Author: Thayer Cheatham Willis
Publisher:
ISBN: 9780972549400
Category : Estate planning
Languages : en
Pages : 0
Book Description
Navigating the Dark Side of Wealth
Author: Thayer Cheatham Willis
Publisher:
ISBN: 9780972549400
Category : Estate planning
Languages : en
Pages : 0
Book Description
Publisher:
ISBN: 9780972549400
Category : Estate planning
Languages : en
Pages : 0
Book Description
Family Wealth Continuity
Author: David Lansky
Publisher: Springer
ISBN: 1137576391
Category : Business & Economics
Languages : en
Pages : 162
Book Description
Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
Publisher: Springer
ISBN: 1137576391
Category : Business & Economics
Languages : en
Pages : 162
Book Description
Most family business owners and wealth creators share an important vision: perpetuating family and wealth for many generations to come. To ensure wealth continuity, many families put into place various structures, plans, and processes, including estate plans (which may include multiple trusts), ownership succession plans, governance structures/strategies, and others. These sometimes-elaborate plans are aimed at preserving family wealth. In reality, for many families, they don’t. In fact, it has been estimated that a majority of estate plans in place fail, largely as a result of family conflict or communication problems. Author David Lansky reveals here that too many one-size-fits-all and elaborate continuity plans fail to take into account the idiosyncratic family factors that can interfere with continuity planning. Lansky details further how building the right foundation will help families implement the best continuity plans. Addressing that foundation effectively includes understanding the building blocks that make it up, assessing their strengths, and developing strategies to improve them. The specific building blocks include:• Learning Capacity • Familyness • Safe Communication Culture • Commitment to Personal Development• Effective Leadership of Change While richly informative, this book is not intended as a training manual, but rather as a starting point for important ideas and conversations. In fact, the goal of this book is to help families consider several related factors that go into a foundation for continuity, and to build more effective continuity plans and strategies based on their assessments.
The Simple Path to Wealth
Author: Jl Collins
Publisher: Jl Collins LLC
ISBN: 9781737724100
Category :
Languages : en
Pages : 286
Book Description
"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!
Publisher: Jl Collins LLC
ISBN: 9781737724100
Category :
Languages : en
Pages : 286
Book Description
"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!
Temporary People
Author: Deepak Unnikrishnan
Publisher: Restless Books
ISBN: 1632061449
Category : Fiction
Languages : en
Pages : 208
Book Description
Winner of the Restless Books Prize for New Immigrant Writing "Guest workers of the United Arab Emirates embody multiple worlds and identities and long for home in a fantastical debut work of fiction, winner of the inaugural Restless Books Prize for New Immigrant Writing.… The author's crisp, imaginative prose packs a punch, and his whimsical depiction of characters who oscillate between two lands on either side of the Arabian Sea unspools the kind of immigrant narratives that are rarely told. An enchanting, unparalleled anthem of displacement and repatriation." —Kirkus Reviews, starred review In the United Arab Emirates, foreign nationals constitute over 80 percent of the population. Brought in to construct and serve the towering monuments to wealth that punctuate the skylines of Abu Dhabi and Dubai, this labor force is not given the option of citizenship. Some ride their luck to good fortune. Others suffer different fates. Until now, the humanitarian crisis of the so-called “guest workers” of the Gulf has barely been addressed in fiction. With his stunning, mind-altering debut novel Temporary People, Deepak Unnikrishnan delves into their histories, myths, struggles, and triumphs. Combining the linguistic invention of Salman Rushdie and the satirical vision of George Saunders, Unnikrishnan presents twenty-eight linked stories that careen from construction workers who shapeshift into luggage and escape a labor camp, to a woman who stitches back together the bodies of those who’ve fallen from buildings in progress, to a man who grows ideal workers designed to live twelve years and then perish—until they don’t, and found a rebel community in the desert. With this polyphony of voices, Unnikrishnan maps a new, unruly global English and gives personhood back to the anonymous workers of the Gulf. "Guest workers of the United Arab Emirates embody multiple worlds and identities and long for home in a fantastical debut work of fiction, winner of the inaugural Restless Books Prize for New Immigrant Writing.