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Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients (Second Edition)
WEALTH MANAGEMENT: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients offers the insights of one of today’s top wealth management professionals–Tim Kochis, J.D., M.B.A., CFP–and his firm, Kochis Fitz. The concise discussion reflects the tremendous experience gained in successfully serving thousands of elite clients. Financial planners, accountants, lawyers, brokers and portfolio managers who are looking to serve high net worth and high-income individuals or wh
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Posted In:
Financial Planning
$ 75.00
The Wall Street Journal Guide to Planning Your Financial Future, 3rd Edition
The Wall Street Journal Guide To Planning Your Financial Future provides clear explanations of the things you need to know and guidelines for the decisions you have to make to enjoy a comfortable retirement. It covers the advantages of salary reduction plans, clarifies the difference between Roth and traditional IRAs, and describes the benefits of effective tax planning. And it provides practical, helpful ideas to get you started.
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Posted In:
Financial Planning
$ 2.95
The Complete Idiot’s Guide to Personal Finance in Your 20s & 30s, 4th Edition
A wise investment.
Revised and updated, this new edition of The Complete Idiot’s Guide(r) to Personal Finance in Your 20s and 30s explains all the basic information anyone in this age group will need to manage their personal finances or enhance their financial plan to yield better returns on their investments.
*Covers 401(k) and retirement planning plus investment strategies for the next decade
*Budgeting tips for spiraling food and fuel costs, as well as the financial impact
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ISBN13: 9781592578832
Condition: New
Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed
Posted In:
Personal Finance
$ 11.18
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