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Author : Dave Ramsey
Publisher : Lampo
ISBN 13 : 9780963571236
Total Pages : 268 pages
Book Rating : 4.5/5 (712 download)
Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.
Author : James M. Dahle
Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author : Carol A. Santamaura
Publisher : iUniverse
ISBN 13 : 1462052150
Total Pages : 108 pages
Book Rating : 4.4/5 (62 download)
Download or read book Choosing the Right Investment Advisor written by Carol A. Santamaura and published by iUniverse. This book was released on 2011-10-26 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you met your investment advisor at a party or hired him because he coaches your sons hockey team, you may not have researched his credentials, ethics, and financial performance. Dont be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice. Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor. Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.
Author : Michael J. Garry
Publisher :
ISBN 13 : 9780991258703
Total Pages : 140 pages
Book Rating : 4.2/5 (587 download)
Download or read book Independent Financial Planning written by Michael J. Garry and published by . This book was released on 2014-02-12 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let's face it-financial planning is confusing and overwhelming for most people. There's more information than you can possibly sort through, and too many voices telling you what to do with it. Feeling lost? You're not the only one-but you don't have to navigate the wilds of financial planning alone. The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose? Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you're ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide. You'll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you'll find out how to distinguish between a financial advisor and a salesman-and who that distinction can make a huge difference in your financial security. Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you're at financially-and understand where it is you want to go. Whether you're planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you'll need to finding the best financial advisor for your needs.
Author : Peter Mallouk
Publisher : John Wiley & Sons
ISBN 13 : 1118929004
Total Pages : 208 pages
Book Rating : 4.1/5 (189 download)
Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author : Jack Waymire
Publisher : John Wiley & Sons
ISBN 13 : 0471565784
Total Pages : 258 pages
Book Rating : 4.4/5 (715 download)
Download or read book Who's Watching Your Money? written by Jack Waymire and published by John Wiley & Sons. This book was released on 2004-03-31 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Who's Watching Your Money? "The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer." -Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com Don't let blind trust determine your financial future. Read Who's Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor. Who's Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who's Watching Your Money? outlines "The 17 Paladin Principles." These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future. Knowledge is power, and after reading Who's Watching Your Money?, you'll be empowered to take control of your financial future before you run out of time.
Author : Bill Schultheis
Publisher : Penguin
ISBN 13 : 159184584X
Total Pages : 226 pages
Book Rating : 4.5/5 (918 download)
Download or read book The Coffeehouse Investor written by Bill Schultheis and published by Penguin. This book was released on 2013-01-29 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 1998, after thirteen years of providing investment advice for Smith Barney, Bill Schultheis wrote a simple book for people who felt overwhelmed by the stock market. He had discovered that when you simplify your investment decisions, you end up getting better returns. As a bonus, you gain more time for family, friends, and other pursuits. The Coffeehouse Investor explains why we should stop thinking about top-rated stocks and mutual funds, shifts in interest rates, and predictions for the economy. Stop trying to beat the stock market average, which few “experts” ever do. Instead, just remember three simple principles: Don’t put all your eggs in one basket. There’s no such thing as a free lunch. And save for a rainy day. By focusing more on your passions and creativity and less on the daily ups and downs, you will actually build more wealth—and improve the quality of your life at the same time.
