• Managing To Be Wealthy

Managing To Be Wealthy

John E. Sestina
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  • Rs495.00

About This Book

Getting started, maintaining momentum, maximizing investment returns and minimizing the tax bite is a daunting task. Novice or seasoned Certified Financial Planner John Sestina provides the information to move investors to the next level. Sestina's new book summarizes more than three decades of financial counseling and training financial advisors to help investors create a realistic and goal-oriented financial plan. Details on how to get started and when to do it, complete with time lines and sequences of activities are included. He addresses the significance of each stage in the planning process, and points out questions to get answered by professionals. His "big picture" approach is supported with more than 70 detailed checklists and calculations to keep investors on track. Sestina addresses: * financial concepts needed to get started * how to identify where you are and where you want to go * the importance of big goals and how to achieve them--retirement, education, home ownership * strategies to manage risk with insurance * investment allocations, tax reduction and estate planning issues * how to find a good financial advisor

Book Details

Language: English
Publisher: Kaplan Publishing
Stock Code: 9780793137169
Paper Count: 336
Book Format: Paperback
ISBN: 9780793137169
Publishing Year: 2000

Expected Delivery: 7-8 Days
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