GRAND Magazine - March/April 2010 - (Page 26)

The best half Next Steps to make the second half of life even better than the first Jan L. Warner  is the founder of Life Management®. Jan Collins  has more than 27 years of experience as a journalist, writer and editor; she is a special correspondent for The Economist (London). re you set for life after 55? We all want to think so. After all, we work hard in our careers to ensure smooth sailing after retirement. Places to go, grandchildren to see Hold on—Jan Warner and Jan Collins, authors of Next Steps: A Practical Guide to Planning for the Best Half of Your Life , caution that we need to make sure our financial security isn’t undermined by incomplete planning or deliberate scams. The book gathers together information we need to protect our resources, including how to put together a professional team of advisors to plan for financial power of attorney, long-term care planning, wills, medical directives and much more. To whet your appetite, the editors of GRAND present here an excerpt from Next Steps. (Watch for more in an upcoming issue.) Finding a Financial Advisor Depending on your financial situation, you may or may not need a financial advisor. Given the recent huge swings in the stock market, whether you remain in the market or stay on the sidelines is clearly your choice In our view, preservation of principal is essential for seniors because future asset acquisition is unlikely. Additionally, seniors must be careful not to get caught up in the numerous scams that permeate the investment community today. If you do choose an investment advisor, that person or entity should never serve as your attorney, personal representative, or trustee To find a financial advisor, click here . And to find out if there have been complaints filed against a potential broker or financial advisor, click here  or here . Want to know more? You could win a copy of Next Steps! Send your name and mailing address to grand@grandmagazine.com with this subject line: Next Steps book giveaway. If you’re one of the first five to contact us, Quill Driver Books will send you a free copy. Good luck! G Share this article with your friends. GRAND MARCH APRIL Click and connect to more resources instantly where you see this symbol:  * http://www.quilldriverbooks.com/next_steps/about_next_steps.htm http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm http://www.sec.gov/investor/brokers.htm http://www.lifemanagement.com/aboutus/warnerbio.php http://www.lifemanagement.com/aboutus/collinsbio.php

Table of Contents for the Digital Edition of GRAND Magazine - March/April 2010

GRAND Magazine - March/April 2010
Contents
Win a litl Webbook!
GRAND Central
Win Something Wonderful!
Ken and Margie Blanchard: Grade A with the Grandkids
The Gift of Green Investing
The Best Half
Do You Wanna Dance?
She vs. She
Gram’s Legacy
Framed!
Star Performer
Resources
GRAND Finale

GRAND Magazine - March/April 2010

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