Kategoria BISAC: Business & Economics >> Finance - Wealth Management

Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important--and how to get where you need to be for...

People, as a rule, will work hard within cultural common sense and just assume that all will go well. But, "right now, 90 million Americans are faced with the most critical investment challenges of their lives." They are not prepared and are unsure how they will support themselves when they retire. That cultural common sense must not be working.

Financial advisors are taught to advise the majority of people. The median household income in this country is $46,000 a year. Financial institutions are organized around acquiring the masses as clients. The clients of Sound Financial Group are...

In his newest book, David Phillips explains 17 positive features of "The Family Bank Strategy" and lists 10 factors that have come together to make it one of the premium safe money strategies today.
For many of you, "The Family Bank Strategy" is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.

This Book will give you new perspectives on this asset class and explain why everyone should have unit trusts in their investment portfolio. Divided into two parts, it first explains the theory behind investing in unit trusts and then delves into the practical aspects. Discover:

• the myths behind investing in unit trusts
• the structure of a fund and categories of unit trusts
• common investing mistakes to avoid
• the different ways of buying and investing in unit trusts
• emotion states that an investor might feel and how to handle them
...

Smart, capable people are doing dumb things with their money. They can teach high school, write a marketing plan, navigate the Metro in Paris, file their own taxes, brew their own beer, program a PVR, and even raise teenagers. And still, these smart, capable people often do dumb things when it comes to their money. In Moolala, business journalist, professional coach, and popular speaker Bruce Sellery provides a simple, essential guide for those who, when it comes to managing their money, could use a spoonful of sugar to help the medicine go down.

The goal of...

Most of us dream of retirement as the time in our lives when we'll finally be able to do what we've always wanted to do - but why do you have to wait? Rethinking Retirement helps you create the life you want now. By challenging traditional notions of how our lives are "supposed" to go, former financial adviser Keith Weber offers a new path for creating freedom, balance, purpose and passion in your life. Recounting his own "wake-up call" experience as well as those of many of his clients, Keith will help you: Recognize your true priorities. Define a clear vision of the life you want....