Family Value at Risk

Family Value at Risk PDF Author: Jr. Gondeck
Publisher: Forbesbooks
ISBN: 9781950863167
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
IS YOUR FAMILY VALUE AT RISK? When we hear the word "wealth," many of us think about money. But wealth is about so much more than that. All of the aspects of your life that matter most to you--your family, your legacy, your community, the causes you care deeply about--contribute to your wealth and the richness of your life. Together, they compose your family value. If you're only managing your family's money, however, your family value is at risk. That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinez's approach. Rooted in the knowledge that there is way more to wealth beyond one's ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value. Their strategy is not only holistic; it's also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchs--individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth--and their value--for generations to come. In Family Value at Risk, they share critical insights on the risks and rewards of wealth planning. From the pitfalls of typical advising to the crucial conversations necessary to ensure your plans reflect your wishes, this book is a must-read for anyone concerned about their financial future.

Family Value at Risk

Family Value at Risk PDF Author: Jr. Gondeck
Publisher: Forbesbooks
ISBN: 9781950863167
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
IS YOUR FAMILY VALUE AT RISK? When we hear the word "wealth," many of us think about money. But wealth is about so much more than that. All of the aspects of your life that matter most to you--your family, your legacy, your community, the causes you care deeply about--contribute to your wealth and the richness of your life. Together, they compose your family value. If you're only managing your family's money, however, your family value is at risk. That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinez's approach. Rooted in the knowledge that there is way more to wealth beyond one's ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value. Their strategy is not only holistic; it's also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchs--individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth--and their value--for generations to come. In Family Value at Risk, they share critical insights on the risks and rewards of wealth planning. From the pitfalls of typical advising to the crucial conversations necessary to ensure your plans reflect your wishes, this book is a must-read for anyone concerned about their financial future.

Effective Generational Ministry

Effective Generational Ministry PDF Author: Craig L. Blomberg
Publisher: Baker Academic
ISBN: 1493400304
Category : Religion
Languages : en
Pages : 440

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Book Description
Understanding generational differences is a key to effective ministry in a multigenerational church. This book offers students and practitioners cutting-edge research and biblical analysis of three generations--Boomers, GenXers, and Millennials--so churches can minister more effectively within and across generational lines. The authors, one an expert on generational differences and the other a respected New Testament scholar, represent different generations and areas of expertise. The book explores key characteristics of each generation, provides biblical-theological analysis of generational attributes, and offers specific suggestions for ministry.

Generational Wealth: Strategies for Success

Generational Wealth: Strategies for Success PDF Author: Kraig Blomme
Publisher: Kraig Blomme
ISBN:
Category : Business & Economics
Languages : en
Pages : 45

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Book Description
"Generational Wealth: Strategies for Success" is a book that offers many strategies for creating wealth for a journey towards achieving financial stability and security. Having grown up in a modest household, the author was determined to save and spend wisely, exploring different methods of building wealth. However, it was through acquiring rental properties that the author found his true calling and was able to achieve financial freedom through passive income. This book is a guide for anyone looking to build generational wealth and create a brighter financial future for themselves and their loved ones. Through sharing my insights and lessons learned, my hope is to inspire and encourage readers to take action towards their own financial goals.

The Multigenerational Workplace

The Multigenerational Workplace PDF Author: Jennifer Abrams
Publisher: Corwin Press
ISBN: 145221882X
Category : Business & Economics
Languages : en
Pages : 161

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Book Description
Collaboration between professionals of all generations is an essential factor in school success. What do Boomers need from younger generations? What do GenXers and Millennials have to offer Boomers? Each generation wants to contribute and to feel empowered. The youngest generation wants an equal voice; Boomers want to leave a legacy; GenXers want to make a difference. This book, based on a very popular workshop that Abrams has presented across the U.S. and Canada, will address how all educators can look through a generational filter to be more effective communicators, teachers and administrators; to help retain those who may be more easily frustrated at their lack of immediate success; and to plan for succession by future generations of leaders. Concrete tools are key elements of the book, helping readers to define the generations and their needs, to identify themselves on the continuum, and to plan ways to bridge generational differences.

The Generational Wealth System

The Generational Wealth System PDF Author: Krista McBeath
Publisher: McBeath Financial Group
ISBN: 0578256894
Category : Business & Economics
Languages : en
Pages : 199

