Investing and Estate Planning Made Easy

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781530252435
Total Pages : 172 pages
Book Rating : 4.2/5 (524 download)

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Book Synopsis Investing and Estate Planning Made Easy by : David E. Rosen

Download or read book Investing and Estate Planning Made Easy written by David E. Rosen and published by Createspace Independent Publishing Platform. This book was released on 2016-04-18 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: Otherwise smart, confident people balk when asked about investments. They assume investing is some esoteric, mystifying process far too complicated to be understood. This fear of engaging with investments can have serious financial consequences. Money that would otherwise actively grow financial dividends lies dormant, losing rather than gaining in value. It doesn't have to be this way. You can gain fundamental financial knowledge simply by understanding the vocabulary and rules of investments. Once you do, you'll be able to make informed decisions about your investments, avoid financial mistakes, and figure out who to trust with your money. Award-winning estate planning and elder law expert David E. Rosen, Esq., guides you through the basics of investment strategies. You'll learn the rules of the game, the types of investments available, and the many strategies you can employ to improve your financial standing. By applying five key rules to your investments, you'll learn not only how to grow your wealth, but also how to keep it. Using simple, straightforward language, Investing and Estate Planning Made Easy: Strategies to Make Money and Keep It is a powerful resource for anyone interested in making their money work for them-rather than the other way round.

Estate Planning Made Easy

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Publisher : Kaplan Publishing
ISBN 13 : 9781419595967
Total Pages : 0 pages
Book Rating : 4.5/5 (959 download)

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Book Synopsis Estate Planning Made Easy by : David Phillips

Download or read book Estate Planning Made Easy written by David Phillips and published by Kaplan Publishing. This book was released on 2007-02-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax

Estate Planning For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1118053958
Total Pages : 397 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Estate Planning For Dummies by : N. Brian Caverly

Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Estate Planning 101

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Publisher : Simon and Schuster
ISBN 13 : 1507216408
Total Pages : 272 pages
Book Rating : 4.5/5 (72 download)

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Book Synopsis Estate Planning 101 by : Vicki Cook

Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Estate Planning Made Easy

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Publisher : Kaplan Publishing
ISBN 13 : 9780793106127
Total Pages : 250 pages
Book Rating : 4.1/5 (61 download)

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Book Synopsis Estate Planning Made Easy by : David T. Phillips

Download or read book Estate Planning Made Easy written by David T. Phillips and published by Kaplan Publishing. This book was released on 1994 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate Planning Made Easy encourages the 75% of Americans who don't have a plan to stop procrastinating. Readers learn step-by-step how to: guard assets both now and later; provide for heirs; and pass on their estates virtually intact. Includes hundreds of easy-to-implement planning tips.

Estate Planning For Dummies

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1394158564
Total Pages : 407 pages
Book Rating : 4.3/5 (941 download)

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Book Synopsis Estate Planning For Dummies by : Jordan S. Simon

Download or read book Estate Planning For Dummies written by Jordan S. Simon and published by John Wiley & Sons. This book was released on 2023-03-06 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get your arms around wills, trusts, probate, inheritance taxes, and other important estate planning essentials Estate Planning For Dummies teaches you the ins and outs of estate planning. It’s all about drafting wills, dealing with probate, assigning powers of attorney, establishing living trusts, and beyond. Think you don’t have enough assets to merit estate planning? Think again. This everyone-friendly guide walks you through building a solid estate plan, whatever your current financial situation. In easy-to-understand language, you’ll learn the ins and outs of estate planning, including what happens to your stuff—cash, real estate, businesses, retirement funds, everything—when you pass away. This new edition is updated for the many recent changes in estate taxes and inheritance law. Make sure your assets get into the pockets of your heirs or wherever you want them to go, and learn how to accomplish it the For Dummies way. Understand state and federal estate and inheritance taxes Build an air-tight will and make sure your heirs get as much as they can Protect your estate’s privacy even after you’re gone Plan for the transition of a family business Prevent disagreements and uncertainty among your heirs Figure out how to pass on your digital assets This friendly guide is a must for people of any age in the process of drafting their wills and planning where their assets ultimately end up.

