Type(s) de contenu et mode(s) de consultation : Texte noté : électronique

Auteur(s) : Vento, John  Voir les notices liées en tant qu'auteur

Titre(s) : Financial independence (getting to point X) [Texte électronique] : an advisor's guide to comprehensive wealth management / John J. Vento

Publication : Hoboken, N.J. : John Wiley & Sons, cop. 2013

Description matérielle : 1 online resource

Note(s) : Includes index. - Print version record and CIP data provided by publisher.
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

Identifiants, prix et caractéristiques : ISBN 9781118570951

Identifiant de la notice  : ark:/12148/cb44654272g

Notice n° :  FRBNF44654272 (notice reprise d'un réservoir extérieur)

Table des matières : Committing to living within your means ; Understanding taxes ; Determining your financial position ; Managing debt ; Insuring your health and life ; Protecting your property with insurance ; Paying for college ; Planning for retirement ; Managing your investments ; Preserving your estate ; The time value of money ; Appendix A: Selecting a trusted advisor ; Appendix B: 101 ways to save