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Author: Kristopher Flammang
Publisher:
ISBN: 9781453788325
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Kristopher S. Flammang, CRPC(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Kris Flammang's chapter, "This Time Isn't Different, but We Should Be" provides a good financial planning discussion, including a lesson on how we got where we are and a proposed re-definition of wealth, success and happiness - what it doesn't mean in light of the last few years and what it could and should mean going forward.
Author: Kristopher Flammang
Publisher:
ISBN: 9781453788325
Category :
Languages : en
Pages : 192
Get Book
Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Kristopher S. Flammang, CRPC(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Kris Flammang's chapter, "This Time Isn't Different, but We Should Be" provides a good financial planning discussion, including a lesson on how we got where we are and a proposed re-definition of wealth, success and happiness - what it doesn't mean in light of the last few years and what it could and should mean going forward.
Author: Patricia Hinds
Publisher:
ISBN: 9781453788455
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Patricia J. Hinds, CFP(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Patricia Hinds' chapter, "A New Model - and Mindset - for Income Distribution" provides a good financial planning discussion, including retirement income distribution - an important process in the second phase of life.
Author: Brett Ellen
Publisher:
ISBN: 9781453788516
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Brett S. Ellen, CFP(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Brett Ellen's chapter, "Living a Life of Passion and Purpose," provides a good financial planning discussion, including tax-advantaged estate planning ideas, educating the next generation and leaving a legacy.
Author: Thomas Hine
Publisher:
ISBN: 9781453802885
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Thomas J. Hine, MBA, CFS®, CFP® introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Tom Hine's chapter, "Balanced Wealth Approach to Planning(TM) - for a Truly Rich and Fulfilling Life" provides a good financial planning discussion, including the concept of a balanced approach to financial security, health, lifestyle and relationships in order to achieve a more complete, more fulfilling life.
Author: Andrew Oster
Publisher:
ISBN: 9781453788370
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Andrew E. Oster, MBA introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Andrew Oster's chapter, "Taking Care of Business" provides a good financial planning discussion, including professional advice on a range of business planning issues such as establishing the most effective structure, ensuring peak operations, planning for retirement and business succession.
Author: Jl Collins
Publisher: Jl Collins LLC
ISBN: 9781737724100
Category :
Languages : en
Pages : 286
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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!
Author: Peggy Rouillier
Publisher:
ISBN: 9781453788394
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Peggy J. Rouillier, CFP® introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Peggy Rouillier's chapter, "Planning with the Power of Visual Thinking" provides a good financial planning discussion, including the use of mind mapping as a means to help individuals grapple with complicated concepts associated with wealth management.
Author: Devery Cagle
Publisher:
ISBN: 9781453802892
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Devery "Rusty" Cagle, CFP(r), CRPC(r), CAPTM introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Rusty Cagle's chapter, "Aligning Your Championship Team of Advisors" provides a good financial planning discussion, including the value of professional collaboration and its role in increasing the effectiveness of managing finances.
Author: Howard Slater
Publisher:
ISBN: 9781453788417
Category :
Languages : en
Pages : 192
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Book Description
Plan of Action: Strategies to Help You Build and Preserve Wealth - Featuring Howard A. Slater, MBA, ChFC(r), CLU(r), CFP(r) introduces readers to various financial planning tools and techniques. It provides important information and advice from a collaboration of independent financial professionals and registered representatives of Securities America, Inc., one of the nation's largest independent broker/dealers. The goal is to help readers make informed choices that can lead to long-term financial security. Howard Slater's chapter, "A Most Essential Portfolio Review" provides a good financial planning discussion, including a plethora of information about insurance assets, a critical yet often overlooked piece of a total portfolio review.
Author: Vishwajeet Halder
Publisher: Vishwajeet Halder
ISBN:
Category : Business & Economics
Languages : en
Pages : 56
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Book Description
Want to build wealth and achieve financial freedom? Our eBook, 'The Ultimate Guide to Building Wealth,' offers practical strategies and tips to help you get there. We'll help you debunk common myths about wealth, adopt the right mindset and habits, and create a solid financial plan. Plus, we'll show you how to avoid common mistakes and capitalize on new opportunities. With our guidance and your willingness to take action, you can build the financial future you deserve. If you buy this ebook, you can: •Learn the true definition of wealth and how to achieve financial freedom •Debunk common misconceptions about wealth and adopt the right mindset and habits •Develop strategies to build and maintain wealth, such as saving, investing, and avoiding common mistakes •Create a solid financial plan and stay disciplined and focused on your goals •Build a secure financial future and achieve the life of abundance and freedom you deserve. If you don't buy this ebook, you may: •Miss out on valuable insights and strategies for building wealth •Continue to struggle with common misconceptions and mistakes about money •Lack the knowledge and tools to create a solid financial plan •Miss out on opportunities to achieve your financial goals and live the life you want •Face financial uncertainty and insecurity in the long run By investing in this ebook, you can take a significant step towards a more secure and prosperous financial future.
