Wealth Strategies

Author: Todd Duncan

Publisher: Thomas Nelson

ISBN: 1418557498

Category: Religion

Page: 220

View: 504

We all want to live life to the fullest, but how can we make our dreams become reality? In Wealth Strategies: 9 1/2 Steps to Achieving Physical, Financial, and Spiritual Abundance, author and motivational speaker Todd Duncan offers the way to achieve your dreams of personal fulfillment. In Wealth Strategies, Todd Duncan shares the secrets to balance and abundance in three primary areas of life: the physical, the financial, and the spiritual. Using Todd's proven techniques, practical suggestions, and good old-fashioned common sense, you'll discover abundance like you've never known it before. You will learn: How to avoid being hooked on fast foods How to develop exercise habits you can sustain The reason why dieting is the wrong (and counterproductive) way to think How to assess your net worth All about mutual funds How to avoid getting scammed How to take advantage of the new economy The deadly dangers of stress The power of purpose and friendship The laws of prayer, balance, faith, uniqueness, solitude, and wisdom Take control and begin living life to the fullest. Begin a life of wealth today with Wealth Strategies.

Tax and Wealth Strategies for Family Businesses

Author: Sheryl L. Rowling

Publisher: CCH

ISBN: 9780808091448

Category: Business & Economics

Page: 716

View: 8234

Tax and Wealth Strategies for Family Businesses is a "one-stop" reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business.

Nothing Down for the 2000s

Dynamic New Wealth Strategies in Real Estate

Author: Robert G. Allen

Publisher: Simon and Schuster

ISBN: 9780743271677

Category: Business & Economics

Page: 320

View: 8572

With more than a million copies in print, Robert Allen's Nothing Down for the '90s has probably helped more people achieve success in real estate than any book in history. Countless numbers of his readers are now financially independent and many actual millionaires attribute their wealth to his techniques. Why has this blockbuster bestseller been so successful? The answer is simple: it works! Now, in one of the most practical books you'll ever read, Robert Allen has created effective new wealth strategies for investing in real estate. Real estate remains the one reliable investment in which profits can be made consistently, no matter where you live. Whether employment figures and stock prices are high or low, the real estate market never dries up -- it is one of the most dynamic income-producing vehicles ever created. The demand for housing will continue to be strong in most areas of the country for the foreseeable future. There will, of course, always be plenty of foreclosures, which are great opportunities to purchase properties cheaply. And, finally, mortgage qualification today is simpler than ever, with new mortgage packages that did not even exist twenty years ago. Nothing Down for the 2000s shows you how to locate the best buys, deal with real estate agents, and manage properties, all with little -- or no -- money down. Discover step-by-step techniques and dynamic strategies to: • Use real estate to build monthly income • Finance bargain properties for equity or cash flow • Guarantee and secure your retirement • Find and profit from foreclosures before they are publicly listed • Sell and trade for maximum gain • Increase property value • Use owner financing to create opportunities • Obtain direct, legal tax cuts • Profit from conversions • Develop effective negotiation techniques, and much more Excellent for beginners or experienced investors, Nothing Down for the 2000s is the key to generating low-risk, high-profit wealth and to a potential future of security and financial independence.

Forecasting for Real Estate Wealth

Strategies for Outperforming Any Housing Market

Author: Ed Ross

Publisher: John Wiley & Sons

ISBN: 0470378913

Category: Business & Economics

Page: 264

View: 4087

Learn how to identify the bottom of your local real estate market and understand when to buy by using the tools and tips in Forecasting for Real Estate Wealth: Strategies for Outperforming Any Housing Market. Take advantage of the great deals created by falling real estate prices and discover the four questions every real estate investor must ask before buying, selling, or holding any property. With this guide, you can forecast the value of any property in 1 or 5 years, predict which investment property will give you maximum return, and secure low-cost financing.

The Art of Wealth

Strategies for Success

Author: Kauṭalya

Publisher: Hci

ISBN: 9781558745414

Category: Business & Economics

Page: 277

View: 2893

Presents a translation of an ancient Sanskrit text on attaining wealth and success, as well as maintaining them, enjoying their blessings, and accepting their responsibilities

Because She Jumped

Wealth Strategies to Jumping Smart

Author: Joanna Northeran

Publisher: N.A

ISBN: 9780692091739


Page: 110

View: 784

Because She Jumped: Wealth Strategies to Jumping Smart is an amazing book of strategies to JUMPing into your season of purpose. Through mini stories and wealth strategies beyond the wallet, you'll gain insight of how to JUMP smart after following the conformed systems of the world. Many have found the rule "just go to school, get a college degree, and a get a good job" is not working.In this book you will learn:-How wealth is created in your thoughts and words you speak over your life-How to be ready for opportunities and your JUMP date without knowing the date-How to be strategic and purposeful when identifying a second income-The 8th Wonder of the World that makes your money work for you-How the wealth of healthy relationships can propel you to your vision

