Award Winner: 2018 Best Book Awards Business: Personal Finance/Investing
A curated collection of the best retirement advice from financial advisor Julie Jason’s acclaimed nationally syndicated column.
Being able to retire securely, with enough income to last—and allow you to enjoy—your post-work life, is a major concern not only for seniors, but for everyone. And you shouldn’t wait for the last minute to plan. To make sure you’re ready, take the advice of Julie Jason, an internationally recognized authority on retirement savings whose popular column receives fan mail . . . with plenty of questions. Organized in 10 sections, each following a theme, Retire Securely is her accessible, easy-to-read collection of need-to-know facts about a process that can be intimidating to even the most knowledgeable investors. Jason discusses investor protection, estate planning, college, 401(k)s and IRAs, the stock market, and more!
Award Finalist: 2018 Best Book Awards Business: Personal Finance/Investing
Former Merrill Lynch senior vice president Jory Berkwits knows the financial industry inside and out, and during his career he has observed how technological advances and regulatory reform have combined to transform modern investing. Yet, in spite of many benefits like lower prices, instant access to information, and an increased focus on investor protection, most individual investors don’t trust Wall Street. Some even think the game is rigged in the favor of huge institutions and hedge funds.
Berkwits’ dinosaur is a metaphor for the fast disappearing Wall Street “cowboy,” and the hold-no-prisoners culture he thrived in. Wall Street used to be an exclusively male world, ferociously competitive, and heavy on type A personalities, who were completely at home in a work environment where more was better, and most was best.
Some, but not all, of the elements that made Wall Street what it is are fading away. Boiler-rooms are out; professional financial advisors and money managers are in. Strict regulatory compliance is expected of even the smallest firms. Online trading has made investing more transparent and less costly for all.
Yet the trust gap between Wall Street and investors remains, and if anything, it has grown larger. How did it get there? What can be done about it? Who needs to step up? If you are an investor, you’ll want to find out.
Award Finalist: 2018 Best Book Awards Business: Personal Finance/Investing
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Tailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners.
Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership.
Learn how to:
Pinpoint the dollar value of your business with a step-by-step formula
Eliminate and avoid bad debt while leveraging your good debt
Uncover investment strategies Wall Street won't tell you
Achieve long-term goals with the 4x4 Financial Independence Plan
Find an advisor willing to look out for your best interests
Super-charge your 401(k) and leverage your insurance to get rich
Create the best exit strategy for you, your business, and your family
Avoid the most common mistakes in real estate investment
Protect your hard-earned assets from security threats ready to strike
You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!
Award Finalist: 2018 Best Book Awards Business: Personal Finance/Investing
A No-nonsense real estate investment book for the employee side hustler tired of the 9-5 looking for a practical step-by-step process to build wealth while they work
When the financial crisis erupted in 2008, thousands of people lost jobs they thought the'yd always have to sustain their standard of living.
For H. J. Chammas, it was a wakeup call to escape the financial uncertainty of a paycheck to paycheck struggle of being an employee. It was time to take charge of his life by investing in rental properties while he was still working. He soon became financially free and went from employee to millionaire real estate investor. In this workbook he brings you the step-by-step processes he used to build his investment property fortune, while working!
How Can This Workbook Help Me?
In this detailed guidebook to buying, owning, and managing rental properties, you'll work through step-by-step processes to plan your real estate investing strategy. Instead of promoting foolish risks, he helps you leverage your position as an employee to achieve financial freedom.
Learn how to:
evaluate the current state of your finances;
overcome limiting beliefs about money and investing;
set personal objectives to achieve financial freedom; and
think and operate like a seasoned real estate investor.
