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9780470449226

Wealth Management in Any Market : Timeless Strategies for Building Financial Security

by
  • ISBN13:

    9780470449226

  • ISBN10:

    0470449225

  • Format: eBook
  • Copyright: 2009-11-01
  • Publisher: Wiley
  • Purchase Benefits
List Price: $49.95
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Summary

Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.

Table of Contents

Foreword
Preface
Author's Note.
Acknowledgments
Wealth Management: The Cornerstone Of Your Future Security
The 15 Ingredients of a Successful Investment Strategy
Why Everyone Needs an Estate Plan
Learn To Save and Properly Manage Your Debt
How to Plan for a Comfortable Retirement?
Why Insurance Is a Must in Your Wealth Management Plan
How to Plan Your Gifting and Maximize Its Value
Asset Protection Strategies
Taxes and Tax-Saving Strategies
The Role and Qualities of an Exceptional Wealth Advisor
Final Comments
Notes
About the Author
Index
Table of Contents provided by Publisher. All Rights Reserved.

Supplemental Materials

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