Unexpected Wealth

Unexpected Wealth PDF Author: Bonnie Brown Hartley
Publisher: Cambio Press
ISBN: 0972798579
Category : Finance, Personal
Languages : en
Pages : 78

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Book Description

Unexpected Wealth

Unexpected Wealth PDF Author: Bonnie Brown Hartley
Publisher: Cambio Press
ISBN: 0972798579
Category : Finance, Personal
Languages : en
Pages : 78

Get Book Here

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

Sudden Wealth

Sudden Wealth PDF Author: David Rust
Publisher: Createspace Independent Pub
ISBN: 9781477512357
Category : Business & Economics
Languages : en
Pages : 344

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Book Description
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.

Sudden Wealth... IT Happens

Sudden Wealth... IT Happens PDF Author: David Rust
Publisher: CreateSpace
ISBN: 9781461146261
Category : Families
Languages : en
Pages : 216

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Book Description
"Retirement, inheritance, death of spouse, business sale, divorce, lottery, lawsuit settlement."--Cover.

The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth

The Sudden Wealth Solution: 12 Principles to Transform Sudden Wealth Into Lasting Wealth PDF Author: Robert Pagliarini
Publisher: Dog Ear Publishing
ISBN: 9780990571506
Category : Business & Economics
Languages : en
Pages : 324

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Book Description
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."

We Need to Talk

We Need to Talk PDF Author: Jennifer Risher
Publisher: Xeno Books
ISBN: 9781939096647
Category : Millionaires
Languages : en
Pages :

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Book Description
"We Need to Talk: A Memoir About Wealth gives voice to an experience millions share, but no one discusses: what it's like to be rich. The book is an honest, personal story that explores the hidden impact of wealth on identity, relationships, and sense of place in the world. Too often, we link net-worth to self-worth and keep quiet about how our finances make us feel. Money is a taboo subject. The author hopes We Need to Talk becomes a catalyst for conversation that demystifies wealth, gets us talking on a personal level, and confirms we are ninety-nine percent the same. In 1991, at twenty-six years old, Jennifer took a job at Microsoft and got lucky. She met her future husband, David, and the stock options she was granted were worth hundreds of thousands of dollars. His were worth far more. Years later, when David joined a small, unknown start-up called Amazon.com, she got lucky again. They both did. They were in their early thirties and had tens of millions of dollars. It was amazing. The freedom and benefits were obvious. But after growing up saving her pennies and being wary of the rich, Jennifer was embarrassed to have joined their ranks. She wasn't worried about being liked for her money, she was worried about being hated for it. People looked at her differently. She didn't know how to ensure her children stayed motivated and not entitled, was shocked when a friend asked for $25,000, discovered philanthropy isn't as straightforward as just writing a check, and grappled with the meaning of enough. For years, she didn't share her dilemmas with others for fear of being judged. No one talks about money-but we should"--

Sudden Money

Sudden Money PDF Author: Susan Bradley
Publisher: John Wiley & Sons
ISBN: 0471380865
Category : Business & Economics
Languages : en
Pages : 341

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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

Sudden Wealth

Sudden Wealth PDF Author: Henry James Forman
Publisher:
ISBN:
Category :
Languages : en
Pages : 422

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Book Description


Sudden Wealth... the Workbook and Journal

Sudden Wealth... the Workbook and Journal PDF Author: David Rust
Publisher: CreateSpace
ISBN: 9781482703955
Category : Business & Economics
Languages : en
Pages : 214

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Book Description
Sudden Wealth happens more often than most think, through lottery winnings, inheritance, business sales, oil and gas leases, and retirement, to name a few. The latest edition to the Sudden Wealth book series is two books in one. The Workbook serves as an important guide to help sudden wealth recipients make better financial decisions. And for every family, whether sudden wealth or not, The Journal provides a “go to place” to document every financial decision, asset, and final wish. Financial advisors and authors, David Rust and Shane Moore have built their wealth management practice around comprehensively handling the needs of sudden wealth recipients and their families. This Workbook and Journal serves as an extension of their knowledge, experience and viewpoint. It is a must have for every family!

The Millionaire Next Door

The Millionaire Next Door PDF Author: Thomas J. Stanley
Publisher: Rosetta Books
ISBN: 0795314868
Category : Business & Economics
Languages : en
Pages : 307

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Book Description
How do the rich get rich? An updated edition of the “remarkable” New York Times bestseller, based on two decades of research (The Washington Post). Most of the truly wealthy in the United States don’t live in Beverly Hills or on Park Avenue. They live next door. America’s wealthy seldom get that way through an inheritance or an advanced degree. They bargain-shop for used cars, raise children who don’t realize how rich their families are, and reject a lifestyle of flashy exhibitionism and competitive spending. In fact, the glamorous people many of us think of as “rich” are actually a tiny minority of America’s truly wealthy citizens—and behave quite differently than the majority. At the time of its first publication, The Millionaire Next Door was a groundbreaking examination of America’s rich—exposing for the first time the seven common qualities that appear over and over among this exclusive demographic. This edition includes a new foreword by Dr. Thomas J. Stanley—updating the original content in the context of the financial crash and the twenty-first century. “Their surprising results reveal fundamental qualities of this group that are diametrically opposed to today’s earn-and-consume culture.” —Library Journal