Praise for THE NEW RULES OF RETIREMENT
"As a Wharton graduate, money manager, Chief Financial Officer, andCertified Financial Analyst, I didn't think I needed help in makinginvestment choices and planning for my retirement. I was wrong. Ihave been a subscriber to Retirement Watch since 1997. I trust BobCarlson completely and follow his investment, tax, and planningadvice personally.„
--Sandy Kagan, CFA
CFO Partner, Tatum Partners
“A clear, practical, and wisely unconventional guide to the newworld of retirement.„
--Humberto Cruz
Nationally syndicated financial columnist, Tribune MediaServices
“Bob Carlson does a magnificent job preparing readers for the manychallenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns andemployer-provided defined benefit plans. Bob provides readers withcreative approaches for contending with these challenges to helpensure financially and emotionally secure 'freedom years'.„
--Lawrence E. Kochard, PhD, CFA
Chief Investment Officer, Georgetown University
“Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever thelandscape facing America's retirees. Stereotype retirement based onSocial Security and employer pensions is out; making ends meet onyour own is in. Better get yourself ready--and you can do so byreading this book."
--James C. Miller III
Former U. S. Budget Director, Chairman of The CapAnalysis Group, LLC
"As a Wharton graduate, money manager, Chief Financial Officer, andCertified Financial Analyst, I didn't think I needed help in makinginvestment choices and planning for my retirement. I was wrong. Ihave been a subscriber to Retirement Watch since 1997. I trust BobCarlson completely and follow his investment, tax, and planningadvice personally.„
--Sandy Kagan, CFA
CFO Partner, Tatum Partners
“A clear, practical, and wisely unconventional guide to the newworld of retirement.„
--Humberto Cruz
Nationally syndicated financial columnist, Tribune MediaServices
“Bob Carlson does a magnificent job preparing readers for the manychallenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns andemployer-provided defined benefit plans. Bob provides readers withcreative approaches for contending with these challenges to helpensure financially and emotionally secure 'freedom years'.„
--Lawrence E. Kochard, PhD, CFA
Chief Investment Officer, Georgetown University
“Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever thelandscape facing America's retirees. Stereotype retirement based onSocial Security and employer pensions is out; making ends meet onyour own is in. Better get yourself ready--and you can do so byreading this book."
--James C. Miller III
Former U. S. Budget Director, Chairman of The CapAnalysis Group, LLC