Personal Finance After 50 For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1119724082
Total Pages : 400 pages
Book Rating : 4.1/5 (197 download)

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Book Synopsis Personal Finance After 50 For Dummies by : Eric Tyson

Download or read book Personal Finance After 50 For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2021-03-31 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best way to take control of your post-career financial future Retirement is lasting longer for all of us. That’s why—and however long you decide to keep working—it’s essential to plan ahead so you can live your post-career life as you wish. The latest edition of Personal Finance After 50 For Dummies details what you need to know—making it the perfect book to shelve next to your diet and fitness library, so you can keep your finances, as well as your health, in peak condition. Whether you’re new to financial planning or are pretty savvy but want to cut through the noise with targeted information and advice, you’ll find everything you need to know about how best to spend, invest, and protect your wealth so you can make your senior years worry-free, healthy, and fun. In plain English, retirement and financial experts Eric Tyson and Bob Carlson cover all the issues from investing, Social Security, and the long-term insurance marketplace to taxes and estate planning—including state-by-state differences. They demystify the muddy world of financial planning and provide strategies that make the course ahead crystal clear. They also dive into less obvious territory, showing how it’s possible to strategize financially to avoid the worst impact of unexpected events—such as the COVID-19 crisis—as well as exploring what investment approaches you can take to protect the most important possession of all: your own and your family’s health. Minimize your taxes and make wise investing decisions Find out how the SECURE Act affects retirement accounts and savings Navigate the latest Medicare, Social Security, and property tax rules Dig into what’s new in estate planning and reverse mortgages Get what you want from your career as you approach retirement Whether doing it for yourself or for parents, it’s never too late to begin retirement planning—and this highly praised, straightforward book is the best way to take control, so you can be confident your senior years are exactly what you want them to be: golden.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

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!

Estate Planning 101

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Publisher : Simon and Schuster
ISBN 13 : 1507216394
Total Pages : 272 pages
Book Rating : 4.5/5 (72 download)

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Book Synopsis Estate Planning 101 by : Vicki Cook

Download or read book Estate Planning 101 written by Vicki Cook and published by Simon and Schuster. This book was released on 2021-08-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Estate Planning Made Easy

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Author :
Publisher : Liberty House
ISBN 13 : 9780830691470
Total Pages : 176 pages
Book Rating : 4.6/5 (914 download)

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Book Synopsis Estate Planning Made Easy by : Starr Herbert F.

Download or read book Estate Planning Made Easy written by Starr Herbert F. and published by Liberty House. This book was released on 1989-06 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Simple Path to Wealth

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Publisher : Jl Collins LLC
ISBN 13 : 9781737724100
Total Pages : 286 pages
Book Rating : 4.7/5 (241 download)

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Book Synopsis The Simple Path to Wealth by : Jl Collins

Download or read book The Simple Path to Wealth written by Jl Collins and published by Jl Collins LLC. This book was released on 2021-08-16 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: "In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You'll never find a wiser advisor with a bigger heart." -- Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffian This book grew out of a series of letters to my daughter concerning various things-mostly about money and investing-she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical. "But Dad," she once said, "I know money is important. I just don't want to spend my life thinking about it." This was eye-opening. I love this stuff. But most people have better things to do with their precious time. Bridges to build, diseases to cure, treaties to negotiate, mountains to climb, technologies to create, children to teach, businesses to run. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here's an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created for her and present now to you, is not only easy to understand and implement, it is more powerful than any other. Together we'll explore: Debt: Why you must avoid it and what to do if you have it. The importance of having F-you Money. How to think about money, and the unique way understanding this is key to building your wealth. Where traditional investing advice goes wrong and what actually works. What the stock market really is and how it really works. Why the stock market always goes up and why most people still lose money investing in it. How to invest in a raging bull, or bear, market. Specific investments to implement these strategies. The Wealth Building and Wealth Preservation phases of your investing life and why they are not always tied to your age. How your asset allocation is tied to those phases and how to choose it. How to simplify the sometimes confusing world of 401(k), 403(b), TSP, IRA and Roth accounts. TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). What investment firm to use and why the one I recommend is so far superior to the competition. Why you should be very cautious when engaging an investment advisor and whether you need to at all. Why and how you can be conned, and how to avoid becoming prey. Why I don't recommend dollar cost averaging. What financial independence looks like and how to have your money support you. What the 4% rule is and how to use it to safely spend your wealth. The truth behind Social Security. A Case Study on how this all can be implemented in real life. Enjoy the read, and the journey!