… The author's crisp, imaginative prose packs a punch, and his whimsical depiction of characters who oscillate between two lands on either side of the Arabian Sea unspools the kind of immigrant narratives that are rarely told. An enchanting, unparalleled anthem of displacement and repatriation." —Kirkus Reviews, Starred Review "Inventive, vigorously empathetic, and brimming with a sparkling, mordant humor, Deepak Unnikrishnan has written a book of Ovidian metamorphoses for our precarious time. These absurdist fables, fluent in the language of exile, immigration, and bureaucracy, will remind you of the raw pleasure of storytelling and the unsettling nearness of the future." —Alexandra Kleeman, author of You Too Can Have a Body Like Mine “Inaugural winner of the Restless Books Prize for New Immigrant Writing, this debut novel employs its own brand of magical realism to propel readers into an understanding and appreciation of the experience of foreign workers in the Arab Gulf States (and beyond). Through a series of almost 30 loosely linked sections, grouped into three parts, we are thrust into a narrative alternating between visceral realism and fantastic satire.... The alternation between satirical fantasy, depicting such things as intelligent cockroaches and evil elevators, and poignant realism, with regards to necessarily illicit sexuality, forms a contrast that gives rise to a broad critique of the plight of those known euphemistically as ‘guest workers.’ VERDICT: This first novel challenges readers with a singular inventiveness expressed through a lyrical use of language and a laserlike focus that is at once charming and terrifying. Highly recommended.” —Henry Bankhead, Library Journal, Starred Review “Unnikrishnan’s debut novel shines a light on a little known world with compassion and keen insight. The Temporary People are invisible people—but Unnikrishnan brings them to us with compassion, intelligence, and heart. This is why novels matter.” —Susan Hans O’Connor, Penguin Bookshop (Sewickley, PA) “Deepak Unnikrishnan uses linguistic pyrotechnics to tell the story of forced transience in the Arabian Peninsula, where citizenship can never be earned no matter the commitment of blood, sweat, years of life, or brains. The accoutrements of migration—languages, body parts, passports, losses, wounds, communities of strangers—are packed and carried along with ordinary luggage, blurring the real and the unreal with exquisite skill. Unnikrishnan sets before us a feast of absurdity that captures the cruel realities around the borders we cross either by choice or by force. In doing so he has found what most writers miss: the sweet spot between simmering rage at a set of circumstances, and the circumstances themselves.” —Ru Freeman, author of On Sal Mal Lane “Deepak writes brilliant stories with a fresh, passionate energy. Every page feels as if it must have been written, as if the author had no choice. He writes about exile, immigration, deportation, security checks, rage, patience, about the homelessness of living in a foreign land, about historical events so strange that, under his hand, the events become tales, and he writes tales so precisely that they read like history. Important work. Work of the future. This man will not be stopped.” —Deb Olin Unferth, author of Revolution “From the strange Kafka-esque scenarios to the wholly original language, this book is amazing on so many different levels. Unlike anything I've ever read, Temporary People is a powerful work of short stories about foreign nationals who populate the new economy in the United Arab Emirates. With inventive language and darkly satirical plot lines, Unnikrishnan provides an important view of relentless nature of a global economy and its brutal consequences for human lives. Prepare to be wowed by the immensely talented new voice.” —Hilary Gustafson, Literati Bookstore (Ann Arbor, MI) “Absolutely preposterous! As a debut, author Unnikrishnan shares stories of laborers, brought to the United Arab Emirates to do menial and everyday jobs. These people have no rights, no fallback if they have problems or health issues in that land. The laborers in Temporary People are sewn back together when they fall, are abandoned in the desert if they become inconvenient, and are even grown from seeds. As a collection of short stories, this is fantastical, imaginative, funny, and even more so, scary, powerful, and ferocious.” —Becky Milner, Vintage Books (Vancouver WA)
Publisher: Restless Books
ISBN: 1632061449
Category : Fiction
Languages : en
Pages : 208
Book Description
Winner of the Restless Books Prize for New Immigrant Writing "Guest workers of the United Arab Emirates embody multiple worlds and identities and long for home in a fantastical debut work of fiction, winner of the inaugural Restless Books Prize for New Immigrant Writing.… The author's crisp, imaginative prose packs a punch, and his whimsical depiction of characters who oscillate between two lands on either side of the Arabian Sea unspools the kind of immigrant narratives that are rarely told. An enchanting, unparalleled anthem of displacement and repatriation." —Kirkus Reviews, starred review In the United Arab Emirates, foreign nationals constitute over 80 percent of the population. Brought in to construct and serve the towering monuments to wealth that punctuate the skylines of Abu Dhabi and Dubai, this labor force is not given the option of citizenship. Some ride their luck to good fortune. Others suffer different fates. Until now, the humanitarian crisis of the so-called “guest workers” of the Gulf has barely been addressed in fiction. With his stunning, mind-altering debut novel Temporary People, Deepak Unnikrishnan delves into their histories, myths, struggles, and triumphs. Combining the linguistic invention of Salman Rushdie and the satirical vision of George Saunders, Unnikrishnan presents twenty-eight linked stories that careen from construction workers who shapeshift into luggage and escape a labor camp, to a woman who stitches back together the bodies of those who’ve fallen from buildings in progress, to a man who grows ideal workers designed to live twelve years and then perish—until they don’t, and found a rebel community in the desert. With this polyphony of voices, Unnikrishnan maps a new, unruly global English and gives personhood back to the anonymous workers of the Gulf. "Guest workers of the United Arab Emirates embody multiple worlds and identities and long for home in a fantastical debut work of fiction, winner of the inaugural Restless Books Prize for New Immigrant Writing.