Bob Carlson is editor of the monthly newsletter Retirement Watch. Bob is also Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has more than $2.4 billion in assets. He has served on the board since 1992. He was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001 to 2005.
His prior books include Invest Like a Fox … Not Like a Hedgehog and The New Rules of Retirement, both published by John Wiley & Sons, Inc. He has written numerous other books and reports, including Tax Wise Money Strategies and Retirement Tax Guide. He has also been interviewed by or quoted in numerous publications, including The Wall Street Journal, Reader’s Digest, Barron’s, AARP Bulletin, Money magazine, Worth magazine, Kiplinger’s Personal Finance magazine, The Washington Post, and many others. He has appeared on national television and on a number of radio programs. He is past editor of Tax Wise Money. The Washington Post calls Bob’s advice “smart … savvy … sensible … valuable and imaginative.”
You can also hear Bob as a featured guest on nationally syndicated radio shows, such as The Retirement Hour, Dateline Washington, Family News in Focus, The Michael Reagan Show, Money Matters, and The Stock Doctor.
Bob received his JD and an MS (accounting) from the University of Virginia, received his BS (financial management) from Clemson University, and passed the CPA Exam. He is also an instrument-rated private pilot.
N. Brian Caverly, Esq., is a practicing lawyer in Northeastern Pennsylvania with his principal office in Wilkes-Barre. He has practiced law since 1968 and in his practice emphasizes wills and estates, estate planning, and elder law. He is a graduate of Bucknell University in Lewisburg, Pennsylvania, with an AB degree in economics, and from the Dickinson School of Law in Carlisle, Pennsylvania, with a JD degree. He serves on the board of directors of the Angeline Elizabeth Kirby Memorial Health Center in Wilkes-Barre, a major charitable organization. Brian is also chairman of the Luzerne County Planning Commission. He presents lectures and writes articles and papers about various legal topics, including those related to estate planning.
Robert S. Griswold, MSBA, is a successful real estate investor, expert witness, and hands-on landlord/property manager with a large portfolio of residential and commercial rental income properties. He uses print and broadcast journalism to bring his many years of experience to his readers, listeners, and viewers.
He is the author of Property Management For Dummies and Property Management Kit For Dummies both published by Wiley and for 15 years was the real estate expert for NBC San Diego, with a regular on-air live-caller segment. Robert was the host of a live weekly radio talk show, Real Estate Today!, for nearly 15 years, and he’s also the columnist for the syndicated “Rental Roundtable” and “Rental Forum” columns. These popular features are published in dozens of major newspapers throughout the country, and Robert has been recognized twice as the number-one real estate broadcast journalist in the nation by the National Association of Real Estate Editors.
Robert’s educational background includes having earned a BS and two master’s degrees in finance and business economics, real estate finance, international finance, real estate and urban land economics, and real estate development, all from the Marshall School of Business at the University of Southern California. His real estate investing and managing professional designations include the CRE (Counselor of Real Estate), the CPM (Certified Property Manager), the CCIM (Certified Commercial Investment Member), the ARM (Accredited Residential Manager), the GRI (Graduate, REALTOR Institute), the CCAM (Certified Community Association Manager), and the PCAM (Professional Community Association Manager).
Robert has been retained on more than 2,000 legal matters as an expert in the standard of care, custom, and practice for all aspects of real estate ownership and management in both state and federal cases throughout the country. He is the president of Griswold Real Estate Management, Inc., managing residential, commercial, retail, and industrial properties throughout California and Nevada.
On a personal level, Robert enjoys travel (particularly cruises), sports, and family activities. He truly enjoys real estate and tries to keep life in perspective through humor!
Kerry Hannon is a nationally recognized authority on career transitions and retirement, a frequent TV and radio commentator who speaks about and offers advice on career and personal finance trends, and author of numerous books, including Love Your Job: The New Rules for Career Happiness (Wiley/AARP), What’s Next? Finding Your Passion and Your Dream Job in Your Forties, Fifties and Beyond (Berkley Trade/AARP), and Great Jobs for Everyone 50+: Finding Work That Keeps You Happy and Healthy … And Pays the Bills (Wiley/AARP).
Kerry is a columnist and regular contributor to The New York Times, a contributing writer for Money magazine, AARP’s Jobs Expert and Great Jobs columnist, contributing editor and Second Verse columnist at Forbes, and the PBS website NextAvenue.org expert and regular columnist on personal finance and careers for boomer women. Kerry is a fellow of the Columbia Journalism School and the Robert N. Butler Columbia Aging Center’s 2015 Age Boom Academy. She is a former Metlife Foundation and New America Media fellow on aging. On June 24, 2015, Kerry testified before the Senate Special Committee on Aging at the invitation of its chairman, Senator Susan M. Collins (R-Maine), and ranking member, Claire McCaskill (D-Mo.) At the hearing, Work in Retirement: Career Reinventions and the New Retirement Workscape, Kerry discussed the challenges that Americans who work in retirement or plan to work in retirement may face and the value that older workers can add to the workplace.
