Table of Contents 

Introduction............................................................................ 5 

Chapter 1 Setting Goals........................................................... 7 

Chapter 2 Knowing Where You Are Financially.......................... 21 

Chapter 3 Managing Debt....................................................... 29 

Chapter 4 Becoming A Wise Money Manager............................ 36 

Chapter 5 Finding Money To Invest......................................... 56 

Chapter 6 Discovering Investment Vehicles.............................. 77 

Chapter 7 Investing Wisely.................................................... 131 

Chapter 8 Planning for Retirement......................................... 148 

Chapter 9 Investing for Retirement........................................ 176 

Chapter 10 Understanding Taxes........................................... 198 

Chapter 11 Planning Your Estate........................................... 213 

Chapter 12 Surrounding Yourself With Professionals................ 219 

Chapter 13 Final Thoughts.................................................... 236 

Glossary.............................................................................. 240

1100 S. Townsend Ave.,  Montrose, Colorado 81401      Phone: 970-249-9900    Toll Free: 877-422-4770    

Copyright (c) 1998-2008 ElderAdo Financial          Send us e-mail.    Schedule a Complimentary Phone Consultation