Описание: In the new world of instant decisions, we need to master the words and phrases to successfully move our potential clients to lifelong clients. Easy, when we can read their minds and service their needs immediately. Can we master these new words, phrases, and five questions quickly? Of course we can, and this book shows us how.
Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law
Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals--whatever they may be. Whether you're recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here--just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all.
This new second edition has been updated to reflect President Trump's massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom.
Saving, budgeting, managing debt, minimizing taxes, and living within your means--all classic financial advice, but easier said than done, right? In this book, you'll find real, practical advice for actually doing it--to the extent that makes sense for you.
Understand the enormous changes taking place in the federal income tax code
Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of
Negotiate your way through the 10 Key Wealth Management Issues with expert advice
Find out if you have what it takes to reach financial independence by starting your own business
Follow a clear roadmap to financial independence, no matter how you define it
The goal is not perfection on all fronts, it's simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting--simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams.
Описание: Explains the most effective ways to discuss the legal and financial responsibilities that come with the end of life and tools for managing them-such as wills, trusts, estate planning, and cash management-in the context of financial psychology. Dying is complicated.
Описание: 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.
Описание: Based on the best selling " Guerrilla Marketing Series" with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level.
Описание: An indispensable survival guide for high-net-worth individuals and their advisors If you`re like most high-net-worth individuals nowadays, you are underinsured, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize your lifestyle and rob you and your family of what they`ve worked so hard to achieve.
Описание: FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their live
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