nevada Book by Roberta K. Taylor, RNCS, M.Ed., and Dorian Mintzer, M.S.W., Ph.D. This is a book about how to communicate with your partner regarding the important choices surrounding retirement to allow you both to make decisions that suit your needs, talents, resources and dreams. Its purpose is…
Review by Pamela Zimba, Oakland, California Book by Deborah L. Jacobs Among the many reasons that I like this book, is that it’s a combination of estate planning (EP) information and retirement planning (RP) information. The Table of Contents, which contains the listing of the 19 Chapters in the book, provides a brief description of…
FEBRUARY 4, 2013 VOLUME 20 NUMBER 5 Arizona adopted a version of the Uniform Trust Code in 2008, to be effective at the beginning of 2009. The UTC has been the subject of much discussion across the country — it has been adopted in about half the states, and soundly rejected in a few others.…
JANUARY 28, 2013 VOLUME 20 NUMBER 4 At Fleming & Curti, PLC, we don’t spend much time reading appellate decisions about divorce, property division and child support. That’s because we don’t practice family law, and there’s plenty to keep up with in our chosen realms of law. But a recent decision from the Arizona Court…