The Quiet Millionaire

by Wilder, Brett

• ISBN13: 9780978772017
• ISBN10: 0978772016
• Format: Paperback
• Copyright: 2009-01-15
• Publisher: Fmg Pub Inc

Summary

Being a millionaire is a realistic aspiration if you are knowledgeable and diligent about becoming one. Today, people are required to accumulate greater amounts of money to fund their lifetime goals and objectives than was necessary by previous generations. This book covers what should be included in a comprehensive financial management program for people of all ages who want to live a financially independent and secure lifestyle. It shows reliable ways to plan and manage the emotional aspects of money, cash flow, assets, liabilities, taxes, investments, employee benefits, insurance, health care, business ownership, college financing, accumulated estate wealth, and, most critical, how not to run out of money during retirement. In today's often confusing and contradictory world of information overload, the reader is informed how to discern and distinguish what information is beneficially useful or harmful to his or her financial well-being. Moreover, if professional assistance is desired, guidance is provided on how to select and work with a financial advisor as well as how and when paying for an advisor's help is justified.

Author Biography

Brett Wilder is Founder, President and Chief Executive Officer of the Financial Management Group, Inc., a nationally recognized, fee-only wealth management firm headquartered in Cincinnati, OH. He is a member of the Financial Planning Association, National Association of Personal Financial Advisors, and a trustee for the Higher Education Advisory Institute.

Table of Contents

Acknowledgments	p. vii
Introduction	p. ix
What Is Important about Money to You?	p. 1
The Financial Management Review™	p. 17
How to Have a Positive Cash Flow	p. 33
Do You Own the Right Assets?	p. 45
Are You an Intelligent Borrower?	p. 65
Are You Paying Too Much Tax?	p. 87
How to Be an Investment Winner	p. 109
How to Get Maximum Results from Employer Stock Options and Other Key Employee Compensation Programs	p. 155
Are You Prepared and Insured to Financially Survive Life's Risks?	p. 171
Will Costly Health Care Wipe You Out?	p. 197
Follow the Quiet Millionaire's® Path to Successful Business Ownership	p. 223
College Part I: How to Manage the College Experience Successfully	p. 243
College Part II: How to Make College Affordable	p. 273
Retirement Part I: How to Quit Working as a Quiet Millionaire® and Not Run out of Money	p. 319
Retirement Part II: How to Maximize Retirement Assets and Transfer Estate Wealth	p. 357
Appendix	p. 381
Index	p. 401
Table of Contents provided by Ingram. All Rights Reserved.