… The author's crisp, imaginative prose packs a punch, and his whimsical depiction of characters who oscillate between two lands on either side of the Arabian Sea unspools the kind of immigrant narratives that are rarely told. An enchanting, unparalleled anthem of displacement and repatriation." —Kirkus Reviews, Starred Review "Inventive, vigorously empathetic, and brimming with a sparkling, mordant humor, Deepak Unnikrishnan has written a book of Ovidian metamorphoses for our precarious time. These absurdist fables, fluent in the language of exile, immigration, and bureaucracy, will remind you of the raw pleasure of storytelling and the unsettling nearness of the future." —Alexandra Kleeman, author of You Too Can Have a Body Like Mine “Inaugural winner of the Restless Books Prize for New Immigrant Writing, this debut novel employs its own brand of magical realism to propel readers into an understanding and appreciation of the experience of foreign workers in the Arab Gulf States (and beyond). Through a series of almost 30 loosely linked sections, grouped into three parts, we are thrust into a narrative alternating between visceral realism and fantastic satire.... The alternation between satirical fantasy, depicting such things as intelligent cockroaches and evil elevators, and poignant realism, with regards to necessarily illicit sexuality, forms a contrast that gives rise to a broad critique of the plight of those known euphemistically as ‘guest workers.’ VERDICT: This first novel challenges readers with a singular inventiveness expressed through a lyrical use of language and a laserlike focus that is at once charming and terrifying. Highly recommended.” —Henry Bankhead, Library Journal, Starred Review “Unnikrishnan’s debut novel shines a light on a little known world with compassion and keen insight. The Temporary People are invisible people—but Unnikrishnan brings them to us with compassion, intelligence, and heart. This is why novels matter.” —Susan Hans O’Connor, Penguin Bookshop (Sewickley, PA) “Deepak Unnikrishnan uses linguistic pyrotechnics to tell the story of forced transience in the Arabian Peninsula, where citizenship can never be earned no matter the commitment of blood, sweat, years of life, or brains. The accoutrements of migration—languages, body parts, passports, losses, wounds, communities of strangers—are packed and carried along with ordinary luggage, blurring the real and the unreal with exquisite skill. Unnikrishnan sets before us a feast of absurdity that captures the cruel realities around the borders we cross either by choice or by force. In doing so he has found what most writers miss: the sweet spot between simmering rage at a set of circumstances, and the circumstances themselves.” —Ru Freeman, author of On Sal Mal Lane “Deepak writes brilliant stories with a fresh, passionate energy. Every page feels as if it must have been written, as if the author had no choice. He writes about exile, immigration, deportation, security checks, rage, patience, about the homelessness of living in a foreign land, about historical events so strange that, under his hand, the events become tales, and he writes tales so precisely that they read like history. Important work. Work of the future. This man will not be stopped.” —Deb Olin Unferth, author of Revolution “From the strange Kafka-esque scenarios to the wholly original language, this book is amazing on so many different levels. Unlike anything I've ever read, Temporary People is a powerful work of short stories about foreign nationals who populate the new economy in the United Arab Emirates. With inventive language and darkly satirical plot lines, Unnikrishnan provides an important view of relentless nature of a global economy and its brutal consequences for human lives. Prepare to be wowed by the immensely talented new voice.” —Hilary Gustafson, Literati Bookstore (Ann Arbor, MI) “Absolutely preposterous! As a debut, author Unnikrishnan shares stories of laborers, brought to the United Arab Emirates to do menial and everyday jobs. These people have no rights, no fallback if they have problems or health issues in that land. The laborers in Temporary People are sewn back together when they fall, are abandoned in the desert if they become inconvenient, and are even grown from seeds. As a collection of short stories, this is fantastical, imaginative, funny, and even more so, scary, powerful, and ferocious.” —Becky Milner, Vintage Books (Vancouver WA)
Navigating Life with More Than Enough
Author: Dekruyter Todd
Publisher:
ISBN: 9780986412509
Category :
Languages : en
Pages :
Book Description
Many of us trust money to fix our problems and secure our future. Accumulating and preserving wealth can become our ultimate goal. But money creates its own set of problems. Asset protection strategies can turn into a cage. Todd DeKruyter shows how to resist wealth's pull on our hearts and pursue a legacy of deep relationships and lasting impact.
