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

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....

This book is for the person who's ready to stop chasing money and start attracting extraordinary wealth daily. In Loose Your Money, Kim K. Sanders reveals hidden truths and shares divine revelation that will properly position you to receive prosperity. This powerful book is packed with valuable content and applicable knowledge that will increase your mental capacity to build wealth.

In this book, Kim will guide you through the process and give you the necessary principles and steps to build authentic wealth. You will learn how to identify and uproot seeds that's been planted in your...

Why Are So Many Jews Millionaires?

Jews are estimated to make up less than 1% of the world's population, yet approximately 25% of the world's billionaires are Jewish. Jews are always found on lists of the world's richest people. In 2009, 139 of the Forbes 400 were Jewish. Jews also comprise a very large number of history's most important figures, people who have had a profound impact on humanity. Approximately 35% of Nobel Prizes have been awarded to Jews. No other ethnic group has even come close to matching the abilities and accomplishments of Jews.

Since...

The idea of the three-generation wealth trap is ingrained in our culture. The notion that the first generation makes it, the second generation merely preserves and the third generation loses it is one which has achieved almost legendary status. But this pattern is by no means inevitable. With knowledge and careful planning, it is possible to ensure that your descendants retain and build on their inheritance for many generations to come. This book will give you a greater understanding of the issues facing your family, alongside a set of tools, skills and strategies to ensure that you thrive...

WE ARE WIRED TO FAIL WITH MONEY AND INVESTING.

Do You Have $1 on You? BEFORE YOU START READING, please reach for your wallet. Take out a one-dollar bill. Do you have it? Look at it, hold it up, put it in front of you.

Now imagine you save $1 each month (which few do). Imagine that your $1 earns 7% annually on average over thirty years. At the end of the thirty years you will have almost $1,200.

Needless to say, if you put away $1,000 each month, you'd have almost $1.2 million in thirty years.

It's secondary if you are just starting your family fortune--or if...

The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company...