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The Wealth Solution
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Book Synopsis The Wealth Solution by : Steven Atkinson
Download or read book The Wealth Solution written by Steven Atkinson and published by . This book was released on 2013-06-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Our goal in writing this book is to give you the tools you need to make smarter financial decisions and avoid the mistakes that too often trip up investors.
Book Synopsis The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth by : Robert Pagliarini
Download or read book The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth written by Robert Pagliarini and published by Dog Ear Publishing. This book was released on 2015-04-28 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Robert's book is the Bible of sudden wealth. So read it now!" MARY BUFFETT, New York Times bestselling author of Buffettology Up to 90% of sudden wealth is lost according to research. Why? What makes sudden wealth so different and so fleeting for so many people? And more importantly, how can you avoid the unforeseen dangers and mistakes even the most money-smart and sophisticated people often make? Sudden wealth is a roller coaster ride of emotions from the highest highs to the lowest lows. Sudden wealth is often portrayed as creating dire consequences for its recipients, but it can be an amazing opportunity that improves your life and those around you. I ve worked with enough sudden wealth clients over the years to see patterns what works and what doesn t. With proper guidance and a willingness to stick to the 12 Principles outlined in this book, you can avoid the common pitfalls that so often destroy money, and instead transform your sudden wealth into lasting wealth to create a better life for yourself and others. Here are just a few things you ll learn in The Sudden Wealth Solution: What does sudden wealth and surviving a disaster have in common? This one idea can help protect your money for generations. Learn about the three sudden wealth stages and what they mean. Never be caught off guard again. Learn just one sentence for when someone asks you for a loan or to invest in a project. Should you avoid making decisions after getting your sudden wealth? No. Doing so could cost you millions and be disastrous. Discover the decisions you are safe to make and those you must not make right after getting your windfall. Learn what time of day you should schedule phone calls and meetings with your advisors. Learn an effective and step-by-step method to choose the right attorney, CPA, and financial advisor for you. Read about the 8 key rules you can use to evaluate every financial advisor you interview. What's a Driver vs. a Passenger? You'll understand how this can help you make the important decisions. Overwhelmed and not sure what to do? Learn how to relax and start making progress. You might be surprised about the places you shouldn't look for an advisor. Certain money beliefs can make it nearly impossible to create lasting wealth. Learn which money beliefs you have and how to reset them. What to communicate immediately to friends and family after receiving sudden wealth. Copy a short note from the book that you can email to friends and family that puts you in control. Does it ever make sense to stretch the truth? You'll read why it just might."
Book Synopsis The Nomadic Wealth Formula by : Jason Stapleton
Download or read book The Nomadic Wealth Formula written by Jason Stapleton and published by Independently Published. This book was released on 2020-09-05 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: Nomadic Wealth is an exciting new book about the philosophy and practical steps necessary for anyone to achieve true freedom in their lives.As both technology and the world economy continue to evolve, many Americans have fallen victim to an antiquated education system that hasn't prepared them for the rapidly changing economy we have today.In this remarkable new work, Jason Stapleton presents a unique perspective on both financial independence and liberty by reimagining what it means to be free in the 21st century.
Book Synopsis Managing Concentrated Stock Wealth by : Tim Kochis
Download or read book Managing Concentrated Stock Wealth written by Tim Kochis and published by John Wiley & Sons. This book was released on 2016-01-26 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws Revised coverage of derivatives strategies and more examples of potential blind spots Tactics to convince some clients to diversify their portfolios and optimize their wealth Techniques to exploit concentration in pursuance of greater wealth They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.
Book Synopsis DIY Financial Advisor by : Wesley R. Gray
Download or read book DIY Financial Advisor written by Wesley R. Gray and published by John Wiley & Sons. This book was released on 2015-08-31 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can—or should—we be managing our own wealth? Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you—not for someone else!
Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Cookie Cut This! written by Amy Buttell and published by . This book was released on 2018-12-06 with total page 156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Embracing retirement on your terms means retiring with confidence and dignity. In Cookie Cut This!, retirement income specialist Steve Caruso empowers you to create well-defined retirement goals and ensure those are appropriately funded with sufficient income. Avoiding model portfolios and other cookie-cutter solutions, Steve collaborates with families to craft unique retirement income strategies to meet your needs. Through his disciplined process, Steve creates retirement distribution plans that provide you with the certainty you need to engage with retirement on your terms. Don't settle for anything less--learn how an appropriate retirement distribution strategy can set you on the road to retirement readiness today.Stephen Caruso, JD, is the President and Founder of New York City based Laurel Wealth Solutions. He is affiliated with Belpointe Asset Management as a Senior Wealth Manager and has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to educate clients on financial issues such as covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy. Stephen is a sought after speaker and has been brought in to train advisors at some of the largest financial firms and insurance companies. He presents all around the country at Universities and prestigious venues such as the United Nations. He holds a Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a non-practicing member of the California Bar Association.
Book Synopsis True Wealth Formula by : Hans Johnson
Download or read book True Wealth Formula written by Hans Johnson and published by Sanage Publishing House Llp. This book was released on 2022-08-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: You've worked hard to get where you are, and you're doing well by most people's standards. But despite your outward success, the income you earn only feeds an endless cycle of consumption, debt, and despair. You need a simpler, more effective approach to money management-and life. True Wealth Formula: How to Master Money, Live Free & Build A Legacy is a step-by-step roadmap and master strategy to gain control over your money and master the investing game, while delving into the deeper meaning of wealth, relationships, fulfillment, and legacy. Offering unconventional but proven strategies, Hans Johnson shows you how to sift through the ungodly amount of financial information out there, and develop a reliable system that produces repeatable, automated results. The door to personal freedom lies within you. True Wealth Formula will show you how to unlock it and gain access to the life of momentum and blessing you were intended for.
Book Synopsis The Wealth Code 2.0 by : Jason Vanclef
Download or read book The Wealth Code 2.0 written by Jason Vanclef and published by John Wiley & Sons. This book was released on 2013-01-22 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents a comprehensive, easy-to-understand plan for maximizing investments and building a solid financial foundation for the future.
Download or read book Lean Solutions written by Daniel T. Jones and published by Simon and Schuster. This book was released on 2013-09-12 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: A massive disconnect exists today between consumers and providers. As consumers, we have a greater selection of higher quality goods and services to choose from, yet our experience of obtaining and using these items is more frustrating than ever. At the same time, companies find themselves with declining customer loyalty, greater challenges in fulfilling orders, and a general sense of dissatisfaction in connecting with their customers. In LEAN SOLUTIONS, lean production experts Womack and Jones show consumers and companies alike how they can align their goals to achieve greater value with less waste.
Book Synopsis The Informed Retiree by : Leonard Rhoades
Download or read book The Informed Retiree written by Leonard Rhoades and published by . This book was released on 2019-05-09 with total page 121 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Informed Retiree was written to enlighten readers to the nuances, ideologies, propaganda and realisms of retirement. There is an endless supply of information to be influenced by in the new millennium. More than ever before in the history of mankind has information been delivered with lightning-fast speed. This is true within the foundations of the financial markets throughout the world; it's true for those searching for answers to their retirement questions; and it's true for those marketing to retirees for whatever products they are offering. "Be Informed, not influenced" - this is the overall theme of the book. It should assist readers to appreciate just how many different scenarios can affect a retirement strategy, and most importantly, their income.If you're like most retirees that are looking to spend their retirement years with less anxiety than they were accustomed to while working and raising their family, this book is designed to provide enlightenment into the process to begin that life. What are the potential obstacles and roadblocks to a successful retirement in the coming years? Will certain market influences such as interest rates continue to drag on retirement portfolios, and if so, for how long? How do some retire successfully, while others seem to struggle? Was the focus or the advice wrong? My hope is that this book, The Informed Retiree, will assist a retiree in some way for the good. Remember, be informed and not influenced. Understand the different business models that make up the financial industry and how they will work for or against your retirement. Lastly, remember it's your retirement and your money. Do with both how you've dreamed!Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Global Wealth Solutions and JWCA are unaffiliated entities.
