Download or read book The Legacy Conversation written by Carolyn J. Friend and published by . This book was released on 2010-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Legacy A Guide to Successfully Transferring Wealth from One Generation to the Next written by Leslie Quinsay and published by . This book was released on 2019-11-11 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning is different when a family business is involved... very different. This practical and expertly-crafted guide assists families to successfully pass their wisdom and wealth from generation to generation.
Download or read book Values based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Download or read book Entrusted written by Andrew Howell and published by . This book was released on 2015-11-01 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why should you ultimately deploy your financial assets at death in a way that you never would have while you were alive? Entrusted: Building a Legacy That Lasts explains why today's model for estate planning today is fundamentally flawed, especially for higher net worth individuals and families, and how it can be fixed
Download or read book Driven by Purpose written by Ryan Fraser and published by Milner & Associates. This book was released on 2020-01-02 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: In thirty-two short chapters-each one based on a client's personal story or an anecdote from the author himself-Driven by Purpose shows you the possibilities for growing your wealth, incorporating philanthropy into your financial and estate planning, and making a real impact through the legacy you plan to leave.
Download or read book The Coffeehouse Investor written by Bill Schultheis and published by Penguin. This book was released on 2013-01-29 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 1998, after thirteen years of providing investment advice for Smith Barney, Bill Schultheis wrote a simple book for people who felt overwhelmed by the stock market. He had discovered that when you simplify your investment decisions, you end up getting better returns. As a bonus, you gain more time for family, friends, and other pursuits. The Coffeehouse Investor explains why we should stop thinking about top-rated stocks and mutual funds, shifts in interest rates, and predictions for the economy. Stop trying to beat the stock market average, which few “experts” ever do. Instead, just remember three simple principles: Don’t put all your eggs in one basket. There’s no such thing as a free lunch. And save for a rainy day. By focusing more on your passions and creativity and less on the daily ups and downs, you will actually build more wealth—and improve the quality of your life at the same time.
Download or read book The Legacy Journey written by Dave Ramsey and published by Ramsey Press. This book was released on 2014-10-01 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: What does the Bible really say about money? About wealth? How much does God expect you to give to others? How does wealth affect your friendships, marriage, and children? How much is “enough”? There’s a lot of bad information in our culture today about wealth―and the wealthy. Worse, there’s a growing backlash in America against our most successful citizens, but why? To many, wealth is seen as the natural result of hard work and wise money management. To others, wealth is viewed as the ultimate, inexcusable sin. This has left many godly men and women confused about what to do with the resources God’s put in their care. They were able to build wealth using God’s ways of handling money, but then they are left feeling guilty about it. Is this what God had in mind?
Download or read book Proven in the Trenches written by Ron Carson and published by Harriman House Limited. This book was released on 2020-05-12 with total page 171 pages. Available in PDF, EPUB and Kindle. Book excerpt: The face of financial services has evolved – and, along with it, the very nature of financial advice. In an increasingly complex world where people are starving for someone they can trust, the time has come for financial advisors to rise to the occasion and reinvent the value they provide to better serve their clients. Of course, to make this evolutionary leap, advisors require a proven, time-tested strategy. A methodology established by one of the most successful advisors in the country and backed by decades of real-world application among thousands of advisors across the country. In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm: • Understanding Investor Behavior • Blueprinting Your Life and Your Business • Attracting Talent by Growing Your Own • Putting Process Behind Your People • Building a Brand that Connects and Converts • Wealth Planning and What It Takes to Revive Advisor Value • Creating a Compelling Client Experience • Evaluating Partnerships • Attracting New Clients and the Art of Ethical Persuasion • Plotting Your Succession • Making the Shift from Advisor to CEO
Download or read book A Spectrum of Legacies written by Mark Weber and published by . This book was released on 2021-08-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value.
Download or read book Family Value at Risk written by Jr. Gondeck and published by Forbesbooks. This book was released on 2020-10-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: IS YOUR FAMILY VALUE AT RISK? When we hear the word "wealth," many of us think about money. But wealth is about so much more than that. All of the aspects of your life that matter most to you--your family, your legacy, your community, the causes you care deeply about--contribute to your wealth and the richness of your life. Together, they compose your family value. If you're only managing your family's money, however, your family value is at risk. That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinez's approach. Rooted in the knowledge that there is way more to wealth beyond one's ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value. Their strategy is not only holistic; it's also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchs--individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth--and their value--for generations to come. In Family Value at Risk, they share critical insights on the risks and rewards of wealth planning. From the pitfalls of typical advising to the crucial conversations necessary to ensure your plans reflect your wishes, this book is a must-read for anyone concerned about their financial future.
Download or read book Your Family Legacy written by Michael W Palumbos and published by Collaborative Family Office. This book was released on 2012-01-30 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt: Family, wealth and legacy are really what it all boils down to, isn't it? Did we love and were we loved? Did we acquire wealth, whether tangible, relational or spiritual? Did we make a difference? Your Family Legacy is a simple and easy read designed to get you thinking about retirement, estate planning and passing your 'true wealth' to the next generation. When we talk about wealth we include not only money and our assets but everything that is important to us....our values, our knowledge and our family business. The goal of this book is for every reader to walk away with one new idea that you can use to create, grow, keep and share every form of wealth that is important to you. One idea that you implement for generations to come.
