For any saver who’s ever wondered “Am I doing this right?,” this book will give you the guidance and confidence to answer “Yes.”
Too many savers are operating under an old set of rules - rules that were created and tested decades ago for market conditions that no longer exist today. And while most of us would never call someone on a rotary phone, or drive a car without airbags, we still save with outdated strategies. The New Rules of Retirement Saving is your guidebook to the risks you face as a saver today... and the new rules you can use to overcome them. Martin H. Ruby, FSA, has made his career helping people like you save smarter. As founder and CEO of Stonewood Financial, he helps savers achieve both greater financial wealth and greater financial security. What makes his approach so successful? Martin is an actuary, a mathematics specialist focused on identifying evaluating and eliminating risk. In founding Stonewood Financial, Martin realized his vision of delivering actuarial expertise to clients rather than financial institutions. He uses his insider knowledge of how insurance and financial products work to structure strategies that maximize benefits for savers.
MARTIN H. RUBY, FSA FOUNDER AND CEO STONEWOOD FINANCIAL
Now, Martin has used his insights and expertise to develop The New Rules of Retirement Saving. Reading this book will give you the knowledge of today’s biggest savings risks, and teach you to overcome them as you save for your future.
Neil Wilding has spent his career at the forefront of consumer nancial advice, working with nancial advisors to align their recommendations with the developing needs of American savers. Through this work, Neil has helped hundreds of thousands of savers prepare for a successful retirement. In analyzing today’s market and tax environment, Neil saw new rules were required to help Americans secure their future. Knowing there was a better way, he helped create The New Rules of Retirement Saving approach. Becky Ruby Swansburg did not set out to become an author or an expert on retirement saving. With a background in communication and govern- ment, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing
our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s savers. Becky brings her policy background and extensive communication knowledge as co-author of The New Rules of Retirement Saving. NEIL WILDING
BECKY RUBY SWANSBURG
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