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Book Description
2022 New Release in Wealth Management, Retirement Planning, Estates & Trusts, Personal Taxation, Money Management CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE IN RETIREMENT! Shouldn’t we expect more from our life’s work and savings than just a secure retirement? Is traditional retirement planning failing families with short-sighted financial advice? Is this tunnel vision actually leaving your retirement and your family at risk? Avoid the retirement planning trap with this estate & financial planning strategy guide. The Retirement Planning Trap: A retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money.(FALSE!) The Financial Planning Escape: A holistic approach to wealth management is a path towards protection from taxes, long-term healthcare costs, inflation, market fluctuations, and probate. Beyond income distribution, a holistic plan should provide for a surviving spouse, include wealth transfer strategies, and much more.(YES!) Highly acclaimed Financial Planner Krista McBeath has developed a clear and systematic approach towards generational wealth. Based upon a nautical ship’s wheel, The Generational Wealth Wheel illustrates the steps towards accumulating, protecting, and transferring wealth. Together with the central hub, each of the six spokes of the captain’s wheel represents critical steps for financial stability leading to generational wealth. Wealth Anchors: These basic financial principles are the foundation for creating and preserving wealth from generation to generation. Income Streams: A sustainable cash flow plan is essential towards maintaining a lifestyle and providing for family. Safety Nets: Protect your retirement and legacy by learning how to identify and neutralize lurking threats to assets. Bold Growth: Learn the keys successful investors use to invest for growth without fear. Celebrate Abundance: How to enjoy the life you deserve while benefiting from ‘Giving while Living.’ Charted Legacy: Award-winning estate planning attorney shares the basics for sealing wishes and legally transferring assets. Tax Strategy: A tax strategy incorporating the three major tax stages is the ‘hub’ for a systematic wealth management plan. Krista McBeath developed this simple, systematic approach to financial stewardship out of love for her own family. With a passion for helping others, she shares the keys for living a life of abundance while protecting what’s most important to us. “As I reflect on the journey to bringing this book public, I hope people see the passion behind it, especially with my personal stories. I know most wouldn’t read a book on money, but you’ll quickly find, at the heart of this book is love for family.” The Generational Wealth System is not just about the size of the bank account and what to do with it. At the core, it’s for those concerned about the well-being of their spouse, children, and future generations. It’s for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. This book is for the legacy makers. It is for those who have family or causes dear to their heart and wish to make a difference. Don’t place your estate in jeopardy by waiting. It’s time to start planning—after all, 2020 and 2021 have taught us that anything can happen. For the sake of what’s most precious to you, stabilize your retirement while securing your legacy. Get this book for your family, today!

Family Business Succession

Family Business Succession PDF Author: K. LeCouvie
Publisher: Springer
ISBN: 1137280921
Category : Business & Economics
Languages : en
Pages : 207

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Book Description
The first ever comprehensive guide to family business succession planning. This book covers everything from what family business ownership is and how to structure ownership bylaws to business structure, leadership transition, and how a founder exits the business. Drawing on original research, case studies, and white papers, Family Business Succession is a thorough, complete, and "required reading" for every family member working in a family business.

What Would the Rockefellers Do?

What Would the Rockefellers Do? PDF Author: Garrett Gunderson
Publisher: Createspace Independent Publishing Platform
ISBN: 9781717167163
Category :
Languages : en
Pages : 184

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Book Description
Would you rather earn interest than pay it, and eliminate the necessity of paying fees to banks and jumping through hoops to get loans? Are you frustrated with being over-taxed and/or being dependent on a volatile stock market? Do you suspect that the ultra-wealthy play by a different set of rules than you do, and that their secrets have been kept just out of your reach? What would it mean to you and your family if you knew these rules to play by them too?

Generational Politics in the United States

Generational Politics in the United States PDF Author: Sally Friedman
Publisher: University of Michigan Press
ISBN: 0472904442
Category : Political Science
Languages : en
Pages : 455

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Book Description
The role of generations is an important, yet often overlooked, variable in the study of American politics. A topic of research in sociology, business, and marketing, the focus on generations frequently occurs in American pop culture and journalism. The general public often assumes that different generations have different political leanings and beliefs—that the Silent Generation is all Republican, white, and conservative, or that Millennials are liberal and diverse—but are these assumptions true? Generational Politics in the United States is the first comprehensive book that examines the concept of generations from a political science perspective. It defines what a generation is and how to sort out the differences between life cycle, cohort, and aging effect. The book then brings together chapters from an array of political science scholars that examine the role of generations in American politics and how it relates to other variables such as age, race, gender, and socioeconomic status. It discusses how politics in the United States are impacted by changes in generations, including how the passing of the Baby Boom generation and rise of the Millennials and Gen Z will change American politics. By examining the differences in political attitudes, engagement, and impact of recent generations, Generational Politics in the United States suggests how generational change will impact American politics in the future.

Inclusive Group Work

Inclusive Group Work PDF Author: William Pelech
Publisher: Oxford University Press
ISBN: 019065709X
Category : Group Processes
Languages : en
Pages : 391

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Book Description
Inclusive Group Work offers an innovative approach to working with intervention groups and task groups by redefining the concept of diversity and reframing core group work concepts. Appropriate for both undergraduate and graduate courses, this book introduces readers to the foundations of group practice with an emphasis on social justice. The book presents diversity as a relational concept that is at the heart of all group interactions. Individual identity is complex, and in order for all members to be treated equally their individuality must be accepted and respected. Using this framework, the book discusses the values and ethics of social work with groups, explores the stages of group work including planning, and presents both basic and advanced skills such as conflict resolution and the use of self. Theories are put into practice in three chapters of case studies that show in-detail how diversity can be employed as a strength in multiple settings to achieve the wide variety of goals groups pursue. Through this new approach, students and practitioners alike will learn how to harness diversity to engage and maintain participation in inclusive group processes.

2012 Estate Planning

2012 Estate Planning PDF Author: Martin Shenkman
Publisher: eBookIt.com
ISBN: 1456610406
Category : Law
Languages : en
Pages : 108

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Book Description
2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated with this planning and how can you minimize those risks? With much of the planning so complicated how can you make decisions as to which of various alternatives are best fore you? Three of the nation's leading tax experts have addressed all these critical issues and so much more in this timely and authoritative book. This book is written to be accessible to sophisticated taxpayers who can personally benefit from this planning. But because of the broad coverage of even esoteric topics, some discussions are a bit tough. This book will also prove an invaluable resource for CPAs, financial planners, insurance consultants, and attorneys. The supplemental appendices for professional advisers with practical forms, sample legal provisions, and client letters practitioners can use will all prove a useful resource making this book a must read for professionals.