Vento, John J.

Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management

Vento, John J. - Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management, ebook


Ebook, ePUB with Adobe DRM
ISBN: 9781118526385
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Printing115 pages with an additional page accrued every 7 hours, capped at 115 pages
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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 which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as "Point X." No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor.

  • Supplies you with a complete roadmap for arriving at "Point X," financial independence with key milestones and important twists and turns clearly defined
  • Identifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independence
  • Provides you with both success and failure stories so you can learn from others' real life experiences
  • Provides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your "Point X"

Keywords: Finance & Investments Special Topics, financial literacy, finance, personal finance, wealth management, planning for the future, financial independence, financial freedom, financial security, achieve financial independence, set financial goals, reaching financial goals, retirement, retirement planning, estate planning, building wealth, wealth management tips, wealth management strategies, retirement planning strategies, retirement planning guide, keys to financial independence, personal finance plan, personal finance tips, personal finance goals, personal finance guide, tax strategies, tax planning, tax savings, living within your means, understanding taxes,  , financial positions, cash flow, managing debt, debt consolidation, paying down debt, managing debt, financial responsibility, insuring your health, health insurance, insuring your life, life insurance, protecting your property, property insurance, paying for education, college savings, managing your investments, investment management, understanding investment risk, preserving your estate, establishing a trust, time value of money, how to save money, trusted advisor

John Wiley and Sons, Inc.
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384 pages
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