Author : Terrance J. O'Malley
Publisher : Wolters Kluwer
ISBN 13 : 1454838493
Total Pages : 1060 pages
Book Rating : 4.4/5 (548 download)
Download or read book Investment Adviser's Legal and Compliance Guide written by Terrance J. O'Malley and published by Wolters Kluwer. This book was released on 2013-01-01 with total page 1060 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment Adviser's Legal and Compliance Guide, Second Edition is an invaluable guide written to assist attorneys and investment advisers in both drafting their compliance policies and procedures and reviewing them annually. In addition, the book serves as a practical tool for experienced attorneys and compliance officers for fulfilling their changing responsibilities under new rules adopted under the Investment Advisers Act of 1940, as well as new staff interpretations and guidance. For the Second Edition, the original author, Terrance J. Oand’Malley, is joined by John H. Walsh. While both authors are seasoned practitioners and acknowledged experts in the area of investment adviser compliance matters, Mr. Walshand’s years of experience, including at the SEC, are reflected in the enhanced practical discussion of relevant legal and compliance issues, including increased numbers of compliance tips, enforcement and regulatory alerts, and compliance tools. Investment Adviser's Legal and Compliance Guide, Second Edition covers in detail such topics as: Filings and amendments that an adviser must make to maintain its SEC registration Major rules and requirements dealing with marketing and attracting new clients Issues arising in connection with the management of private funds The SEC's examination process New clients, and the management of client accounts. The book also covers requirements relating to the adviser's obligation to its customers, including preventing insider trading and other trading abuses, as well as an adviser's recordkeeping, which is a major factor in meeting the requirements of the Investment Advisers Act. In addition, Investment Adviser's Legal and Compliance Guide, Second Edition provides registered investment advisers and their legal counsel with a comprehensive review of their compliance responsibilities that arise under the Investment Advisers Act.
Author : Dennis Morin
Publisher : Dog Ear Publishing
ISBN 13 : 1598586262
Total Pages : 350 pages
Book Rating : 4.5/5 (985 download)
Download or read book The Good Financial Advisor written by Dennis Morin and published by Dog Ear Publishing. This book was released on 2008-08 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethical professional, a person I call the Good Financial Advisor, who can be your guide on the journey. This book is written for those who want to use the services of the Good Financial Advisor, but need help in finding and working with the right person. If you are ready to find your Good Financial Advisor and begin the journey to financial independence, read on and prepare for a change in your life. With this book, you will now have the ability to understand the world of financial services and financial advisors in order to achieve the goals important to you. A wonderful and financially secure future awaits you. Dennis L. Morin is a Certified Financial Planner(R) who runs his own financial services business in CT. He has over 20 years experience in finance and investing, and spent ten years in corporate finance prior to starting his own business. The financial planning profession is his passion.
Author : Sheryl Garrett
Publisher : John Wiley & Sons
ISBN 13 : 111805119X
Total Pages : 316 pages
Book Rating : 4.1/5 (18 download)
Download or read book Personal Finance Workbook For Dummies written by Sheryl Garrett and published by John Wiley & Sons. This book was released on 2012-02-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do the terms personal finance or money management drudge up feelings of inadequacy, confusion, discomfort or fear in you? Personal Finance Workbook For Dummies helps you calm your negative feelings and get your financial house in order at the same time. And, you'll be amazed how easy it is to get on the road to financial fitness. From spending and saving to investing wisely, this hands-on workbook walks you through a private financial counseling session and shows you how to assess your situation and manage your money. You'll learn how to use credit wisely, plan for large expenses, determine your insurance needs, and make smarter financial decisions. Plus, the featured worksheets and checklists help you manage your day-to-day spending and plan for a robust financial future. Discover how to: Take stock of your financial history and determine your net worth Build a personal financial plan that meets your saving and investing goals Develop good spending habits and get out of debt—without budgeting Explore your dreams, grow your wealth, and protect your assets Get the most out of your money Minimize your taxes Plan for big-ticket purchases Pay for your kids' college tuition Ensure a comfortable retirement Leave a substantial estate for your heirs The easy-to-follow exercises in Personal Finance Workbook for Dummies take the drudgery and pain out of managing your money. Order this time- and money-saving guide now; it'll brighten your financial future and your mood.
