Chapter 44

WARgnIn : MInIMIZIng

RIsk CAn leAD to A

gooD nIght’s sleeP

AnD PeACe oF MInD

By Mi Chael laDin

Six Steps for Boomers and Business Owners to Mitigate Risk, Be Better
Diversified, and Save Thousands of Dollars:

1) Understanding the Way Financial Advisors Recommend What

They Do

2) Market Risk versus Safety: Some Market Advisors Sell Risk

and Optimism, Some Sell Safety

3) Tax Risk and Tax Advantage Strategies

4) Keep Your Profits, Have A Plan Including Estate Tax Planning

5) Mitigate Inflation and Longevity Risk

6) Wealth Accumulation and Premium Financing

Minimizing risk in your life cannot only lead to achieving your financial
goals, but also a more peaceful, healthier life and a better night’s sleep.
Have you ever woken up in the middle of the night worrying about your
investments, your retirement, the economy, the global debt crisis, or
somewhere else in the world? Ever ask yourself, “What’s going to hap-
pen in the future? Will I have enough money to live on? What if I have

WARNING: mINImIZING RISk cAN lEAd TO A GOOd NIGhT’S SlEEP & PEAcE OF mINd