Legacy Wealth Planning For Minnesota And North Dakota Families

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Nine Steps to Financial Freedom

Author : Suze Orman
Publisher : Three Rivers Press (CA)
ISBN 13 : 0609801864
Total Pages : 349 pages
Book Rating : 4.6/5 (98 download)

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Book Synopsis Nine Steps to Financial Freedom by : Suze Orman

Download or read book Nine Steps to Financial Freedom written by Suze Orman and published by Three Rivers Press (CA). This book was released on 2000 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money.

Proven in the Trenches

Author : Ron Carson
Publisher : Harriman House Limited
ISBN 13 : 085719805X
Total Pages : 162 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis Proven in the Trenches by : Ron Carson

Download or read book Proven in the Trenches written by Ron Carson and published by Harriman House Limited. This book was released on 2020-05-12 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: • Understanding Investor Behavior • Blueprinting Your Life and Your Business • Attracting Talent by Growing Your Own • Putting Process Behind Your People • Building a Brand that Connects and Converts • Wealth Planning and What It Takes to Revive Advisor Value • Creating a Compelling Client Experience • Evaluating Partnerships • Attracting New Clients and the Art of Ethical Persuasion • Plotting Your Succession • Making the Shift from Advisor to CEO

Financial Therapy

Author : Bradley T. Klontz
Publisher : Springer
ISBN 13 : 3319082698
Total Pages : 381 pages
Book Rating : 4.3/5 (19 download)

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Book Synopsis Financial Therapy by : Bradley T. Klontz

Download or read book Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.

Values-based Financial Planning

Author : Bill Bachrach
Publisher :
ISBN 13 : 9781887006033
Total Pages : 174 pages
Book Rating : 4.0/5 (6 download)

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Book Synopsis Values-based Financial Planning by : Bill Bachrach

Download or read book Values-based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...

Family Estate Planning Guide

Author : Frederick K. Hoops
Publisher :
ISBN 13 :
Total Pages : 1560 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Family Estate Planning Guide by : Frederick K. Hoops

Download or read book Family Estate Planning Guide written by Frederick K. Hoops and published by . This book was released on 1994 with total page 1560 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Entrusted

Author : Andrew Howell
Publisher :
ISBN 13 : 9780692558263
Total Pages : 236 pages
Book Rating : 4.5/5 (582 download)

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Book Synopsis Entrusted by : Andrew Howell

Download or read book Entrusted written by Andrew Howell and published by . This book was released on 2015-11-01 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why should you ultimately deploy your financial assets at death in a way that you never would have while you were alive? Entrusted: Building a Legacy That Lasts explains why today's model for estate planning today is fundamentally flawed, especially for higher net worth individuals and families, and how it can be fixed

Minnesota Consumer Guidebook to Law and Leading Attorneys

Author : American Research Corporation Staff
Publisher :
ISBN 13 :
Total Pages : 310 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Minnesota Consumer Guidebook to Law and Leading Attorneys by : American Research Corporation Staff

Download or read book Minnesota Consumer Guidebook to Law and Leading Attorneys written by American Research Corporation Staff and published by . This book was released on 1994 with total page 310 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Understanding Living Trusts

Author : Vickie Schumacher
Publisher : Schumacher Publishing
ISBN 13 :
Total Pages : 230 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Understanding Living Trusts by : Vickie Schumacher

Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.

Planning for Disability

Author : Robert B. Fleming
Publisher :
ISBN 13 : 9781633594401
Total Pages : 0 pages
Book Rating : 4.5/5 (944 download)

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Book Synopsis Planning for Disability by : Robert B. Fleming

Download or read book Planning for Disability written by Robert B. Fleming and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: " ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).

Preparing Heirs

Author : Roy Orville Williams
Publisher : Author's Choice Publishing
ISBN 13 : 9781931741316
Total Pages : 208 pages
Book Rating : 4.7/5 (413 download)

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Book Synopsis Preparing Heirs by : Roy Orville Williams

Download or read book Preparing Heirs written by Roy Orville Williams and published by Author's Choice Publishing. This book was released on 2003 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Margaret Sanger's Eugenic Legacy

Author : Angela Franks
Publisher : McFarland
ISBN 13 : 0786454040
Total Pages : 361 pages
Book Rating : 4.7/5 (864 download)

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Book Synopsis Margaret Sanger's Eugenic Legacy by : Angela Franks

Download or read book Margaret Sanger's Eugenic Legacy written by Angela Franks and published by McFarland. This book was released on 2014-12-24 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: Margaret Sanger, the American birth-control and population-control advocate who founded Planned Parenthood, stands like a giant among her contemporaries. With her dominating yet winning personality, she helped generate shifts of opinion on issues that were not even publicly discussed prior to her activism, while her leadership was arguably the single most important factor in achieving social and legislative victories that set the parameters for today's political discussion of family-planning funding, population-control aid, and even sex education. This work addresses Sanger's ideas concerning birth control, eugenics, population control, and sterilization against the backdrop of the larger eugenic context.

