Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING! Learn key concepts from experienced professionals--from efficient investing to tax and debt management, from retirement -wish-list- planning to guarding your loved ones from financial hazards, from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of -bottom line- planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with helpful tips and stories from seasoned financial professionals focused on helping clients manage risk and fund their good life.
The basic concepts of financial literacy are explored in this important book for young people.
Written for the mission-driven business owner who is moved to not only complete an exit from a profitable business but also wants to leverage that success to help them take care of the people and causes important to them-such as family, ...
This updated edition of Retire Secure! also covers the famous Lange's Cascading Beneficiary Plan that provides a framework for developing a flexible estate plan that, among other goals, seeks to sustain the tax-favored status of your ...
This revised edition of Retire Secure! contains all-new material covering several important laws passed over the last few years that offer new tax-advantaged opportunities.
This book tells you how to unravel the knot and benefit from the insights." — Lyle E. Gramley, Senior Economic Adviser, Stanford Washington Research Group, and former governor of the Federal Reserve Board
This book is going to challenge you and everything you think you know about succession planning.
If you care about your spouse and family, If you have ever experienced stress about market losses, If having a safe, secure, predictable income stream during retirement is important, If you don't have a plan for the high cost of a nursing ...
Based on thirty years of tax consulting and financial experience with clients ranging from wealthy individuals to the average wage earner, large corporations and small businesses, this book is a...
In Looking Ahead, the experienced financial advisers at Palisades Hudson Financial Group provide detailed information and practical advice on a broad range of topics, including: Relationships with Adult Children Planning for Incapacity The ...
From America's most trusted financial advisor comes a comprehensive guide to a new and utterly sane financial choice. In Die Broke, you'll learn that life is a game where the loser gives his money to Uncle Sam at the end.