Passive Income

10 Proven Wealth Strategies to Get Rich While You Sleep, Quit Your Job & Become Financially Free for Life

Author: Graham Johnson

Publisher: Createspace Independent Publishing Platform

ISBN: 9781539736844


Page: 40

View: 8633

Discover how you can start earning money in a way that's on your terms and on your time! You are about to learn valuable secrets that will take your income earning levels to heights that you've never seen before. What's more, while other books on passive income typically only talk about ways to earn money online, this book provides tips on how to earn passive income both on the web and in the real world.By investing in this book now you're giving yourself a clear advantage over other passive income earners. What more could you ask for?Imagine a life where you don't exchange time for money. Instead, you create savvy ways for yourself to make money at any time, day or night.You make money regardless of whether or not you're physically "working". With the extra time that you have, you'd be able to focus more of your attention on what matters, like on your family and friends. You would have more time to travel, and be able to hone your skills in hobbies that provide real meaning to your life. These fantasies can be a reality through the implementation of passive income strategies. This book will teach you how to take better control of your life and your wallet at the same time. You're guaranteed to learn: - Tips on how to become your own boss and work from home - How to give yourself more time to focus on what matters in life and devote less time to worrying about bills - How to build passive income strategies from real estate investments and from drop shipping - How to earn passive income through online avenues such as niche websites, affiliate marketing, YouTube and more! What are you waiting for? Download Passive Income: 10 Proven Wealth Strategies to Get Rich While You Sleep, Quit Your Job & Become Financially Free for Life now! Don't Delay! scroll up and the click the "Buy now with 1-Click (r)" Button now!

The Cross-Border Family Wealth Guide

Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad

Author: Andrew Fisher

Publisher: John Wiley & Sons

ISBN: 1119234298

Category: Business & Economics

Page: 272

View: 1612

Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.

Protect Your Estate

A Personal Guide to Intelligent Estate Planning

Author: N.A

Publisher: McGraw Hill Professional

ISBN: 9780071351980

Category: Estate planning

Page: 329

View: 2369

Optimal Financial Decision Making under Uncertainty

Author: Giorgio Consigli,Daniel Kuhn,Paolo Brandimarte

Publisher: Springer

ISBN: 3319416138

Category: Business & Economics

Page: 298

View: 8134

The scope of this volume is primarily to analyze from different methodological perspectives similar valuation and optimization problems arising in financial applications, aimed at facilitating a theoretical and computational integration between methods largely regarded as alternatives. Increasingly in recent years, financial management problems such as strategic asset allocation, asset-liability management, as well as asset pricing problems, have been presented in the literature adopting formulation and solution approaches rooted in stochastic programming, robust optimization, stochastic dynamic programming (including approximate SDP) methods, as well as policy rule optimization, heuristic approaches and others. The aim of the volume is to facilitate the comprehension of the modeling and methodological potentials of those methods, thus their common assumptions and peculiarities, relying on similar financial problems. The volume will address different valuation problems common in finance related to: asset pricing, optimal portfolio management, risk measurement, risk control and asset-liability management. The volume features chapters of theoretical and practical relevance clarifying recent advances in the associated applied field from different standpoints, relying on similar valuation problems and, as mentioned, facilitating a mutual and beneficial methodological and theoretical knowledge transfer. The distinctive aspects of the volume can be summarized as follows: Strong benchmarking philosophy, with contributors explicitly asked to underline current limits and desirable developments in their areas. Theoretical contributions, aimed at advancing the state-of-the-art in the given domain with a clear potential for applications The inclusion of an algorithmic-computational discussion of issues arising on similar valuation problems across different methods. Variety of applications: rarely is it possible within a single volume to consider and analyze different, and possibly competing, alternative optimization techniques applied to well-identified financial valuation problems. Clear definition of the current state-of-the-art in each methodological and applied area to facilitate future research directions.

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning 3/E

Author: Robert Esperti,Renno Peterson

Publisher: McGraw Hill Professional

ISBN: 0071787909

Category: Business & Economics

Page: 352

View: 4616

“Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Wealth Management in Any Market

Timeless Strategies for Building Financial Security

Author: Bishara A. Bahbah

Publisher: John Wiley & Sons

ISBN: 9780470449233

Category: Business & Economics

Page: 300

View: 2920

Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.

Moving at the Speed of Wealth

Author: Wayde McKelvy

Publisher: Speed of Wealth

ISBN: 0982247508

Category: Finance, Personal

Page: 280

View: 4292

LEARN THE SECRETS OF THE SUPER RICH!They say the rich get richer and the poor get poorer. But not anymore!World-renowned financial expert Wayde McKelvy is revealing, for the first time ever, the seventeen closely guarded secrets that the super rich have used for decades to amass wealth. Wayde is your guide into a world of money-making that has been hidden from people for decades.Wayde knows how the wealthy keep getting richer even in an economy on the brink of collapse, and he wants you to know, too. In this book you¿ll learn the seventeen secrets that can make you rich beyond your wildest dreams, including:-How to use your home equity to explode your wealth-building potential-How to start your own bank-How life insurance can be the most powerful investment tool ever-How to create double-digit returns on your investments no matter what the economy is doingDon¿t miss out on amazing returns and unbelievable strategies to turn yourself into one of America¿s wealthy.