Estate Planning Selections from The Tax Adviser

Author : Byrle M. Abbin
Publisher :
ISBN 13 :
Total Pages : 526 pages
Book Rating : 4.:/5 (43 download)

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Book Synopsis Estate Planning Selections from The Tax Adviser by : Byrle M. Abbin

Download or read book Estate Planning Selections from The Tax Adviser written by Byrle M. Abbin and published by . This book was released on 1973 with total page 526 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Day After Death

Author : Lynn Miller
Publisher : University of New Mexico Press
ISBN 13 : 0826356680
Total Pages : 248 pages
Book Rating : 4.8/5 (263 download)

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Book Synopsis The Day After Death by : Lynn Miller

Download or read book The Day After Death written by Lynn Miller and published by University of New Mexico Press. This book was released on 2016 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Amanda thinks about Duncan, her dead twin brother, every day. A traffic accident brings her face to face with deeper childhood memories, forcing her to wonder not just about Duncan's death but also about the death of her college mentor and lover, Sarah Moore. Can her exploration of family secrets set her free from her traumatic past?

Wealth in Families

Author : Charles W. Collier
Publisher :
ISBN 13 :
Total Pages : 127 pages
Book Rating : 4.:/5 (489 download)

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Book Synopsis Wealth in Families by : Charles W. Collier

Download or read book Wealth in Families written by Charles W. Collier and published by . This book was released on 2001 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Sweden & America

Author :
Publisher :
ISBN 13 :
Total Pages : 496 pages
Book Rating : 4.:/5 (89 download)

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Book Synopsis Sweden & America by :

Download or read book Sweden & America written by and published by . This book was released on 1991 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Financial Wisdom of Ebeneezer Scrooge

Author : Ted Klontz
Publisher : Simon and Schuster
ISBN 13 : 0757324398
Total Pages : 157 pages
Book Rating : 4.7/5 (573 download)

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Book Synopsis The Financial Wisdom of Ebeneezer Scrooge by : Ted Klontz

Download or read book The Financial Wisdom of Ebeneezer Scrooge written by Ted Klontz and published by Simon and Schuster. This book was released on 2021-11-09 with total page 157 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal "The process changed the way I look at everything—my own life, my relationships with others, and my understanding of the world." That is how Wynonna Judd described her work with coauthors Ted and Brad Klontz, using the principles outlined in The Financial Wisdom of Ebenezer Scrooge. As the United States braces for an economic crash, the time-tested Financial Wisdom of Ebenezer Scrooge will help anyone stand on solid financial footing, securing prosperity for themselves and a healthy financial legacy for their family. Almost universally—regardless of income bracket or upbringing—people suffer from the same money affliction, and the real problem isn't money at all. The real problem—and the one that is overlooked in financial planning seminars and glossed over in other wealth-building books—is the relationship people have with their money. For the first time in paperback comes the breakthrough method from noted psychologists Ted and Brad Klontz and financial planner Rick Kahler, which The Wall Street Journal hailed as "innovative," combining "experiential therapy with nuts-and-bolts financial planning." Their proven method, which was publicized in the American Psychological Association magazine, helps people recognize their dysfunctional mind-sets about money. Mind-sets like "It's not nice to talk about money," "I'll never have enough money to be secure," "I deserve to spend money," and "If you are good, the universe will give you what you need." By culling timeless truths from the classic Dickens's tale and combining them with sound financial and psychological principles, the authors give anyone the tools they need to transform their relationship with money and break through their barriers to wealth and financial freedom.

The Sustainable Edge

Author : Ron Carson
Publisher : Greenleaf Book Group
ISBN 13 : 1626342156
Total Pages : 199 pages
Book Rating : 4.6/5 (263 download)

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Book Synopsis The Sustainable Edge by : Ron Carson

Download or read book The Sustainable Edge written by Ron Carson and published by Greenleaf Book Group. This book was released on 2016-01-19 with total page 199 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES BESTSELLER! The Sustainable Edge: Fifteen Minutes a Week to a Richer Entrepreneurial Life was written for business owners who are seeking a fuller, more rewarding work-life balance. In this easy-to-reference, practical guide authors and entrepreneurs Ron Carson and Scott Ford share personal anecdotes to their own career successes. Each chapter is designed to inspire entrepreneurs to define and sustain a competitive edge in the complex, fast-changing world of business. Relying on insights and proprietary tools based on decades of experience, the authors teach you how to achieve your goals across four key areas: your business, your teams, your clients, and your personal lives. In this book you will learn the authors’ trademarked Business Implementation Quotient (IQ) Grower process that appears in the form of end-of-chapter exercises. These easy-to-perform exercises can be completed in as little as 15 minutes per week to help your company boost its own Business IQ. This work is an important read for entrepreneurs in search of achieving the sustainable edge in their careers and their lives.