Publisher:
ISBN: 9780986412509
Category :
Languages : en
Pages :
Book Description
Many of us trust money to fix our problems and secure our future. Accumulating and preserving wealth can become our ultimate goal. But money creates its own set of problems. Asset protection strategies can turn into a cage. Todd DeKruyter shows how to resist wealth's pull on our hearts and pursue a legacy of deep relationships and lasting impact.
Bold
Author: Peter H. Diamandis
Publisher: Simon and Schuster
ISBN: 1476709580
Category : Business & Economics
Languages : en
Pages : 336
Book Description
Bold is a radical how-to guide for using exponential technologies, moonshot thinking, and crowd-powered tools to create extraordinary wealth while also positively impacting the lives of billions. A follow-up to the authors' Abundance (2012).
Publisher: Simon and Schuster
ISBN: 1476709580
Category : Business & Economics
Languages : en
Pages : 336
Book Description
Bold is a radical how-to guide for using exponential technologies, moonshot thinking, and crowd-powered tools to create extraordinary wealth while also positively impacting the lives of billions. A follow-up to the authors' Abundance (2012).
Billionaires
Author: Darrell M. West
Publisher: Brookings Institution Press
ISBN: 0815725817
Category : Political Science
Languages : en
Pages : 283
Book Description
Meet the Billionaires: the 1,645 men and women who control a massive share of global assets worth $6.5 trillion. Darrell West reveals what the other 99.99998% of us need to know. With rich anecdotes and personal narratives, West goes inside the world of the ultra wealthy. Meet U.S. billionaires such as Sheldon Adelson, Michael Bloomberg, David and Charles Koch, George Soros, Tom Steyer, and Donald Trump—as well as international billionaires from around the globe. The growing political engagement of this small supra-wealthy group raises important questions about influence, transparency, and government performance, and West lays bare the wealthification of politics, including: • How billionaires can block appointments and legislation they don't like • Why the supra-wealthy moved into policy advocacy and referenda at the state level • Why billionaires run for office in more than a dozen countries around the world
Publisher: Brookings Institution Press
ISBN: 0815725817
Category : Political Science
Languages : en
Pages : 283
Book Description
Meet the Billionaires: the 1,645 men and women who control a massive share of global assets worth $6.5 trillion. Darrell West reveals what the other 99.99998% of us need to know. With rich anecdotes and personal narratives, West goes inside the world of the ultra wealthy. Meet U.S. billionaires such as Sheldon Adelson, Michael Bloomberg, David and Charles Koch, George Soros, Tom Steyer, and Donald Trump—as well as international billionaires from around the globe. The growing political engagement of this small supra-wealthy group raises important questions about influence, transparency, and government performance, and West lays bare the wealthification of politics, including: • How billionaires can block appointments and legislation they don't like • Why the supra-wealthy moved into policy advocacy and referenda at the state level • Why billionaires run for office in more than a dozen countries around the world
Help, I'm Rich!
Author: Kees Stoute
Publisher: John Wiley & Sons
ISBN: 1119020549
Category : Business & Economics
Languages : en
Pages : 356
Book Description
Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.
