A helpful book

I’ve been out of blogging for a while but today just passed a milestone that will give me more opportunity to post. For over a year I’ve been involved in settling a complex estate and have been exposed to lots more “real-world” financial issues than ever before in my life. And this year I turned the magic age where I had to deal with RMD (Required Minimum Distributions) from my 401Ks and IRA. So I needed help I could trust.

Even though I have a MBA, from leading bizschool, with concentration in finance my study (decades ago) was mostly theoretical, not practical. So as an investor I have just the simplest investments. So now, with some new funds to invest, I needed some practical help to manage my assets for my retirement.

So I searched around a bit and found this very helpful book, The Investing Handbook for Almost Everyone.  It’s very readable and has tons of practical and useful advice that I can apply for myself. In setting up the RMDs I had to deal with multiple self-interested financial “advisers” (really just investment firms). Mostly their “advice” was to move all my funds to their management. I know enough to also know that their specific investment “recommendations” are also what probably generates the largest fees for them! So getting help, even through the impersonal connection of a book, but from an “objective” person who’d provide honest advice with no hidden agendas is very useful.

So I can recommend this book and it could help guide you through some of the complexity of investing in a manner that best fits your needs, not the need of someone who has other agendas.


About dmill96

old fat (but now getting trim and fit) guy, who used to create software in Silicon Valley (almost before it was called that), who used to go backpacking and bicycling and cross-country skiing and now geodashes, drives AWD in Wyoming, takes pictures, and writes long blog posts and does xizquvjyk.
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