Your Complete Guide to a Successful & Secure Retirement by Larry SwedroeMy rating: 4 of 5 stars
This felt like two different investment books. The first was closer to what I look for than the last. The book begins with some suggestions of the issues faced by retirees, such as worrying about spouses and sequence of returns risk. The author then provides some advice on thinking through these issues and determining your own path. This was a pretty common start. Where the book shines was the next few chapters, focused on asset allocation research and personal investment policies. The author provides some specific fund examples to plan around, and some specific advice that I hadn’t run across before based on the author’s research – in effect advice to step back from the efficient frontier to trade off a little return for some measure of risk reduction. The bulk of the rest of the book were a series of chapters on topics of interest in retirement, including the normal topics of Medicare, Social Security, and annuities, but also including lesser covered topics like women’s unique retirement issues, elder financial abuse, and preparing your heirs. I found these chapters to be hit and miss, some bits very familiar and some bits providing a new take on topics. Very good, even for someone who reads a lot of these kinds of books.
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