Search results for: what-your-financial-advisor-isnt-telling-you

What Your Financial Advisor Isn t Telling You

Author : Liz Davidson
File Size : 65.45 MB
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Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

New Rules Of Retirement

Author : Warren Mackenzie
File Size : 26.21 MB
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The financial advice industry -- including banks, mutual fund and insurance companies -- has a vested interest in our hard-earned savings. Industry advisors are constantly warning us that we may not be financially prepared for retirement. And, feeling anxious about our future, we become convinced that it’s a good idea to let them handle our money. After all, they seem to have all the answers. But retirement planning today isn’t the same as it was in the past. We’re living longer, leading more active lives, with more options about how we want to live once employment is no longer the main focus. For the 1.6 million Canadians who will be retiring in the next five years, the questions at play are more complex than “How much do I need to retire?” Industry veterans Warren MacKenzie and Ken Hawkins have seen firsthand the mistakes that Canadians make in their financial preparations for the future. In The New Rules for Retirement, they offer simple, unbiased advice while at the same time debunking the many myths surrounding retirement.

What Suze Orman Isn t Telling You

Author : Jonda Lowe
File Size : 71.57 MB
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With the largest segment of our population facing retirement, "What Suze Orman Isn't Telling You" provides insight on how to right the wrongs of the various financial celebrities you have listened to over the years. You will quickly learn that market returns are not investor returns and that the retirement projection your financial advisor prepared is probably not worth the paper it was written on. "What Suze Orman Isn't Telling You" addresses the myth of tax-deferral as well as other financial misconceptions in an effort to open the mind of the investor to an alternative that when properly designed and implemented has the power to reduce fees, minimize taxes and protect assets.

Cincinnati Magazine

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File Size : 22.8 MB
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Cincinnati Magazine taps into the DNA of the city, exploring shopping, dining, living, and culture and giving readers a ringside seat on the issues shaping the region.

Quill Quire

Author :
File Size : 45.89 MB
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District of Columbia Appropriations for 1995 Supplemental for fiscal year 1994

Author : United States. Congress. House. Committee on Appropriations. Subcommittee on District of Columbia Appropriations
File Size : 53.64 MB
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File Size : 35.48 MB
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Sticker Shock What s the True Cost of Federal Long Term Care Insurance S Hrg 111 401 October 14 2009 111 1 Joint Hearing

Author :
File Size : 24.50 MB
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What Your CPA Isn t Telling You

Author : Mark J. Kohler
File Size : 27.87 MB
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Tackling the fundamental question asked by all taxpayers – “How can I save on my taxes?,” attorney and CPA Mark Kohler empowers frustrated taxpayers to dismiss the common CPA jargon that their tax payment “is what it is” and ignore widely used tax talk like “you just make too much money.” Kohler reveals 8 life-changing tax principles, and teaches both wage earners and business owners how to apply fundamental, but underutilized tax strategies to achieve huge tax savings, greater wealth, and ultimately, a winning pursuit of the American Dream. Kohler presents wage earners with applicable strategies beyond writing off mortgage interest and contributing more to their IRA. Following the story of a typical family, tax payers discover the undeniable benefit of owning a side/or small business, how hiring their spouse and children can help their bottom line, the financial windfall that comes with owning rental real estate, and the secret success behind self directing their retirement plan, which is something 9 out of 10 CPAs don’t know or don’t talk about! Small business owners uncover new avenues for adding to their bottom line including how to save on health care and legitimate bookkeeping techniques that can put thousands back in their pocket—all illustrated through checklists, charts and templates available in the additional resources toolkit provided by Kohler.

Financial Success for Seniors

Author : Robert A. Sagar
File Size : 40.22 MB
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The Newlyweds Guide to Investing Personal Finance

Author : Carrie Coghill Martin
File Size : 70.30 MB
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This book surveys methods, problems, and tools used in process control engineering. Its scope has been purposely made broad in order to permit an overall view of this subject. This book is intended both for interested nonspecialists who wish to become acquainted with the discipline of process control engineering and for process control engineers, who should find it helpful in identifying individual tasks and organizing them into a coherent whole. A central concern of this treatment is to arrive at a consistent and comprehensive way of thinking about process control engineering and to show how the several specialities can be organically fitted into this total view.

How to Profit from the Money Revolution

Author : Wayne F. Nelson
File Size : 28.2 MB
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Brings together detailed information and advice on the new financial supermarkets and their revolutionary package deals and services

What They ll Never Tell You About the Music Business Revised and Updated Editio

Author : Peter M. Thall
File Size : 90.38 MB
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Bad news: The music business is packed with hidden agendas. Good news: There’s one indispensable guide that helps songwriters, musicians, executives, lawyers, and managers understand the music business and travel its shark-infested waters safely and confidently. What They’ll Never Tell You About the Music Business sold more than 20,000 copies in its first edition. This new, fully revised edition presents even more priceless insider information, updated for today’s music scene, plus clear explanations and advice on the new transparency in agreements, the impact of agent-artist agreements, new webcasting opportunities, changes in copyright law, royalty limits, and all the other developments in law and technology, plus advice for songwriters, A&R people, and artists, and much, much more. Packed with real-world ideas and tips, What They’ll Never Tell You About the Music Business, Revised and Updated is the must-have guide for creative types and business types—everyone who works in the music industry. “Intelligent and accessible.” —David Geffen From the Hardcover edition.

Confessions of a Financial Planner How to Get Great Advice Avoid Financial Scams

Author : David Holland
File Size : 33.80 MB
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In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner. He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David's practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?

The 7 Secrets of Financial Success

Author : Jack B. Root
File Size : 55.22 MB
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The Ultimate Financial Plan

Author : Jim Stovall
File Size : 60.44 MB
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How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.

Simple Wealth Inevitable Wealth

Author : Nick Murray
File Size : 66.67 MB
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Physician Financial Planning in a Changing Environment

Author : Russ Alan Prince
File Size : 34.51 MB
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A Survival Kit for Wives

Author : Don Martin
File Size : 53.36 MB
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This package consisting of an authoritative book, loose forms for recording financial information, and a file for storing copies of important documents provides expert guidance on organizing family financial records

Beyond Majority Thinking

Author : Ronald P. Schutz
File Size : 59.10 MB
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A simple, easy to read description of real people facing real-life financial situations. In the book, well-known financial strategies are compared to lesser-known -- but frequently more effective -- strategies that can be applied by virtually any individual or family to help them realize financial security.