Download E-books Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management PDF
Discover the 10 key matters to attaining your monetary pursuits and the way to exploit them to gain your dream of monetary independence
From saving to buy a primary motor vehicle, to placing children via university to making plans for retirement, to holding your property to your household, our monetary targets swap from one level of lifestyles to the following. whereas these objectives and the demanding situations we are facing achieve them may perhaps range, them all have definite issues in universal. Saving, budgeting, dealing with debt, minimizing taxes and residing cost effective. those are a number of the 10 Key Wealth administration matters which come into play (to various levels) while operating towards particular monetary targets. yet there is one aim for which good fortune is determined by all ten keys coming jointly in ideal concord: monetary independence, often referred to as "Point X." regardless of the way you outline it—whether it is a retirement source of revenue of $25,000 a yr, or an property worthy $250 million—your destiny monetary independence calls for that you just deal successfully with all ten key concerns. And now this publication indicates you ways to get it performed, besides the assistance of a relied on advisor.
- Supplies you with a whole roadmap for arriving at "Point X," monetary independence with key milestones and demanding twists and turns truly defined
- Identifies the ten key wealth administration concerns and gives valuable suggestion and tips on negotiating every one in your highway to monetary independence
- Provides you with either good fortune and failure tales so that you can study from others' actual lifestyles experiences
- Provides you with tax making plans proof and techniques in the wealth administration matters that would aid you reduce your most important cost and whilst maximize your discount rates at the highway on your "Point X"