Financial independence (getting to point X) an advisor's guide to comprehensive wealth management /

• Κύριος συγγραφέας: Vento, John
• Μορφή: Ηλεκτρονική πηγή Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, N.J. : John Wiley & Sons, [2013]
• Θέματα: Finance, Personal > United States.; BUSINESS & ECONOMICS > Personal Finance > Budgeting.; BUSINESS & ECONOMICS > Personal Finance > Money Management.; Finance, Personal.; United States.; Electronic books.

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...

Πίνακας περιεχομένων:

• 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.