Wealth Planning

Unexpected or uncontrollable events occur in every business. By maintaining a constant state of readiness and using quantifiable metrics to measure progress, owners can significantly grow their business value over time. Every business, not to mention business owner, is different and represents a different set of challenges for an advisor. The Advisor’s Guide provides clear breakdowns of different types of owners, their perspectives and hang-ups, their personality types, what to expect as an advisor, and how to guide any owner toward achieving their strategic vision.

Not everyone wants a life of nothing but leisure. And if you made money mistakes, had debt, or never made a plan for your money, comfortable retirement may not be possible without changes. It’s time to go back to school and redefine retirement. Don't Retire...Graduate! is your degree in full-fledged financial freedom and the option to work, if you choose.

In this no-nonsense finance book, you’ll learn the five simple steps for building your wealth and creating financial freedom. You’ll know how to craft a budget that will work for you no matter what your income and expenses might be. You’ll become more mindful and intentional with your spending so that you can save money for the important things. You’ll make a solid plan on how to get out of debt including ways to make it fun and motivating. You’ll begin saving so you no longer have to live paycheck to paycheck. And you’ll look at starting an investment plan so that your money ...

A starter book for people who want to understand what financial planning entails. Written in conversational style to avoid confusing financial speak. It is divided into three parts: Protect what you have; build what you need; create what you want....

If you are one of the 91 out of 100 people in North America who are afraid that they will outlive their retirement savings, tune in to discover how we are living longer than ever, yet we are retiring earlier than ever, and this newfound longevity is not being factored into our retirement planning. In this simple 6-step guide, Paxton S. Finnegan will join you to explore solutions and strategies which can grow investments, transform retirements, and keep the taxman at bay.

Baby Boomers are reinventing retirement just as they have so many other aspects of their lives. They will live longer and be healthier than their parents and grandparents, and they plan to remain relevant, be fulfilled, and leave legacies. Many will continue to work well into their 70s and 80s, some because they want to, others because they need to.

Failure is Not an Option: Creating Certainty In the Uncertainty of Retirement was written by financial planner and retirement expert, David Rosell, to combat the immense lack of resources regarding living a successful retirement. It will help you achieve far greater financial peace of mind as you learn to recognize and address the risks in retirement and successfully navigate the second-half of your journey, regardless of how the markets perform.

If you’re like many future retirees in their 50s, you’re facing a milestone in the next decade that can feel like an overwhelming deadline: retirement. If you’re also a business owner or corporate executive, the pressure is greater because people outside your family depend on you. Are you prepared?

Este libro no es solo otro libro de finanzas; es una combinación única de humor, historias reales y lecciones valiosas sobre el mundo de las inversiones y los negocios. A través de las aventuras (y desventuras) de dos amigos que buscan triunfar en el mercado de valores, este libro te llevará por un viaje de risas, errores épicos y éxitos inesperados.

Over 95% of Americans are unable to support themselves when they retire! They're reliant on Social Security, family and charity donations. Do you want that to be you? Of course not! In this life-changing book, young entrepreneur Tom Corson-Knowles shares his secrets to lasting business and financial success passed down to him by hundreds of millionaire mentors.

Discover the secrets to successful investing with "Mastering Investment Strategies." This comprehensive guide takes you through the fundamentals of risk management, portfolio diversification, and long-term investment planning. Whether you're a novice or an experienced investor, this book provides practical tips and strategies to help you make informed decisions, maximize returns, and build wealth with confidence. Learn how to navigate the complexities of the market and secure your financial future.

Universities train talented students to develop the most advanced technologies in the world. Graduates sign employment offer letters that promise salaries, bonuses, stock options, and restricted stock units (RSUs) that will make them earn far more than most Americans. Despite this, personal finance remains a taboo among many people, rarely talked about openly and rarely discussed in polite company. I wrote Personal Finance for People in Tech to share what I've learned about managing my finances after nearly 20 years of working in the software industry.

Getting a handle on personal finance can be confusing and stressful. Get unstuck and start saving now with this streamlined, holistic plan for financial wellness. Smart Money makes it simple to ditch debt and jump-start your wealth in nine practical steps. Learn how to avoid money pitfalls, correct any wrong turns, and save and spend the right way to build wealth.

Investing can seem daunting, but it doesn't have to be. The Beginner's Guide to Investing offers a comprehensive and practical overview of the fundamentals of investing, aimed at beginners who want to build a strong financial foundation. This book covers everything you need to know to get started with investing, including an introduction to financial markets, an overview of different investment options, and strategies for building a diversified investment portfolio. You'll learn how to assess risk, analyze market trends, and make informed decisions about where to invest your money. The ...

"Investment Navigator: Guiding You to Financial Success" is your comprehensive guide to navigating the complex world of investing with confidence. From understanding the basics of investing to implementing advanced strategies, this book equips you with the knowledge and tools needed to achieve your financial goals. Whether you're a novice investor looking to build a solid foundation or an experienced trader seeking to optimize your portfolio, "Investment Navigator" offers practical insights and actionable advice to help you navigate the ever-changing landscape of the financial markets. With...

Discover the essentials of successful investing with "Smart Investing: Strategies for Maximizing Returns." This comprehensive guide covers key investment strategies across various asset classes, including stocks, bonds, real estate, and alternative investments. Learn how to manage risk, optimize your portfolio, and stay ahead of market trends to achieve your financial goals.

Dive into the world of advanced investment strategies with 'Beyond the Basics: Mastering Advanced Investment Strategies.' This comprehensive guide takes you beyond traditional investment approaches, exploring sophisticated techniques and tactics to enhance returns, manage risk, and achieve financial success. From value investing and growth investing to income strategies, tax-efficient investing, and alternative investments, this book equips you with the knowledge and tools needed to navigate complex financial markets with confidence. Whether you're an experienced investor looking to elevate...

Discover the path to financial freedom, whether you start with $100 or $5,000. This guide offers practical strategies for everyone. The world of finance and investments can intentionally seem complex, forming an apparently impenetrable barrier between you and financial freedom. But there is a way to overcome it. Imagine deciphering the code of finance, mastering the art of wealth creation, and charting your own path to financial prosperity, even if you are a complete novice in this field.

Do you ever wonder how the world's wealthiest individuals build and preserve their wealth for generations to come? Look no further! This comprehensive guide takes you on a journey to discover the insider strategies and tactics used by the richest people in the world to create and protect their wealth.

After 20-plus years working as a financial planner helping clients save for, get to, and stay retired, Mr. Lima learned that effective retirement planning follows a pattern - a mindset. He calls it the WealthBuilder Mindset. Those who embrace the WealthBuilder Mindset can often achieve their retirement goals. Those who approach retirement planning as a second thought tend to find themselves struggling in retirement and making major lifestyle compromises that were never intended.