Book Synopsis Wealth of Wisdom by : Tom McCullough
Download or read book Wealth of Wisdom written by Tom McCullough and published by John Wiley & Sons. This book was released on 2018-12-03 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
Book Synopsis Wealth, Virtual Wealth and Debt by : Frederick Soddy
Download or read book Wealth, Virtual Wealth and Debt written by Frederick Soddy and published by London : G. Allen & Unwin. This book was released on 1926 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Hidden Wealth of Customers by : Bill Lee
Download or read book The Hidden Wealth of Customers written by Bill Lee and published by Harvard Business Press. This book was released on 2012-05-15 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introducing “return on relationship” with your most valued customers The traditional model of growing your business—by relying on employees in sales, marketing, and product development—is dying. Today’s most successful companies are taking a different approach: getting customers to market, sell, and create products for them. In assessing client value, most companies look at the money paid for their goods and services. But in this book, Customer Strategy Group CEO Bill Lee offers a compelling new vision for growth by maximizing your “return on relationship” with select customers—those that offer rich sources of hidden wealth. A different type of ROI, this strategy of making the most of your firm’s existing relationships is a modern approach to customer relations—one that yields a distinct business advantage. Illustrated by numerous case studies—Salesforce.com, SAS Institute, 3M, Microsoft, and others—The Hidden Wealth of Customers shows the value some customers can have by helping to market your offerings, penetrate foreign markets, leverage the demand-generating power of social media, build customer communities, improve innovation, and more. Lee explains how to effectively engage this crucial audience, which has the power to keep your strategy focused on important customer issues and increase profitability. When done right, your best customers will prospect for you while also speeding product adoption and improving customer satisfaction and long-term loyalty. Consider this book a blueprint for finally making the most out of your most valuable customer relationships.
Download or read book Retiremeant written by Kim Potgieter and published by . This book was released on 2015-04-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: While most books on retirement focus only on money and ways to ensure there is enough of it, Retiremeant explains how your finances are inextricably entwined with the dreams you have for your life. Money either enables or limits the fulfilment of our goals, hopes, dreams, and aspirations and this is especially true in retirement. Kim Potgieter, with her psychological understanding and her coaching skills, together with her certified financial planner qualification, takes us on a journey in which we recognize not only the obstacles but indeed the endless opportunities offered by retirement--provided we can change our perspective. Kim's clear message is that creating your best life cannot be left to chance: she demonstrates that taking an active role in preparing for your retirement enables you to live without regrets.
Book Synopsis Wealth After Work by : William G. Gale
Download or read book Wealth After Work written by William G. Gale and published by Brookings Institution Press. This book was released on 2021-07-27 with total page 406 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pensions and retirement saving plans have helped millions of households build financial security. But tens of millions of people have been left behind, without access to these wealth accumulation vehicles. For many others, the plans they have do not ensure financial security in retirement. The problems that underlie these failures can be addressed. This book proposes concrete, practical ways to make dependable retirement income accessible for all Americans—not just those with means. Individual accounts have eclipsed traditional pensions as the primary vehicle for retirement saving in the United States—a shift that underlies many sources of retirement insecurity. The 401(k) plan and similar accounts have increased financial security for many people but have done nothing for millions more. Many of those who do have such plans are burdened with the need to make numerous saving, investment, and withdrawal decisions that stress their financial acumen. Financial advice that is unbiased, unconflicted, and affordable is often difficult to find. Managing wealth in retirement—especially the need to convert retirement savings into steady income—poses significant challenges that current financial instruments and practices do not adequately address. Economic downturns like the Great Recession and the COVID-19 pandemic increase financial insecurity and make addressing these issues more urgent. Written by noted experts in the field, Wealth After Work offers practical solutions that address these concerns. The proposals show how policymakers can help all Americans gain access to retirement savings accounts, obtain better information about their savings choices, and better manage their wealth in retirement. By proposing solutions that build on, rather than replace the existing system, the book provides a nuanced, practical guide to reform that would benefit all Americans.
Download or read book Sudden Wealth written by David Rust and published by Createspace Independent Pub. This book was released on 2013-01-30 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sudden Wealth ....Blessing or Burden?Authors: David Rust and Shane Moorewith Psychological analysis by Dr. Pam Monday and Dianne Arnett, M.A., LMFT, LPCThis is the second book in the Sudden Wealth series. Recognized wealth advisors David Rust and Shane Moore's compilation is a unique combination of fact and fiction that inspires fiscal sanity and confidence. Each of the eight stories are inspired by the real world experiences during Rust and Moore's extensive careers. The second half of the book is an excellent resource to any sudden wealth recipient. The commentary provided by each family therapist makes this an invaluable tool for anyone suddenly responsible for more money than ever before.