Author : Liz Davidson
Publisher : HMH
ISBN 13 : 0544633342
Total Pages : 261 pages
Book Rating : 4.5/5 (446 download)
Download or read book What Your Financial Advisor Isn't Telling You written by Liz Davidson and published by HMH. This book was released on 2016-01-05 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review
Author : Zvi Bodie
Publisher : John Wiley & Sons
ISBN 13 : 1118014308
Total Pages : 227 pages
Book Rating : 4.1/5 (18 download)
Download or read book Risk Less and Prosper written by Zvi Bodie and published by John Wiley & Sons. This book was released on 2011-12-27 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to getting personal investing right Somewhere along the way, something has gone very wrong with the way individuals save and invest. Too often, households are drawn in by promotional suggestions masquerading as impartial investment advice. Consumers get saddled with more risk than they realize. Authors Zvi Bodie and Rachelle Taqqu understand the dilemma that today's investors face, and with Risk Less and Prosper they will help you find your financial footing. Written in an accessible style, this practical guide skillfully explains why personal investing is all about you—your goals, your values and your career path. It shows how to understand investment risk and choose the particular blend of risk and safety that is right for you. And it lays out several simple yet powerful ways for small investors to cast a reliable safety net to achieve their financial goals and truly prosper. Coauthors Bodie and Taqqu challenge the myth that all investments require risk, then highlight some important risks that families often disregard when deciding where to put their money. Later, they connect the dots between investment and investor, showing us all how to grasp our own investment risk profiles and how we may use these insights to make more fitting investment choices. Outlines a straightforward way to invest by aligning your investments with your goals and the risk levels you can bear Provides basic investment abc's for readers who are otherwise literate Lays out a simple, actionable plan for achieving your goals Explains the role of risk-free assets and investment insurance in assuring that you reach your most essential goals Contrary to popular belief, investing doesn't have to be complicated. You can build wealth without taking great risks. Risk Less and Prosper will show you how to make investment decisions that will make your financial life less stressful and more profitable.
Author : Alice Finn
Publisher : Simon and Schuster
ISBN 13 : 168245004X
Total Pages : 240 pages
Book Rating : 4.6/5 (824 download)
Download or read book Smart Women Love Money written by Alice Finn and published by Simon and Schuster. This book was released on 2017-04-11 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOU ARE A SMART WOMAN, BUT DO YOU STILL: —Feel you’re too busy to invest your money? —Rely on someone else to deal? —Get bored by financial talk? —Think that investing is something only men do? —Worry you’re not smart enough? THINK AGAIN. Women have made strides in so many areas and yet we still have a blind spot when it comes to managing our money. Why? A myriad of factors cause women to earn less than men over a lifetime, making it all the more imperative that we make the money we do have work for us as much as possible. And here’s a reality check: as many as nine out of ten of us will have to manage our finances and those of our family at some point in our lives. And a lot of us think that means keeping our money “safe” in savings accounts, and not investing it. But not doing so has an opportunity cost that will lead to opportunities lost—the ability to pay for a college education, own a home, change careers to pursue a dream, or retire. Alice Finn wants to change how you think about your money, no matter how much or little you have. In Smart Women Love Money, Finn paves the way forward by showing you that the power of investing is the last frontier of feminism. Drawing on more than twenty years of experience as a successful wealth management adviser, Finn shares five simple and proven strategies for a woman at any stage of her life, whether starting a career, home raising children, or heading up a major corporation. Finn’s Five Life-changing Rules of Investing will secure your financial future: 1. Invest in Stocks for the Long Run: Get the magic of compounding working for you, starting now. 2. Allocate your Assets: Strategize your investing to get the most of your returns. 3. Implement with Index Funds: Take advantage of “passive” investing with simple, low-cost, and diverse funds. 4. Rebalance Regularly: Sell high and buy low without much effort, to keep you on track toward your goals. 5. Keep Your Fees Low: Uncover hidden fees so you don’t lose half of your wealth to Wall Street. Finn will also provide the tools you need to achieve long-term success no matter what the markets are doing or what the headlines say. So even in the face of uncertainty— such as the possible dumping of the fiduciary rule (requiring financial advisers to act in their client’s best interests) by the Trump administration—Smart Women Love Money will help you protect yourself and all of your assets for your future. Whether you have $10, $10,000, or more, it’s time to get smart about your money.
