Cruising Through Retirement 2nd Edition
- Safety, because it’s too hard to get back what you lost.
- A reasonable rate of return on your money. Most people do not expect to be stock market wizards. They want a safe and consistent way to be able to support their lifestyle.
- Simplicity, because nobody wants to be a fool. They want to make legal and financial decisions they can understand.
- Income for life. Nobody wants to run out of money before they die. If you are out of money, then you are out of options.
Rick Law and Zach Hesselbaum know that most retirees make lots of poor investment and legal choices-unsafe, complex, and with pie-in-the-sky promises. Want to sleep better? Read this book! It was written by two very talented people who work together to provide boomer retirees, maturing seniors and frail elders with legal and financial solutions. Rick describes himself as a “learn-a-holic” and somewhat cynical realist. Over the years, he has read and collected 114 books (at last count) on investing, taken numerous courses and worked with more than 2,000 clients and their financial advisors. (His most highly recommended books on investing are listed in the Appendix section of this book.) He has a well-earned reputation for insights into the future and wisdom based on his broad business, investment and legal experience.
Author, LEL Founder, Managing Partner
Alzheimer's and the Law
This dialogue, unfortunately, is based more on experience than imagination. My mother, who passed in 2011 at the age of 91, spent her last 6 years, increasingly confused by dementia. The perseveration and repetitions that characterize Lidia’s conversation became familiar to me, as did the fact that my mom could have unpredictable flashes of amazing lucidity. Caring for her was always a challenge, even though I had the complete support of my sister, Vicki, who shared the responsibility with me, and the heroic assistance of two wonderful cousins, Joy and Sy Dordick, who spent time with my mom, and often stood in for me when I was travelling. Nonetheless, when my mom lay dying, I felt compelled to ask her whether she wanted to go on with her life. That was simply not a decision any of us felt we could make for her.
Founder and Lead Partner, Law Elder Law, LLP
In my role as lead attorney of the Law Elder Law organization, it is my job to surround myself with people who are committed to serving our clients in a world class manner. We must be people who are trustworthy and client-oriented.
Our team must see itself as an organization where not only our clients, but also our co-workers, are treated with respect and courtesy and a heartfelt commitment to put the interests of others above our own. We can provide world class service only when we ourselves live out the Golden Rule in such a way that we imagine what we would want, and then grab the initiative and do that for others.
I invite my clients to hold me personally accountable for the actions, performance, and results of anyone on our team. My commitment to building a world class organization is a commitment that is never-ending.
I am married to Rosemary Law and we have four children – Adam, Diana, Catherine, and Ethan – and four grandchildren – Lucy, Daphne, Evan, and Phoebe.
Qualified, Experienced Attorneys
Leaders In the Industry
They've Been Through It Personally
Language You Can understand
Answers to Your Burning Questions
Make your Money Last As Long As You Do