TREVOR STRUDLEY, MSc, MBA, CRPC, CFP, has three decades' experience with technology, covering the spectrum of information technology, biotech, and clean-tech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multinational corporations.After the excitement of pre-IPOs, IPOs, and private-equity investing, he became a partner in his wife's private wealth-management practice, focused on making work optional for Silicon Valley technology executives and their families.HEATHER STILES, CRPC, works closely with successful families and women executives, especially those preparing for or enjoying retirement. Additionally, she leads institutional investing for nonprofits, foundations, and endowments. In 2011, Heather became one of the first Chartered Retirement Planning Counselors℠ in the Santa Cruz/Monterey Bay area. Heather Stiles and Trevor Strudley have proudly affiliated with Raymond James Financial Services since 1992.

• Is It All Downhill from Here? The Journey Begins Getting to “Work-Optional” Happiness Is Sustainable Income Social Security Income—Not Just an Afterthought Debt Is a Four-Letter Word Planning Your Exit What Have You Got to Lose? Paying the Piper—Income-Tax Planning Legacy Planning Done Right Teaching Your Kids to Deal with Wealth Planning to Give Back International Issues: Coming and Going Retirement: The Spouse or Partner Viewpoint Wealth Management: A Great Team Makes All the Difference How Much Is Enough? When Can I Retire? Top Ten Ideas for Financial Success Risks and Rewards—The Fine Print Useful Resources Acknowledgments Final Word About the Authors About Raymond James Can We Help You Be Successful?

TREVOR STRUDLEY, MSc, MBA, CRPC, CFP, has three decades' experience with technology, covering the spectrum of information technology, biotech, and clean-tech. He spent two decades launching new technology products and companies, internationally and domestically, from small startups to large multinational corporations.After the excitement of pre-IPOs, IPOs, and private-equity investing, he became a partner in his wife's private wealth-management practice, focused on making work optional for Silicon Valley technology executives and their families.HEATHER STILES, CRPC, works closely with successful families and women executives, especially those preparing for or enjoying retirement. Additionally, she leads institutional investing for nonprofits, foundations, and endowments. In 2011, Heather became one of the first Chartered Retirement Planning Counselors℠ in the Santa Cruz/Monterey Bay area. Heather Stiles and Trevor Strudley have proudly affiliated with Raymond James Financial Services since 1992.

• Is It All Downhill from Here? The Journey Begins Getting to “Work-Optional” Happiness Is Sustainable Income Social Security Income—Not Just an Afterthought Debt Is a Four-Letter Word Planning Your Exit What Have You Got to Lose? Paying the Piper—Income-Tax Planning Legacy Planning Done Right Teaching Your Kids to Deal with Wealth Planning to Give Back International Issues: Coming and Going Retirement: The Spouse or Partner Viewpoint Wealth Management: A Great Team Makes All the Difference How Much Is Enough? When Can I Retire? Top Ten Ideas for Financial Success Risks and Rewards—The Fine Print Useful Resources Acknowledgments Final Word About the Authors About Raymond James Can We Help You Be Successful?