Purposeful Wealth Management

Editora:

Yorkshire Publishing Group

Código:

491_9781942451365

Vendido e entregue por Um Livro

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What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldnt it be great if someone could explain to us - in plain and simple English - the basics we must know to implement purposeful wealth management? At last, heres good news. Written for every person that wants to make work optional and maintain that status, Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management - investments, taxation, estate planning, insurance, and charitable intent. Purposeful Wealth Management is the one and only book youll need to have a successful wealth management experience.

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