Publisher: John Wiley & Sons
ISBN: 1119020549
Category : Business & Economics
Languages : en
Pages : 356
Book Description
Manage and protect your wealth with the help of a private bank Help! I'm Rich! is a detailed examination of how private banking services can help high net worth individuals take charge over their wealth and protect their assets. Designed to increase the ability to discern between 'adding value' and 'self-orientation' and thus improve the professional relationship between private bankers and clients, this reader-friendly guide explains the concerns that typically come along with wealth, and the various ways in which private banks can help clients deal with these challenges effectively. You will learn what private banks do, which services they offer, and how to find and approach a private bank. Case studies illustrate the various scenarios presented, and graphs, tables, cartoons and diagrams help facilitate a true understanding of what private banks can do for you. A detailed description of the various asset classes explains the reasons for — and risks of — investing at each level, giving you a better idea of the wealth management methods that have proven effective for others in your class. Whether you are new to wealth or are newly tasked with the money management aspect of it, it's vital for you to understand the ways in which your high net worth changes the game. This book is an indispensable guide to understanding the common challenges of the wealthy, and the crucial role private banks play in dealing with these challenges. Understand the challenges wealth brings to money management Discover how private banks can help address specific concerns Learn the questions you should ask your private banker Make better financial decisions by having an expert in your corner The more money you have, the more attention it requires, and the solutions tend to get more complicated. The support of a professional services provider seems not only unavoidable but highly desirable. Help! I'm Rich! shows you how to gain the most out of your private banking experience, with detailed guidance and expert advice.
Wealth Management Unwrapped, Revised and Expanded
Author: Charlotte B. Beyer
Publisher: John Wiley & Sons
ISBN: 1119403693
Category : Business & Economics
Languages : en
Pages : 208
Book Description
You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Publisher: John Wiley & Sons
ISBN: 1119403693
Category : Business & Economics
Languages : en
Pages : 208
Book Description
You are the CEO of My Wealth, Inc. — so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
Nickel and Dimed
Author: Barbara Ehrenreich
Publisher: Metropolitan Books
ISBN: 1429926643
Category : Social Science
Languages : en
Pages : 256
Book Description
The New York Times bestselling work of undercover reportage from our sharpest and most original social critic, with a new foreword by Matthew Desmond, author of Evicted Millions of Americans work full time, year round, for poverty-level wages. In 1998, Barbara Ehrenreich decided to join them. She was inspired in part by the rhetoric surrounding welfare reform, which promised that a job—any job—can be the ticket to a better life. But how does anyone survive, let alone prosper, on $6 an hour? To find out, Ehrenreich left her home, took the cheapest lodgings she could find, and accepted whatever jobs she was offered. Moving from Florida to Maine to Minnesota, she worked as a waitress, a hotel maid, a cleaning woman, a nursing-home aide, and a Wal-Mart sales clerk. She lived in trailer parks and crumbling residential motels. Very quickly, she discovered that no job is truly "unskilled," that even the lowliest occupations require exhausting mental and muscular effort. She also learned that one job is not enough; you need at least two if you int to live indoors. Nickel and Dimed reveals low-rent America in all its tenacity, anxiety, and surprising generosity—a land of Big Boxes, fast food, and a thousand desperate stratagems for survival. Read it for the smoldering clarity of Ehrenreich's perspective and for a rare view of how "prosperity" looks from the bottom. And now, in a new foreword, Matthew Desmond, author of Evicted: Poverty and Profit in the American City, explains why, twenty years on in America, Nickel and Dimed is more relevant than ever.
Publisher: Metropolitan Books
ISBN: 1429926643
Category : Social Science
Languages : en
Pages : 256
Book Description
The New York Times bestselling work of undercover reportage from our sharpest and most original social critic, with a new foreword by Matthew Desmond, author of Evicted Millions of Americans work full time, year round, for poverty-level wages. In 1998, Barbara Ehrenreich decided to join them. She was inspired in part by the rhetoric surrounding welfare reform, which promised that a job—any job—can be the ticket to a better life. But how does anyone survive, let alone prosper, on $6 an hour? To find out, Ehrenreich left her home, took the cheapest lodgings she could find, and accepted whatever jobs she was offered. Moving from Florida to Maine to Minnesota, she worked as a waitress, a hotel maid, a cleaning woman, a nursing-home aide, and a Wal-Mart sales clerk. She lived in trailer parks and crumbling residential motels. Very quickly, she discovered that no job is truly "unskilled," that even the lowliest occupations require exhausting mental and muscular effort. She also learned that one job is not enough; you need at least two if you int to live indoors. Nickel and Dimed reveals low-rent America in all its tenacity, anxiety, and surprising generosity—a land of Big Boxes, fast food, and a thousand desperate stratagems for survival. Read it for the smoldering clarity of Ehrenreich's perspective and for a rare view of how "prosperity" looks from the bottom. And now, in a new foreword, Matthew Desmond, author of Evicted: Poverty and Profit in the American City, explains why, twenty years on in America, Nickel and Dimed is more relevant than ever.