Download or read book The Legacy Spectrum written by Mark Weber and published by . This book was released on 2017-06-14 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Individuals can take a broad range of actions to leave behind legacies, but too many believe "traditional" estate plans are the only option. Author Mark Weber argues, from long experience working with wealthy families, that there is a spectrum of actions, and legacies involve more than financial assets. In The Legacy Spectrum, Weber describes a process that begins with attaining and maintaining confidence in having "enough" for one's own financial security before determining how much is enough, but not too much, for children. The process he has created can involve incorporating philanthropy in one's legacy and using charitable giving to pass values to children. As a practical matter, Weber shows readers how to use family meetings to provide a financial education for children, strengthen family ties and prepare children to receive an inheritance. The Legacy Spectrum includes case studies from Weber's years of experience working with wealthy families to create legacies that pass assets as well as values and bring families closer together. It includes sample worksheets and forms to help readers pass their wealth with thought and meaning.
Download or read book First Generation Wealth written by Adrian Adrian Cronje, PhD and published by LINX Corporation. This book was released on 2021-07-30 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Three Principles for Long-Lasting Wealth and Enduring Family Legacy First-generation wealth creators have a priceless opportunity to lay the groundwork for lasting family wealth and avoiding what is known in the field as the Shirtsleeves to Shirtsleeves phenomenon. In this book, preeminent wealth management experts and seasoned entrepreneurs Robert Balentine and Adrian Cronje of the storied wealth management firm Balentine LLC help readers think through in a very personal way what it takes to build a meaningful legacy and best support future generations. They offer their first-hand perspective on not only the financial, but also the emotional and psychological challenges that entrepreneurs commonly face and share their Three Guiding Principles for Long-Lasting Wealth and an Enduring Family Legacy: - Don't Mistake Wealth For Legacy - Distinguish between Your Business and The Business of Your Family - See The World Through The Next Generation's Eyes First-Generation Wealth shares stories that illuminate these guiding principles and also provide tactical steps entrepreneurs at any stage of their wealth and life journey can take to incorporate them into their long-term strategies.
Download or read book Bad Advisors written by Roccy DeFrancesco and published by . This book was released on 2011-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why--with all the advice they receive from their advisors--have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years?Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice. Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic. In this controversial book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. In Bad Advisors, you will learn how to:-Eliminate the causes of doubt and fear of losing your assets-Remove stress while dramatically increasing your wealthRoccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors." Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about you and your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.
Download or read book Chicken Little Economics written by Gary Yasumura and published by . This book was released on 2014-01-16 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: Examination of causes and effects of the 2007-2009 Great Recession and investing in this new economic landscape. Possible macroeconomic scenarios are discussed to build a framework which readers can use in managing their portfolio.
Download or read book Your Meaning Legacy written by Laura A. Roser and published by . This book was released on 2018-04-23 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning traditionally focuses on your financial assets--your stuff. But what about your other assets? Such as your wisdom, values, beliefs, and experiences. These are essential to pass on as well. In Your Meaning Legacy, non-financial estate planning expert Laura A. Roser, reveals a step-by-step approach to cultivating, capturing and passing on what matters most. From the author: Several years ago, I met with a financial advisor who hooked me with the line, "We have a process to help you pass on your wisdom and principles to your children." Unfortunately, the line was just a ploy to sell me a life insurance policy. But the thought suck in my head: How would one go about passing on wisdom and principles to their children? And on a grander scale: How would one go about cultivating and passing on a legacy of excellence? My team and I spent the next several years coming up with answers to these questions. On our quest, we interviewed some of the best and brightest about legacy development and the inner workings of non-financial success--the list included influential CEOs, millionaires, celebrities, religious leaders, storytelling experts, top artists, innovative thinkers, philanthropists, family dynamics specialists, and more. And what we discovered is that there are seven key components to cultivating a meaningful legacy. These components must be "packaged up" correctly in order to share them with your loved ones, otherwise what gets left behind is accidental. My book, Your Meaning Legacy, documents a step-by-step approach to defining your non-financial assets and packaging them up as a great gift for those you love. Among other things, you will learn: How to clarify your legacy vision to create more fulfillment and purpose in life. Ways to improve family communication and create joint goals. Why a child's understanding of their past leads to higher levels of self-esteem, loyalty to the family, and independence. How to avoid regrets--you will not reach the end of your life and wonder why you didn't express your love before it was too late. Strategies to capture your knowledge to pass on to loved ones so that they have an "instruction manual" from you outlining lessons you've learned, what you believe in, and how you have done practical things (such as manage money or grow your business). How to build a legacy to be remembered for, providing hope, a sense of pride, and inspiration for future generations. Which components are essential to create a tangible record of your life that will be treasured and not fade over time, as memories tend to do. Why your giving personality may be the key to more meaningful philanthropic endeavors. And much more. This instructional book has dramatically changed the way I think about my impact on others and my purpose in life. I certainly hope it helps you in creating more meaningful connections and packaging up the best parts of yourself to be passed on to your loved ones. Everyone has a unique legacy to leave behind. I wish you luck on your journey. All the best, Laura Roser
Download or read book The NarrowRoad A Guide to Legacy Wealth written by Dr. Pamela C. V. Jolly and published by Bookclick 360 Wordeee. This book was released on 2022-09-12 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt: Does the vision you hold for your life elude you? There may be a reason. According to Dr. Pamela Jolly's premise, you may not be using your natural gifts. What if we also told you that understanding the business of YOU is the key that unlocks the door to fulfilling your dreams. We all seek direction in life to go forward toward things we want most to happen. What if you could find a way to tap into the crucial insights of who you really are? And what if you could guarantee yourself a winning chance of reaching your full potential in your lifetime? The NarrowRoad System invites you on a journey of self-discovery. When navigated, it reveals the path that leads to the wealth you desire and your ability to ensure your legacy continues. Using 24 unique NarrowRoad Identity (NRID) patterns developed from her data-driven research and engaging the five forms of capital available to us all—human, social, intellectual, cultural, and spiritual—Dr. Jolly shows a personal journey to true transformation.
