Kategoria BISAC: Business & Economics >> Personal Finance - Retirement Planning

Planning your estate can be a daunting task. Multiple tools are available to help with this challenging process, but with new options emerging all of the time and complex tax codes constantly changing, finding the right tool can sometimes be difficult.

In "The Twelve Top Estate Planning Tools," author Paul R. Marriott, CLU, ChFC, CAIA, helps break down different trust arrangements and other available options in simple, easy-to-understand terms.

With sections devoted to choices such as the living trust, survivorship life insurance, and the family limited liability company, Marriott...

If you are retired or about to retire, you face a rapidly changing landscape and a number of unique financial challenges. Will you have enough to last through retirement? How can you preserve your assets and standard of living? What are the strategies and solutions you can put in place to help preserve the money you have worked so hard to earn? In 10 Financial Mistakes You Can't Afford to Make, Stephen Ng addresses these questions and many more. After more than two decades of working with retirees and pre-retirees, he knows the mistakes people make--and how to avoid them. In his direct and...

The American Dream--with its promise of a predictable life path of college, career, pension, and retirement--is in peril. Successes that are dependent on systems and programs set up by Uncle Sam and higher education may not be able to deliver on their promises. In Prince or Pauper, Peter Yachimski blends a sweeping historical perspective with incisive economic commentary and insights from his financial advisory practice to debunk myths and open a door to your personal success, including:

• How to identify the #1 enemy of your financial health--and the practical steps...

Preparing for the future doesn't have to be overwhelming. In
fact, it can be quite empowering.

With Lynn's expertise, you can enjoy the confidence and satisfaction
that comes with controlling your future.
Lynn's concierge approach to simplifying your life helps you to
- identify the pieces you already have in place
- determine what more you need to complete your plans
- make the appropriate professional connections and contacts
you may need
- design a clear and comprehensive plan that reflects the
future that you have in mind...