List of Books

My book, "Unveiling the Retirement Myth" is ready to ship.

It has 525 pages of jam-packed information about retirement income planning based on

non-Gaussian philosophy, including numerous worked examples.

Order now!

Click here to download a sample chapter.

Find out why any amount of loss might become a permanent loss in a distribution portfolio,

why efficient frontier, asset allocation, frequent rebalancing, asset dedication, diversification, the concept of "long-term", Monte Carlo

don't and can't work in a distribution portfolio as you might want to believe.

Learn the concept of the "Zone Strategy" that will enable you to have lifelong income regardless of how much asset you have (well, within reason of course).

Bulk pricing is available

Financial Post links: Video 1, Video 2, Article, Article

Discussion forums: Bogleheads

Testimonials:

Jim: Thank you for forwarding your book. I downloaded it early this morning and just now, after several hours, completed the first read. I'll sum it up in one word "SUPERB"!!!
In my opinion, Jim, your book should be mandatory reading for every financial advisor - regardless of the area of their present or future professional focus.
Well done, and thank you!!! ...and you may quote me on the above. Ami Maislish, President, Life Guide

Jim: Your book is awesome! Very well written and crisply organized. It's a great encapsulation of your ideas and concepts. I can't wait for the hardcopy version. Thank you for the huge effort! Brant O. Greene, CFP®, CRPC®, MBA, Ameriprise Financial

Jim: Thank you for early access to your work. You have successfully derailed my entire day's schedule as I've been power-reading through the pdf document. I confess, I did begin to get depressed and skipped to the zone chapters to see what hope you offer.

First and foremost, thank you for the research, clear communication and prolific illustrations. Too many papers and reference books fail to break out the exact thought processes and calculations behind the text. Your illustrations are uniformly easy to read and support each contention. Thank you.

Second, your consideration of a wide range of strategies and mixed tools demonstrates that you are a planner yourself. You did not take the simple way out, merely critiquing stocks, bonds and mutual funds. Including analysis of various annuity structures and consideration of life and long term care insurance bring the document from the realm of the academic to the pragmatic. Very helpful. Kevin J. Reperowitz, CFP®, SAGE Financial Group, LLC.

Jim has applied his exceptional analytical skills to create a ground-breaking contribution to pre- and post-retirement financial planning - a must read for all serious students of the subject. Gail Bebee, personal finance speaker and author of No Hype - The Straight Goods on Investing Your Money.

Jim: I perused your book and it is wonderful. Adele Gipson, CFA, CFP, CPA, Consolidated Planning Corporation.

Jim: It is interesting to see what I consider "real" planning for retirement. There is so much hype about the right amount of money to have, so much about diversified investments, etc. that I am pleased to see a realistic and pragmatic approach. I especially liked the story about the financial advisor the client a muffin and coffee, determining that he had $1 million saved and needed $100,000 per year to live on.... and the advisor basically said "I can't help you" rather than trying to get a "retirement plan" for the fellow. That is the best story. Toni Chasmar.

Jim: I absolutely loved your newest book and would like to employ this rational and the Zone strategy with all my clients. Graham Cook, CFP, CIM, FMA, RDA, Composite Finance Inc.

Jim: I have been reading at your website for some years now and you are my hero for telling it how it really is, unlike the rest of the financial "industry". Sharon Rowan

List of Books:

Unveiling The Retirement Myth

Advanced Retirement Planning

Based on Market History

October 2009

Paperback: Retail: $49.99 / each

Order through Amazon or order directly or bulk: 1-4 books $49.99/each 5-10 books $39.99 /each, 11 or more books $29.99 /each,

Green Edition: download pdf file (read only) order $5.99 each.

Green Edition on CD: pdf file (read only) order $5.99 each plus shipping. Ideal educational material for the wholesaler to hand out to advisors after a meeting or during a conference.

Errata (Table of corrections)