Acknowledgments.

Foreword.

DEFINING WEALTH.

Introduction.

ACHIEVING WEALTH.

How to Pick the Right Chief Operating Officer.

Pitfall 1: Don't Save During Prime Earning Years.

Pitfall 2: Save Blindly, without Goals or a Plan.

Goals, Balance, and the Long-Term View.

Pitfall 3: Respond to Tipsters and Telemarketers.

Pitfall 4: The Cookie-Cutter Approach--How Not To Handle Asset Allocation.

Pitfall 5: Spread Your Investments Among Many Brokerages and Banks--Give No One the Whole Picture.

Pitfall 6: Invest for Immediate Income.

Male Investors Are From Mars;
Female Investors Are From Venus.

PRESERVING WEALTH .

You've Made It. Now Spend It, Save It, or Give It Away.

Long-Term Care: Protection for the Later Years.

Spend It: The Ultimate Family Vacation.

Leaving a Legacy--Wisely.

Give It Away: For Those With Strong Charitable Motivation.

Pitfall 7: Force Your Heirs to Sell Family Treasures.

The Final Frontier.

Appendix A: Your Financial Physical: Information to Take to Prospective Financial Advisors.

Appendix B: Questions a Prospective Financial Advisor Should Ask You.

Appendix C: Questions to Ask a Prospective Financial Advisor.

Appendix D: Estate Planning Worksheet.

Appendix E: Estate Planning Motivator.

Glossary.

Index.