Includes bibliographical references (p. 255-285) and index.
Wealth management: the cornerstone of your future security -- The 15 ingredients of a successful investment strategy -- Why everyone needs an estate plan -- Learn to save and properly manage your debt -- How to plan for a comfortable retirement -- Why insurance is a must in your wealth management plan -- How to plan your gifting and maximize its value -- Asset protection strategies -- Taxes and tax-saving strategies -- The role and qualities of an exceptional wealth advisor.
timeless strategies for building financial security