Building and Preserving Your Wealth

Small Press Bookwatch, Jan, 2005

Building And Preserving Your Wealth

Steven Podnos, MD, MBA, CFP

Oakhill Press

1647 Cedar Grove Road, Winchester, VA 22603

1886939675 $18.95 www.oakhillpress.com

Building And Preserving Your Wealth: A Practical Guide To Financial Planning For Affluent Investors by certified financial planner Steven Podnos addresses personal finance issues specific to the middle class or well-to-do investor. Chapters address planning for taxes, retirement, education, life insurance, health and disability, and more, as well as how to work well with advisors and asset protections, achieve goals efficiently and much more. Written in plain terms, Building and Preserving Your Wealth spells out the advantages and disadvantages of financial choices available today, and is especially recommended as a primer to familiarize oneself with money matter basics before visiting a professional who charges costly hourly fees for his or her time.