Author : Suze Orman
Publisher : Hay House, Inc
ISBN 13 : 1401959938
Total Pages : 321 pages
Book Rating : 4.4/5 (19 download)
Download or read book The Ultimate Retirement Guide for 50+ written by Suze Orman and published by Hay House, Inc. This book was released on 2020-02-25 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. "I wrote this book for you," Suze says. "The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you."
Author : Dr. Jason Van Duyn
Publisher : Outskirts Press, Inc.
ISBN 13 : 1977251803
Total Pages : 165 pages
Book Rating : 4.9/5 (772 download)
Download or read book Robots, Dorks or Old Men written by Dr. Jason Van Duyn and published by Outskirts Press, Inc.. This book was released on 2023-06-30 with total page 165 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many investors find that with nothing more than discipline and an Internet connection, they are able to improve their financial life without the aid of a third party. But not everyone is thrilled with the idea of DIY financial planning. Robots, Dorks or Old Men focuses on those trying to figure out which source of financial advice is best suited to their personality, needs, goals, means, and values. This clear, accessible guide explains the different types of financial and robo-advisors out there. It identifies the five most common sources of financial advice and thoroughly investigates each one, including checklists to help you determine if that source is right for you. With Robots, Dorks or Old Men, you’ll soon find a great partner to help you pursue your financial dreams!
Author : Deborah G. Nason
Publisher :
ISBN 13 : 9781735767321
Total Pages : pages
Book Rating : 4.7/5 (673 download)
Download or read book The People's Guide to Finding the Right Financial Advisor - EXCERPTS written by Deborah G. Nason and published by . This book was released on 2020-09-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This 21-page consumer guide contains excerpts of the full book, providing an overview of why to use and how to choose a financial advisor.
Author : Sushil BALI
Publisher :
ISBN 13 :
Total Pages : 271 pages
Book Rating : 4.6/5 (858 download)
Download or read book Be Your Own Financial Advisor written by Sushil BALI and published by . This book was released on 2020-09-13 with total page 271 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investing without sufficient knowledge is speculative investing which can be disastrous. You need to take care of your own money. Investment does not start and end with buying a financial product. Investment is a journey. It is a complete process:1. That begins with learning investing basics,2. Developing a planned investment strategy,3. Knowing and choosing the right investment products,4. Creating a protection ring around self, family and all assets,5. Understanding implications of tax,6. And, finally ensuring that the estate is passed on safely to desired beneficiaries.The book covers all these aspects and more, and is, therefore, as much relevant to a beginner as to a person who is a seasoned investor. The book aims to make you an informed investor.Unlike many other books, there are no promises of making you rich overnight, but only to help you invest with knowledge and caution in a systematic way so that your investments grow in conformance with your desired goals.Although all types of investing have been discussed, there is a serious attempt to caution and refrain the simple investor from investing into products that he does not understand.Financial literacy helps in discussing your investment plans with advisors without the fear of being manipulated or exploited.The world is changing fast. Covid-19 has impacted businesses and nations. There will be several serious disruptions. As investors we need to be vigilant and careful.The investment options contained in the book are relevant to Indian investors. However, the book is relevant to overseas readers too as principles of investment are universal. The important things you could do on your own after reading this book:1. Create your own personal financial plan.2. Choose investment products appropriate to your risk appetite and skill.3. If need be, choose a good financial advisor.4. Create a protective ring around you, your family and your assets.5. Manage your taxes.6. Create Wills for yourself and your family.7. Create a good succession plan.8. Know how to read and interpret a company's financial statement.9. Know how to track your investments, and flagging actions to be taken.10. Know how to plan an efficient documentation system.Wishing you happy and safe investing!
