“Formal education will make you a living; self-education will make you a fortune.” (Jim Rohn)

Regardless of your age, profession or income level you should be planning NOW. Statistics show that most people are either not giving retirement enough attention or planning properly for it. In a recent annual survey of Baby boomer retirement expectations by the Insured Retirement Institute (IRI), they found that 45% of boomers have zero savings for their golden years. In addition, many boomers are significantly underestimating the amount of annual retirement income needed to support their health and long–term care costs which may not be subsidized by Medicare. Relying solely on Social Security can be a gamble since we do not know if that money will be available.


There are thousands of mutual funds alone to consider, with different strategies, objectives, goals, fees, requirements. The most important challenge is to find mutual funds that provide a strong investment return year after year. Without a financial advisor, you may wind up picking safest options available to you and sacrificing real growth and earning power because you just don’t have the time to research this type of valuable information yourself. Mutual Fund Investments: Best of the best, helps navigate the complicated financial world for you. The book is filled with unique facts that help you increase wealth in your investment portfolio.


The data, which was posted by financial websites, includes 25 mutual funds whose profitable gains are unmatched by other mutual funds in the same investment categories. The facts are that every mutual fund is ranked in the top 10% or top 20% for the investment category served. More specific, the average 3-year return, every year, on performance was 10.88%. The 5-year return, every year, on performance was 8.04%. Would these type of investment returns enlarge your nest egg?


The author is a grandfather and retired. Financial planning became a passion because he had to build and maintain a strong “retirement nest egg” for both his wife and himself. To accomplish this deed, the author screened and researched thousands of mutual funds, and narrowed the selection to a dozen profitable mutual funds. The objective is to find mutual funds with no-fee for purchases; long–term performance of sizable returns on investments; substantial income/capital gains given shareholders; profitable return on annual performances. He also discovered that when purchasing investments as Individual Retirement Accounts income taxes would not be paid until the age of 70 ½. The book, Mutual Fund Investments, can easily be read and understood by anyone and the reader would know how to choose mutual funds to be successful for their goals.

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