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Financial independence (getting to point X) : an advisor's guide to comprehensive wealth management / [electronic resource]

by Vento, John.
Material type: materialTypeLabelBookPublisher: Hoboken, N.J. : John Wiley & Sons, ©2013Description: 1 online resource.ISBN: 9781118526385; 1118526384; 9781118526361; 1118526368; 9781118526439; 1118526430; 9781118570951; 1118570952.Subject(s): Finance, Personal -- United States | BUSINESS & ECONOMICS -- Personal Finance -- Budgeting | BUSINESS & ECONOMICS -- Personal Finance -- Money Management | Finance, Personal | United States | Electronic booksOnline resources: Wiley Online Library
Contents:
Committing to living within your means -- Understanding taxes -- Determining your financial position -- Managing debt -- Insuring your health and life -- Protecting your property with insurance -- Paying for college -- Planning for retirement -- Managing your investments -- Preserving your estate -- The time value of money -- Appendix A: Selecting a trusted advisor -- Appendix B: 101 ways to save $20 or more per week -- Appendix C: Basic concepts and definitions of various types of taxes.
Summary: Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues.
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Includes index.

Committing to living within your means -- Understanding taxes -- Determining your financial position -- Managing debt -- Insuring your health and life -- Protecting your property with insurance -- Paying for college -- Planning for retirement -- Managing your investments -- Preserving your estate -- The time value of money -- Appendix A: Selecting a trusted advisor -- Appendix B: 101 ways to save $20 or more per week -- Appendix C: Basic concepts and definitions of various types of taxes.

Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues.

Print version record and CIP data provided by publisher.

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Last Updated on September 15, 2019
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