Wealth Management in Any Market: Timeless Strategies for Building Financial SecurityISBN: 978-0-470-40528-4
Hardcover
300 pages
March 2009
 Other Available Formats: E-book
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Foreword vii
Preface ix
Author’s Note xv
Acknowledgments xix
CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1
CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15
CHAPTER 3 Why Everyone Needs an Estate Plan 63
CHAPTER 4 Learn to Save and Properly Manage Your Debt 75
CHAPTER 5 How to Plan for a Comfortable Retirement 109
CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143
CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173
CHAPTER 8 Asset Protection Strategies 189
CHAPTER 9 Taxes and Tax-Saving Strategies 209
CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235
Final Comments 251
Notes 255
About the Author 287
Index 289
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