Norbert (Norm) Mindel
has been an attorney, asset manager and adviser to individuals and businesses for over twenty-five years. He is the co-founder of Forum Financial Management, LLC, and Terra Securities, which was later sold to GE and then became Genworth Financial through an IPO. Mindel is a noted national speaker on many topics, including wealth and asset management for individuals and practice management for financial advisers. His many speaking engagements have included being a frequent guest of CNBC's Power Lunch and CNNfn's Your Money
. He has been quoted in the ChicagoTribune, Los Angeles Times, SmartMoney,
the New York Times,
and Crain's Chicago Business
, as well as many other industry publications.
Sarah E. Sleight is a financial writer who has spent her career working in the financial services industry in a wide variety of positions, including marketing, product management, and institutional sales on a bank trading floor. She is coauthor of Reinventing the Retail Bank, ghostwrote a book on a specialized securities strategy, and edited a number of financial books for Probus Publishing. Sleight has written articles for numerous publications in the financial services world.
PART I EVOLUTION OF A WEALTH MANAGER: MY HISTORY, WORLD, EXPERIENCE, CLIENTS AND COMPANY.
Chapter 1 Starting Out.
Chapter 2 A Decade of Active Management.
Chapter 3 Working with Individual Investors.
PART II INVESTMENTS AND MANAGING RISK.
Chapter 4 The Futility of Active Management.
Chapter 5 The Academic Background.
Chapter 6 Implementing the Strategy.
PART III MANAGING YOUR RETIREMENT.
Chapter 7 Planning for Your Retirement and Creating Income for Life.
Chapter 8 Using Annuities as an Income Tool.
Chapter 9 Using IRAs and Company Retirement Plans.
PART IV WEALTH PROTECTION: FACING A WORLD OF RISK.
Chapter 10 Best Uses for Life Insurance.
Chapter 11 The Importance of Long-Term-Care Insurance.
PART V: TRANSFERRING WEALTH AND THE NEXT GENERATION.
Chapter 12 Transferring Wealth with Estate Planning.
Chapter 13 Transferring Wealth within the Family: Inheritance Issues for Family Businesses.
About the Authors.