Estate Planning Made Easy

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Author :
Publisher :
ISBN 13 : 9789810515638
Total Pages : 191 pages
Book Rating : 4.5/5 (156 download)

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Book Synopsis Estate Planning Made Easy by :

Download or read book Estate Planning Made Easy written by and published by . This book was released on 2004 with total page 191 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Easy-to-use Guide to Successful Investment

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Author :
Publisher :
ISBN 13 :
Total Pages : 76 pages
Book Rating : 4.:/5 (61 download)

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Book Synopsis Easy-to-use Guide to Successful Investment by : Carlos Samson Mundt

Download or read book Easy-to-use Guide to Successful Investment written by Carlos Samson Mundt and published by . This book was released on 1961 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Tools and Techniques of Estate Planning, 19th Edition

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Publisher :
ISBN 13 : 9781949506334
Total Pages : 0 pages
Book Rating : 4.5/5 (63 download)

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Book Synopsis The Tools and Techniques of Estate Planning, 19th Edition by : Stephan Leimberg

Download or read book The Tools and Techniques of Estate Planning, 19th Edition written by Stephan Leimberg and published by . This book was released on 2019-01-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. The Tools & Techniques of Estate Planning, 19th edition, applies the trusted Tools & Techniques approach to all aspects of modern estate planning, enabling you to: Help your clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions Help your clients effectively preserve their assets under current law Handle a wide variety of estates and specific circumstances Save significant amounts of time with exclusive estate planning tools In addition to everything that made the first eighteen editions of The Tools & Techniques of Estate Planning so effective and popular, this new edition delivers several enhancements including: Cover-to-cover updates to reflect changes in tax code that were enacted in the 2017 Tax Cuts and Jobs Act A new chapter on planning techniques that utilize the new Section 199A Qualified Business Income (QBI) deduction Significantly updated chapters on trust planning and income tax considerations in estate planning This book features easy-to-understand, real-world examples from expert authors on what techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. Readers will learn the most important issues and planning techniques to help clients plan every aspect of their estate. In these pages you'll also find reliable, practice-based analyses of hundreds of recent cases and rulings, helping you assist your clients in making the best decisions for themselves and for their families.

You Can Almost Take it with You

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Publisher : Fearon Teacher Aids
ISBN 13 : 9780822498933
Total Pages : 198 pages
Book Rating : 4.4/5 (989 download)

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Book Synopsis You Can Almost Take it with You by : Edwin C. Anderson

Download or read book You Can Almost Take it with You written by Edwin C. Anderson and published by Fearon Teacher Aids. This book was released on 1987 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning Made Easy

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Publisher :
ISBN 13 : 9789810846893
Total Pages : 172 pages
Book Rating : 4.8/5 (468 download)

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Book Synopsis Estate Planning Made Easy by : Christopher Tan

Download or read book Estate Planning Made Easy written by Christopher Tan and published by . This book was released on 2010 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Intelligent Guide to Your Financial Future

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Publisher :
ISBN 13 : 1413497241
Total Pages : 136 pages
Book Rating : 4.4/5 (134 download)

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Book Synopsis The Intelligent Guide to Your Financial Future by : Norbert Mindel

Download or read book The Intelligent Guide to Your Financial Future written by Norbert Mindel and published by . This book was released on 2005-09-01 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Endorsements: *"This book presents sophisticated financial planning concepts that Wall Street hasn't told you in layman's language. I consider it a must read for every Baby Boomer who is planning a retirement strategy." David S. Reedy, Genworth Financial - President Terra Securities Corporation *Hats off to Norm, Marcus and Dave! As a former IRS agent, and now a practicing CPA, I know how important it is for people to protect their wealth from the tax man. Follow the advice you find in this book and you will keep more of your wealth for your family. Brian T. Savage, CPA, PFS, CFP *The bedrock of free market capitalism is the voluntary investment of assets by private investors in the economy. This book, iPlan: the intelligent guide to financial planning, is a must reading for such private investors. It raises necessary cautions which every investor should heed; it offers an investment strategy which has protections of assets as its primary goal; and from my own personal experience over the last dozen years, it works. John W. Ryan - President Emeritus, Indiana University Additional thoughts to stimulate your thinking: With money in your pocket, you are wise and you are handsome and you sing well too. --Yiddish Proverb You aren't wealthy until you have something money can't buy. --Garth Brooks When wealth is lost, nothing is lost; when health is lost, something is lost; when character is lost, all is lost. --Billy Graham I've got all the money I'll ever need, if I die by four o'clock. --Henny Youngman The trick is to stop thinking of it as 'your' money. --IRS auditor If money is your hope for independence you will never have it. The only real security that a man will have in this world isa reserve of knowledge, experience, and ability. --Henry Ford 1863-1947 American Industrialist If money be not thy servant, it will be thy master. The covetous man cannot so properly be said to possess wealth, as that may be said to possess him --Francis Bacon (1561-1626) Essayist, philosopher, and statesman Remember that time is money. --Benjamin Franklin If you fail to plan, you should plan on failing! One or the other will be your choice. --Annonymous