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Financials (Planning And Working From Home)
For those financial planners who need to effectively manage the estate planning challenge for their clients, best-selling author Paul J. Lochray provides the updated information necessary for the formation and monitoring of an estate plan.
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As seen on CNBC, ABC, PBS, CNN, and BloombergbrbrThe personal orientation to financial affairs described in WealthBuilding] should appeal to the prospective investor who may otherwise be hesitant to traverse this daunting landscape. --Estate Planning magazinebrbrWritten by two veteran financial planners, this 'don't-do-it-yourself' book is designed to empower the reader by explaining when (and why) professional advice is necessary. --Working Money magazinebrbrReiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation. --Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam InvestmentsbrbrREAL-LIFE FINANCIAL STRATEGIES FOR TRUE WEALTHbrWealthBuilding is the book for everyone who dreams of having what they want, whether it be a secure retirement with the standard of living they are accustomed to or a vacation home large enough to accommodate all the grandchildren. This book features real-life wealth stories of 31 investors ranging from young, single professionals to middle-aged job-hoppers to retired seniors and shows how they are planning and managing their wealth successfully and intelligently. WealthBuilding will empower individual investors by offering innovative investment strategies and showing people how to pick financial advisors and form effective partnerships with these professionals.Acknowledgments.brbrForeword By William B. Lytton.brbrPart One: Defining Wealth.brbrIntroduction.brbrDon t Do It Yourself.brbrHow Can an Idea So Popular Be So Wrong?brbrThe Right Idea.brbrWhat Is Wealth?brbrAbout the Wealth Stories.brbrPart Two: Achieving Wealth.brbr1 How to Pick the Right Chief Operating Officer.brbrGetting to the Chief Operating Officer Point.brbrWho Makes a Good Financial Advisor?brbrBut I m a Person, Not a Company!brbr2 Pitfall 1: Don t Save During Prim
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Top Financial And Estate Planning Issues For 2007 Cpe Course (top Issues Cpe)
$26.90
The Financial Planner's Guide To Estate Planning
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The financial planner's guide to estate planning
$2.36
Financial And Estate Planning Applications (huebner School Series)
$22.99
Estate Planning For Financial Planners, 2nd Edition
$16.83
Gaining And Maintaining Wealth: A Guide To Financial & Estate Planning
$18.94
Estate Planning after the 2001 Tax Act is a step-by-step guide and sourcebook to help financial advisers navigate the estate planning?related changes in the tax code brought on by the 2001 Tax Relief Reconciliation Act. The author, estate planning expert and lawyer Martin Shenkman, provides a sound rationale for comprehensive estate planning and a host of invaluable planning techniques to address the uncertainties the new rules pose.
$28.30
Are you interested in paying the minimum amount of estate and gift taxes? Would you like to avoid probate and keep your financial affairs private? Estate Planning in Arizona is the reference you need. Written for Arizonans with little or no legal experience, this book tells you what you need to know: The basics of wills and trusts Protecting your assets Appointing guardians for your children Health care directives and living wills Taking title to real estate . . . and much more! Providing you with a better understanding of the laws and issues involved in estate planning, this comprehensive, easy-to-understand book will help you to preserve wealth, protect your family, and create a winning succession plan.
$8.99
Real-Life Financial Strategies For True WealthbrbrWealthBuilding is an essential read for everyone who wants to reach their wealth goals and maintain their standard of living when they're retired. It includes the real-life Wealth Stories of 31 investors-ranging from young, single professionals to middle-aged job-hoppers to retired seniors-and how they are planning and managing their wealth successfully and intelligently. A helpful tool for financial professionals to use with clients, WealthBuilding will also empower individual investors by showing them what to look for in a trusted advisor and how to build an effective partnership. You will inevitably see yourself-or one of your clients-in one (or more) of these Wealth Stories.brbrPraise for WealthBuildingbrbrDavid Reiser and Robert DiColo have written a readable book that aims to empower the reader, while at the same time creating knowledge of when professional advice is needed. It is a combination of old-fashioned wisdom and new age understanding. Anyone can benefit from thinking about its lessons. -Zoe Baird, President, The Markle FoundationbrbrDave Reiser and Bob DiColo have succeeded where many others have failed: they have explained in a simple, straightforward, and understandable manner the complex, and often frustrating, world of retirement planning. Financial services professionals and serious investors will find Reiser and DiColo's work to be invaluable. -John A. Tarantino, President, Adler Pollock & Sheehan, Past President, Rhode Island Bar AssociationbrbrReiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation. -Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam InvestmentsbrbrPlease visit our Web site at www.jklasser.comAcknowledgments.brbrForeword.brbrDEFINING WEALTH.brbrIntroduction.brbrACHIEVING WEALTH.brbrHow to Pick th
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