Rules are essential, but they do not guarantee a win -- Focus your predictions on what you can control : your priorities -- Let go of what might have been -- Take responsibility -- Do what you know and recognize what you don't know -- Have investment rules that work for you -- The time to have the fire drill is not in the middle of the fire -- The best advice is sometimes about what not to do -- Appreciate the value of holding on to what you have -- Know what you want to accomplish -- Be clear about what you have and what you don't have -- Expect to pay a price-- either now or later-- for the choices you make about handling your money -- Know the essence of your advisor's brand -- Does your advisor care deeply about you? -- Expect to be taken care of -- The investor's perception is the true reality --Crises are like little gifts -- The most valuable things in life do not involve currency -- Find the courage you need to have integrity -- There's an entire economy in what we consume and waste -- Make it happen -- Formulas used for Chapter 12 calculations.
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The author gives financial advice and guidelines, including six rules for investing, examining strategies for planning wills, estates, gifting, and other asset concerns, covering how to choose a financial advisor, and encompassing other topics.