PART I: EVOLUTION OF A WEALTH MANAGER: MY HISTORY, WORLD, EXPERIENCE, CLIENTS AND COMPANY. Chapter 1. Starting Out -- Chapter 2. A Decade of Active Management -- Chapter 3. Working with Individual Investors -- PART II: INVESTMENTS AND MANAGING RISK. Chapter 4. The Futility of Active Management -- Chapter 5. The Academic Background -- Chapter 6. Implementing the Strategy -- PART III: MANAGING YOUR RETIREMENT. Chapter 7. Planning for Your Retirement and Creating Income for Life -- Chapter 8. Using Annuities as an Income Tool -- Chapter 9. Using IRAs and Company Retirement Plans -- PART IV WEALTH PROTECTION: FACING A WORLD OF RISK. Chapter 10. Best Uses for Life Insurance -- Chapter 11. The Importance of Long-Term-Care Insurance -- PART V: TRANSFERRING WEALTH AND THE NEXT GENERATION. Chapter 12. Transferring Wealth with Estate Planning -- Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses.
