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Set For Life Set For Life
A Financial Planning Guide for People Over 50

PaineWebber investment executive Bambi Holzer's first book, Retire Rich, presented peak-earning, but financially naïve, baby boomers with the fundamental tools and techniques necessary to create individualized retirement plans based on current situations and projected needs. In Set for Life, she addresses financial planning and management issues for readers even closer to retirement age. Unlike boomers a decade or two younger, who are still actively accumulating resources, Holzer writes, these folks "are more concerned with keeping what they have. They are not necessarily trying to get rich. They just want to have a comfortable lifestyle and make their money last as long as they do." She offers advice on maximizing "your retirement bucket ... between now and then" through sound investment decisions; determining how assets will be affected by additional sources of income such as Social Security, real estate, and paid employment; accommodating the inevitable impact of taxes, insurance, and inflation; and generally preparing the best way possible for the uncertainties ahead. --Howard Rothman

Set For Life Retire Rich
The Baby Boomer's Guide to a Secure Future

Will your retirement be a comfortable and enjoyable new stage of adulthood or a time of uncertainty, strict economizing, and reduced options? As retirement planning guru Bambi Holzer explains, the choice is yours–but the time to act is now, while youre still earning a steady income. Written by a baby boomer for baby boomers, in clear, nontechnical language, Retire Rich takes the fear and mystery out of planning, saving, and investing for the future, whether youre just getting started or well along in your retirement planning. Enhanced by helpful charts, tables, and worksheets, Retire Rich offers you a golden opportunity to secure your financial future and enjoy the peace of mind that comes with taking charge of this very important part of your life.

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