Wealth Shift

Profit Strategies for Investors as the Baby Boomers Approach Retirement

Author: Christopher D. Brooke

Publisher: Penguin

ISBN: 1101203242

Category: Business & Economics

Page: 160

View: 7611

Wealth Shift describes the enormous financial impact on all investors as they approach retirement, and their accumulated investments "shift" from wealth accumulation to wealth preservation. No matter what a person's age or current financial profile, they need to know what to do about: preserving and growing wealth, pre-retirement and retirement investment strategies, real estate opportunities and challenges, hot investment sectors- healthcare, leisure, and entertainment, construction and infrastructue-and the future for bonds, dividends, and stocks. With real-life examples and sensible advice, Wealth Shift identifies challenges and opportunities, and defines the important courses of action that both anticipate and capitalize on the enormous shifts ahead. Whether a person is already retired, an early or late-stage boomer, a Gen Xer or younger, the good news is that they can: - Develop strategies for preserving and growing wealth in the looming wealth shift - Learn how to be part of the wave that will lead the American economy - Discover the effects of political institutions and a consumer economy under stress - Take advantage of opportunities in real estate and other viable investments

Comprehensive Financial Planning Strategies for Doctors and Advisors

Best Practices from Leading Consultants and Certified Medical PlannersTM

Author: David Edward Marcinko,Hope Rachel Hetico

Publisher: CRC Press

ISBN: 1482240297

Category: Medical

Page: 744

View: 1038

Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical PlannersTM will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical PlannerTM. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the $2.8 trillion healthcare marketplace for those financial consultants serving this challenging sector. There will be winners and losers. The text, which contains 24 chapters and champions healthcare providers while informing financial advisors, is divided into four sections compete with glossary of terms, CMPTM curriculum content, and related information sources. For ALL medical providers and financial industry practitioners For NEW medical providers and financial industry practitioners For MID-CAREER medical providers and financial industry practitioners For MATURE medical providers and financial industry practitioners Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions, providing the tools and techniques to create a personalized financial plan using professional advice. Comprehensive coverage includes topics likes behavioral finance, modern portfolio theory, the capital asset pricing model, and arbitrage pricing theory; as well as insider insights on commercial real estate; high frequency trading platforms and robo-advisors; the Patriot and Sarbanes–Oxley Acts; hospital endowment fund management, ethical wills, giving, and legacy planning; and divorce and other special situations. The result is a codified "must-have" book, for all health industry participants, and those seeking advice from the growing cadre of financial consultants and Certified Medical PlannersTM who seek to "do well by doing good," dispensing granular physician-centric financial advice: Omnia pro medicus-clientis. RAISING THE BAR The informed voice of a new generation of fiduciary advisors for healthcare

Wealth Management in the New Economy

Investor Strategies for Growing, Protecting and Transferring Wealth

Author: Norbert M. Mindel,Sarah E. Sleight

Publisher: John Wiley & Sons

ISBN: 9780470590102

Category: Business & Economics

Page: 336

View: 1736

A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norbert Mindel has successfully advised his clients for more than three decades in the business. Now, with this new book, he shares the wisdom he has acquired and offers valuable insights into successful wealth management in an economy that has changed dramatically over the past year. Along the way, Mindel explores the essential aspects of this discipline, including the keys to wealth creation, properly managing risk, asset protection, planning for a prosperous retirement, and many other issues that you need to understand in order to survive and flourish in today's economy. While market forces are far too complex to be fully predicted or exploited, it is still possible to protect and grow your-or your client's-wealth. Wealth Management in the New Economy will show you how to achieve this important goal. Reveals how you can reduce market risk by using proven theories of portfolio management Written by accomplished financial advisor, attorney, and CPA Norbert Mindel Lays out strategies wealth managers and investors both can use to protect and grow wealth in the new economy For practical financial guidance you can count on, look no further than Wealth Management in the New Economy.

Managing Concentrated Stock Wealth

An Advisor's Guide to Building Customized Solutions

Author: Tim Kochis,Michael J. Lewis

Publisher: John Wiley & Sons

ISBN: 1119131588

Category: Business & Economics

Page: 240

View: 827

The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings. Written by Tim Kochis, a recognized leader in financial planning, this book walks you through twenty strategies for managing concentrated stock wealth. Each strategy equips you with the tools and information you need to preserve and grow your clients' wealth. Supported with examples from the author's forty years of experience, this practical resource shows you the available options, the best order for clients to review those options, and the reasons why some options are better than others. Kochis addresses common obstacles—such as securities law, taxes, and psychological resistance—and shows you the strategies and execution to prevail. This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws Revised coverage of derivatives strategies and more examples of potential blind spots Tactics to convince some clients to diversify their portfolios and optimize their wealth Techniques to exploit concentration in pursuance of greater wealth They say that you should never put all of your eggs in one basket, but compensation packages, inheritances, IPOs, buyouts, and other situations leave many investors holding a significant portion of their wealth in one stock—often leaving their portfolios in a dangerous position. Managing Concentrated Stock Wealth, Second Edition shows you how to manage the risks and turn a precarious position into an advantage.