an advisor's guide to comprehensive wealth management /
First Statement of Responsibility
John J. Vento.
PROJECTED PUBLICATION DATE
Date
1302
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
1 online resource (350 pages)
GENERAL NOTES
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Includes index
CONTENTS NOTE
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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
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SUMMARY OR ABSTRACT
Text of Note
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 from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues