Description
Book SynopsisMoshe A. Milevsky, Ph.D. is a tenured finance professor at the Schulich School of Business at York University (www.yorku.ca) in Toronto, Canada, and the executive director of the nonprofit IFID Centre (www.ifid.ca). He is also the president and CEO of The QWeMA Group (www.qwema.ca), a software company that develops intellectual property and numerical algorithms for the financial services industry. He also writes a monthly column for Research Magazine that is read by financial advisors and planners in North America.
Moshe is a well-known public speaker and has delivered keynote lectures and seminars in Europe, South America, the Far East, and the UK. In June 2009, he was a main platform speaker for MDRT's annual meeting. He has consulted for global insurance companies and pension funds including the Florida State Board of Administration's (FSBA) retirement plan. He is currently a member of a variety of corporate advisory councils. To date he has publi
Trade Review
800 CEO Read Bestseller, March 2010. Recommended in "5 Money Books Worth Every Penny," by Liz Pulliam Weston, MSN Money. "Your Money Milestones refutes mainstream financial rules." USA Today, March 12, 2010.
Table of Contents
Acknowledgments xv
About the Author xvii
Prologue: Financial Deicide xix
Introduction: Human Capital: Your Greatest Asset 1
Chapter 1: Is the Long-Term Value of an Education Worth the Short-Term Cost? 13
Chapter 2: What Is the Point of Saving Money Forever? 35
Chapter 3: How Much Debt Is Too Much and How Much Is Too Little? 53
Chapter 4: Are Kids Investments and Can Marriages Diversify? 69
Chapter 5: Government Tax Authorities: Partners, Adversaries, or Bazaar Merchants? 85
Chapter 6: Can You Eat Your House or Will It Ever Pay Dividends? 101
Chapter 7: Insurance Salesmen and Warranty Peddlers: Are They Smooth Enough? 113
Chapter 8: Portfolio Construction: What Asset Class Do You Belong To? 129
Chapter 9: Retirement: When Is It Time to Shutter the Well and Close the Mine? 147
Conclusion: Four Principles to Guide All Financial Decisions and Money Milestones 169
References 177
Index 185
