Fortune Adviser 2000

Fortune Adviser 2000 PDF Author: Time-Life Books
Publisher: Time Life Medical
ISBN: 9781883013691
Category : Business & Economics
Languages : en
Pages : 262

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Book Description
Examines strategies for improving your financial position, including retirement planning, management techniques, career planning, and more.

Fortune Adviser 2000

Fortune Adviser 2000 PDF Author: Time-Life Books
Publisher: Time Life Medical
ISBN: 9781883013691
Category : Business & Economics
Languages : en
Pages : 262

Get Book Here

Book Description
Examines strategies for improving your financial position, including retirement planning, management techniques, career planning, and more.

The Wealth Solution

The Wealth Solution PDF Author: Steven Atkinson
Publisher:
ISBN: 9780985808730
Category :
Languages : en
Pages :

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Book Description
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.

A Wealth of Common Sense

A Wealth of Common Sense PDF Author: Ben Carlson
Publisher: John Wiley & Sons
ISBN: 1119024927
Category : Business & Economics
Languages : en
Pages : 231

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Book Description
A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.

Practice Made Perfect

Practice Made Perfect PDF Author: Mark C. Tibergien
Publisher: John Wiley and Sons
ISBN: 9780470884959
Category : Business & Economics
Languages : en
Pages : 304

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Book Description
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

Wealth Mismanagement

Wealth Mismanagement PDF Author: Ed Butowsky
Publisher: Post Hill Press
ISBN: 1642932353
Category : Business & Economics
Languages : en
Pages : 155

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Book Description
Millions of us are committing a slow, imperceptible form of financial suicide. Chances are your IRA or 401(k) carries far more risk than you realize, lacks real diversification that could reduce downside risk, and is falling behind the underreported rate of inflation that eats away at your retirement fund every year. In the next market crash, you could be left vulnerable and unprotected. Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. They charge high fees and sometimes put their own interests ahead of yours. Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser—before the next meltdown. Nobody else on Wall Street ever dared to create anything like it. Wealth Mismanagement will empower investors to protect themselves. Read it & reap.

Machiavelli: The Prince

Machiavelli: The Prince PDF Author: Niccolo Machiavelli
Publisher: Cambridge University Press
ISBN: 9780521349932
Category : History
Languages : en
Pages : 202

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Book Description
Professor Skinner presents a lucid analysis of Machiavelli's text as a response to the world of Florentine politics.

Children's Books in Print

Children's Books in Print PDF Author: R R Bowker Publishing
Publisher: R. R. Bowker
ISBN:
Category : Children's literature
Languages : en
Pages : 1662

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Book Description


Sudden Money

Sudden Money PDF Author: Susan Bradley
Publisher: John Wiley & Sons
ISBN: 9780471380863
Category : Business & Economics
Languages : en
Pages : 344

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Book Description
From inheritances and divorce and insurance settlements to retirement payouts and the most recent phenomenon of stock options, the largest transfer of wealth in the history of America is now taking place. For some, this welcome event is relatively stress-free. But for those who are inexperienced in dealing with large sums of money, a windfall can be an overwhelming, even losing, situation. What is the difference between those who build on their financial gains and those who end up worse off than before? In this much-needed, one-of-a-kind book, top financial planner Susan Bradley gets to the heart of the matter by examining the emotional complexity of the windfall experience and how to manage it-and your newfound money-successfully. Whatever the sum involved, the impact of one's emotional state on the way money is handled--or mishandled--cannot be underestimated. In addition to the legal intricacies of receiving sudden money, the element of surprise that catches people unprepared also often leaves them there. Here, at last, is a type of "owner's manual" to sudden money that demystifies the process for recipients and their financial planners. Based on her work with countless clients, many of whose stories appear in this book, Bradley has developed a step-by-step program for moving safely through the three phases of building a solid financial foundation: Preparation and Planning Investing Monitoring, Giving, and Sharing Giving individual attention to each possible windfall event, Bradley addresses their distinct tax consequences, insurance and estate planning considerations, as well as the crucial emotional component. She also shares advice on how to put together the proper team of advisors, including an attorney and a therapist. When correctly handled, an unexpected windfall can provide expected benefits that will continue far beyond the lifetime of the initial recipient---and turn sudden money into lasting wealth. Turn Sudden Money into Lasting Wealth Maximize your wealth and minimize your stress and confusion with this unique, indispensable guide to handling a sudden financial windfall. Written by nationally recognized financial planner Susan Bradley, Sudden Money provides a complete program for successfully managing newfound wealth. Discover ways to: Stay calm and not make decisions based on your emotions Seek experienced, professional advice Avoid pressure from others Create and execute the best financial plan for you Most important, Sudden Money provides you with easy-to-implement, proven ways to ensure that your financial gains are more than fleeting good fortune. "A 'must read' for financial advisors and for clients who have received financial windfalls. Susan Bradley has detailed--in an easy-to-apply way--a new financial planning discipline that is sure to become a vital part of discussions about the burgeoning wealth in this country." —Ronni Burns, Wall Street consultant "This book is essential for anyone who receives a financial windfall. It's an easy read and packed with useful advice." —Don Phillips, CEO, Morningstar "Reading this book is like having a trusted friend explain what to expect, what to do, and what not to do at a happy time that can also be overwhelming and stressful. This book has been extraordinarily helpful to me." —Marci Shimoff, coauthor, Chicken Soup for the Soul "Women in particular are often ill prepared to manage a financial windfall. Without careful planning, it could turn into a pitfall. Susan Bradley's book is a sensible guide on how to handle instant wealth." —Jennifer Openshaw, CEO, WFN.com, Financial Network for Women

The PPLI Solution

The PPLI Solution PDF Author: Kirk Loury
Publisher: John Wiley & Sons
ISBN: 9780470884973
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations. PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as $1 million. Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI's applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.

The Four Pillars of Retirement Plans

The Four Pillars of Retirement Plans PDF Author: David B. Loeper
Publisher: John Wiley & Sons
ISBN: 0470494778
Category : Business & Economics
Languages : en
Pages : 267

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Book Description
Praise for The Four Pillars of Retirement Plans "This up-to-the-minute book shows how the Supreme Court's recent LaRue decision has reshaped the world of retirement plans. Rules governing fiduciaries of defined benefit plans may no longer protect fiduciaries of defined contribution plans and may actually harm them. The Four Pillars of Retirement Plans is indispensable for plan sponsors and other fiduciaries, and for all those advising them, including investment advisors and attorneys." —W. Scott Simon, JD, CFP, AIFA, author of The Prudent Investor Act: A Guide to Understanding and Morningstar "Fiduciary Focus" columnist "This book is a must-read for all plan sponsors, financial advisors, and ERISA attorneys if they have any hope of defending themselves from the mountain of litigation looming on the horizon for all participant-directed retirement plans and provides a road map to easily modify antiquated procedures born in the defined benefit era that contradict today's participant-directed retirement plans. Plaintiff's counsel is sure to have read this book; if you don't, you will be defenseless in these suits." —Edward Siedle, Esq., "The Pension Detective" and President of Benchmark Financial Services, Inc. "If you are a trustee, plan sponsor, or financial advisor serious about the retirement plan marketplace, you MUST read this book, or you will be ill-equipped to deal with the fiduciary meltdown non-readers will be facing." —John Lohr, ERISA attorney and author