Wealth Planning

Unlock the Secrets to Preserving Your Wealth for Future Generations Are you ready to take control of your financial legacy and ensure your wealth is preserved for generations to come? Legacy Planning is your comprehensive guide to mastering the intricate world of estate planning and wealth management. This authoritative and supportive book delves deep into the essential tools and strategies of estate planning, offering a clear roadmap for anyone looking to safeguard their assets. This guide blends legal expertise with practical advice, making complex concepts accessible and actionable. ...

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki In Financial Tales, author and 30-year veteran financial advisor Carlos Sera provides you with the same life-changing financial planning advice, portfolio management techniques and investing strategies that he has offered to his own family and clients. Unlike most other boring, numbers-driven personal finance and retirement planning books, Financial Tales provides real-world examples of how people’s lives were improved by ...

Money Uncluttered: Transform Your Finances, Transform Your Life Are you drowning in bills, subscriptions you’ve forgotten, and financial decisions that feel impossible? It’s time to break free. Discover the Power of Financial Minimalism Money Uncluttered by Gary Covella, Ph.D., offers a proven, step-by-step framework to strip away the noise and complexity that’s holding you back. In just 30 days, you’ll go from overwhelmed and anxious to confident and in control—no jargon, no gimmicks, just simple, actionable strategies that work. What You’ll Gain Clarity & Control: Learn how to...

Transform your financial future in just a few weeks, even if the psychology of money has perplexed you for years. Financial anxiety is at an all-time high, with many struggling to make the connection between their money mindset and their economic reality. But imagine taking charge of your finances confidently, backed by a holistic understanding of the psychology that governs your spending habits. Within this groundbreaking guide, you will embark on a transformative journey to master successful thinking, planning, and skills for wealth and life income. Here's a glimpse of what you'll find: 3...

Sometimes, it can seem like saving money is impossible. With everyday expenses, from groceries and gas, to the electric bill and lunch money, as well as those unexpected expenses, like car repairs and medical bills, getting—and keeping—control of your finances can feel overwhelming. With Budgeting 101, you can start saving now. This clear and simple guide provides tons of practical advice for keeping track of your finances.

A successful entrepreneur living in Southern California, Scott Rieckens had built a “dream life”: a happy marriage, a two-year-old daughter, a membership to a boat club, and a BMW in the driveway. But underneath the surface, Scott was creatively stifled, depressed, and overworked trying to help pay for his family’s beach-town lifestyle. Then one day, Scott listened to a podcast interview that changed everything.

Whether your retirement dreams are five years away or fifty—the single greatest threat standing in your way is taxes. Unlike losses in the stock market, money lost to taxes never recovers. With untaxed retirement accounts likely to become your largest asset, you face an explosive landscape of costly tax traps, penalties, and a complex maze of rules when it comes time to tap into those savings. Renowned tax advisor Ed Slott returns with the ultimate guide to reclaim control of your financial future and keep more of your money—no matter what Congress comes up with next.

It’s time for you to start milking your knowledge for all it’s worth and create your very own CASH COW. Every day people are cashing in on this $185 billion dollar plus industry by transforming their knowledge into an online course that helps others and creates passive income that comes in day and night. From sewing to speed reading to horsemanship to doodling to guitar playing to sleep training to personal productivity to art therapy to yoga to nutrition to spiritual healing to gardening to study skills to screenwriting…there is a course for everything under the sun. And NOW it’s ...

📘 Wealth Building 101: A Beginner’s Guide to Financial Foundations 📘 Are you ready to take control of your financial future but don’t know where to start? Wealth Building 101 is the ultimate beginner’s guide to mastering money, building wealth, and achieving financial security. Inside this easy-to-follow book, you’ll discover: ✅ Money Management Basics – Learn how to budget, save, and eliminate debt effectively. ✅ Investing for Beginners – Understand stocks, real estate, and passive income strategies to grow your wealth. ✅ Financial Mindset Shifts – Develop habits ...

In The Rule, legendary trader and hedge fund pioneer Larry Hite recounts his working-class upbringing in Brooklyn as a dyslexic, partially blind kid who was anything but a model student - and how he went on to found and run Mint Investment Management Company, one of the most profitable and largest quantitative hedge funds in the world.

When you hear the word retirement, you probably don't imagine yourself scrambling to pay your bills in your golden years. But for too many Americans, that's the fate that awaits unless they take steps now to plan for the future.

With The Automatic Millionaire, David Bach presents an easy, realistic system, based on timeless principles, with everything you need to know so you can put the secret to becoming an Automatic Millionaire in place from the comfort of your own home.

Revolutionary Wealth is about how tomorrow's wealth will be created, and who will get it and how. But twenty-first-century wealth, according to the Tofflers, is not just about money, and cannot be understood in terms of industrial-age economics.

Are you ready to take control of your financial future? Investing for Beginners is the ultimate guide to understanding the fundamentals of investing, building a strong portfolio, and creating long-term wealth. Whether you're new to stocks, real estate, or passive income strategies, this book will help you develop a clear investment plan, avoid costly mistakes, and maximize your returns. Start your journey to financial success today! #InvestingForBeginners #FinancialFreedom #WealthBuilding #PassiveIncome #SmartInvesting

Unlock the secrets to securing your financial future with **"The Comprehensive Trust Codex."** This revolutionary guide explores the intricate realm of common law trusts, providing you with unique insights that empower you to effectively protect your family and assets. Learn how to leverage a specialized whole life policy to generate wealth for your estate—an essential strategy that has been kept hidden from the public by the affluent. Discover proven methods to minimize your tax liabilities while ensuring that your wealth is safely passed down to future generations. Filled with practical...

Gurus like Dave Ramsey, Suze Orman, and others have amassed followers by the millions because of their paint-by-the-numbers financial strategies that are easy to digest and implement. And while they have helped many Americans eliminate debt and take their first steps toward financial freedom, their dumbed-down financial advice is inadequate and incomplete for those looking to maximize their savings. In The Guru Gap, David McKnight closes the gap between what mainstream media personalities advise and the sophisticated, math-based approach your retirement plan requires.

Social Security law has changed! Get What's Yours has been revised and updated to reflect new regulations that take effect on April 29, 2016. Get What's Yours has proven itself to be the definitive book about how to navigate the forbidding maze of Social Security and emerge with the highest possible benefits. It is an engaging manual of tactics and strategies written by well-known financial commentators that is unobtainable elsewhere.

Brian Preston, host of The Money Guy Show podcast and co-founder of Abound Wealth Management, lays out a nine-step system for building wealth with the money you already have. Millionaire Mission helps you account for your financial blind spots, overcome the fear of making wrong decisions, and take the guesswork out of what to do with your next dollar.

Today people worry that they're going to run out of money in their older age. That won't happen if you use a few tricks for squeezing higher payments from your assets - from your Social Security account (find the hidden values there), pension (monthly income or lump sum?), home equity (sell and invest the proceeds or take a reverse mortgage?), savings (should you buy a lifetime annuity?), and retirement accounts (how to invest and - critically - how much to withdraw from your savings each year).

The rich have consistently found ways to increase their wealth, often at the expense of the less fortunate. This pattern, often referred to as "history repeating itself," reveals a striking truth: the accumulation of wealth tends to concentrate in the hands of a few. Whether it was the noble families of the Middle Ages or the tech moguls of today, the elite have always leveraged their advantages to create even more wealth. This phenomenon is not just a quirk of fate; it’s a system deeply embedded in the structures of our economies and societies. As global citizens, understanding this ...