Wealth Management in Any Market – Timeless Strategies for Building Financial Security

Timeless Strategies for Building Financial Security

Gebonden Engels 2009 9780470405284
Verwachte levertijd ongeveer 9 werkdagen

Samenvatting

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.

Specificaties

ISBN13:9780470405284
Taal:Engels
Bindwijze:gebonden
Aantal pagina's:300

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Inhoudsopgave

<p>Foreword vii</p>
<p>Preface ix</p>
<p>Author s Note xv</p>
<p>Acknowledgments xix</p>
<p>CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1</p>
<p>CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15</p>
<p>CHAPTER 3 Why Everyone Needs an Estate Plan 63</p>
<p>CHAPTER 4 Learn to Save and Properly Manage Your Debt 75</p>
<p>CHAPTER 5 How to Plan for a Comfortable Retirement 109</p>
<p>CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143</p>
<p>CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173</p>
<p>CHAPTER 8 Asset Protection Strategies 189</p>
<p>CHAPTER 9 Taxes and Tax–Saving Strategies 209</p>
<p>CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235</p>
<p>Final Comments 251</p>
<p>Notes 255</p>
<p>About the Author 287</p>
<p>Index 289</p>

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        Wealth Management in Any Market – Timeless Strategies for Building Financial Security