PETER MAZONAS has thirty-five years of experience as a tax and financial consultant and wealth manager. A CPA, he founded the Executive Financial Counseling Division at Bank of America and also created their Private Banking Division. Mazonas also founded Transamerica HomeFirst, a reverse home mortgage company. He is currently a consultant to financial service companies on wealth management, product design, and customer service.
Chapter 1: Facing Reality: What’s It Going to Take to Be Able to Retire?
Chapter 2: Budgeting: Finding New Money to Save for Retirement.
Chapter 3: Two-Income Households: Affording a Home and Retirement While Avoiding Bankruptcy.
Chapter 4: Buying a Home.
Chapter 5: Paying for College with Other People’s Money.
Chapter 6: Your Pension Plan = Your Retirement Lifeline.
Chapter 7: The Winning Investment Strategy for the Twenty-First Century.
Chapter 8: Taxable Investing.
Chapter 9: Retirement Redefined.
Chapter 10: Tips to Remember As You Develop Your Strategy: Your Semiannual Checkups.