Kerry has been covering careers and individual career choices for more than a decade. In 2006, she developed the U.S. News & World Report “Second Acts” feature — a regular column that looked at people who successfully navigated a career change in midlife, focusing on their challenges and their motivations. She has spent more than two decades covering all aspects of business and personal finance as a columnist, editor, and writer for the nation’s leading media companies, including Forbes, Money, U.S. News & World Report, and USA Today. Kerry’s work has also regularly appeared in BusinessWeek, Kiplinger’s Personal Finance, The Wall Street Journal, and Reader’s Digest, among other national publications. She has appeared as a financial expert on ABC News, CBS, CNBC, NBC Nightly News, NPR, and PBS.
Kerry graduated from Shady Side Academy in Pittsburgh, Pennsylvania, where she serves on the Board of Visitors, and received a bachelor’s degree from Duke University, where she is a member of an editorial board.
Kerry lives in Washington, D.C., with her husband, documentary producer and editor Cliff Hackel, and her Labrador retriever, Zena.
Follow Kerry on Twitter @KerryHannon, visit her website at KerryHannon.com, and check out her LinkedIn profile at www.linkedin.com/in/kerryhannon.
Jack Hungelmann’s policy knowledge, problem-solving expertise, and coverage analysis skills were gained through more than 2,000 hours of education and 35 years in the insurance business as a claims adjuster, agent, and consultant. He has advised individuals and commercial enterprises on their insurance needs and has earned several distinguished designations. Among these are the Certified Insurance Counselor (CIC), the Chartered Property and Casualty Underwriter (CPCU), and the Associate in Reinsurance (ARe).
Jack graduated from the University of Minnesota in 1969 and has taught professional continuing education classes for the CPCU Society and the National Alliance for Insurance Education & Research. He has been published numerous times in American Agent & Broker magazine. More recently, he has written and continues to write quarterly articles on personal risk management and insurance for the website of the International Risk Management Institute (www.irmi.com).
Jack has personally written newsletters for his clients three times a year for more than 20 years. You can check out back issues of the newsletter, as well as subscribe to future electronic versions, at Jack’s website (www.jackhungelmann.com). The site also contains Jack’s contact information and links to most of his articles from the past several years. Jack lives in Chaska, Minnesota, with his bride, Judy.
Aaron Larson is an attorney practicing law in Ann Arbor, Michigan, where he lives with his wife and daughter. After graduating from the University of Michigan Law School, Aaron started practice as a quintessential small town lawyer, providing legal services that included estate planning, probate, and guardianship services. He subsequently worked for the Institute of Continuing Legal Education in Ann Arbor, Michigan, where he developed professional education programs for lawyers in areas including estate planning, litigation, and family law. His present legal practice focuses on civil appeals. He operates the ExpertLaw website (www.expertlaw.com), offering free legal information and assistance to consumers, as well as resources for legal professionals.
Jordan S. Simon is vice president of asset management at Venture West, Inc., a Tucson, Arizona–based investment firm, where he has worked since 1988. Jordan focuses on real estate investments. He received his bachelor's degree from the University of Arizona and his MBA from the University of Southern California, where he was the recipient of the Quon Award for outstanding university and community service. Jordan is the coauthor of The Computer Professional’s Guide to Effective Communications.
Eric Tyson is an internationally acclaimed and best-selling personal finance book author, syndicated columnist, and speaker. He has worked with and taught people from all financial situations, so he knows the financial concerns and questions of real folks just like you. Despite being handicapped by an MBA from the Stanford Graduate School of Business and a BS in Economics and Biology from Yale University, Eric remains a master of “keeping it simple.”
After toiling away for a number of years as a management consultant to Fortune 500 financial service firms, Eric took his inside knowledge of the banking, investment, and insurance industries and committed himself to making personal financial management accessible to all. Today, Eric is an accomplished personal finance writer. His “Investor’s Guide” syndicated column, distributed by King Features, is read by millions nationally. He is the author of five national bestselling books, including Personal Finance For Dummies, Investing For Dummies, and Home Buying For Dummies (coauthor), among others, which are all published by John Wiley & Sons, Inc. Personal Finance For Dummies was awarded the Benjamin Franklin Award for best business book of the year.
Eric’s work has been featured and quoted in hundreds of publications, including The Wall Street Journal, Los Angeles Times, Chicago Tribune, Forbes magazine, Kiplinger’s Personal Finance magazine, Parenting magazine, Money magazine, and Bottom Line/Personal magazine; on NBC’s Today Show, ABC, CNBC, PBS’s Nightly Business Report, CNN, and FOX-TV; and on CBS national radio, NPR’s Sound Money, Bloomberg Business Radio, and Business Radio Network.
Eric’s website is www.erictyson.com.
Publisher’s Acknowledgments
Acquisitions Editor: Tracy Boggier
Project Managers: Vicki Adang, Linda Brandon
Development Editors: Vicki Adang, Linda Brandon
Copy Editor: Jennette ElNaggar
Technical Editor: Pierre-Emmanuel Jouve
Compilation Editor: Corbin Collins
Production Editor: G. Vasanth Koilraj
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