Wealth Planning

In this powerful resource, wealth strategist Douglas A. C. Eze draws on his personal journey from immigrant to financial expert, extensive experience with wealthy clients, and decades of research to reveal a practical approach that helps every day, ordinary people create lasting financial legacies.

Following on the heels of the national bestselling The Little Book that Beats the Market, which has sold over 275,000 copies since its November 2005 publication, The Little Book of Value Investing offers investors (professional and amateur alike) the necessary tools to follow a value-investment...

A simple, no‑stress guide to managing money—free of the toxic messages and shame baked into traditional personal finance advice. Track every dollar you spend. Check your account balances once a week. Always pay off your credit card bill in full. Make a budget—and stick to it. These are...

Have you ever asked yourself “What if I’m a tightwad and my significant other is a spendthrift?” or vice versa? Scott Rick, a behavioral scientist at the University of Michigan’s Ross School of Business, knows that many people do. He also knows that the financial aspects of an intimate relationship can become a money minefield if couples try to navigate it without first discussing all of the financial issues between them, especially if those two people have different approaches to spending.

This book shows you how to get more clients and generate referrals.

If you found a map to buried treasure, would you follow it? What if it also included all the tools and equipment you would need to dig it up? How quickly would you drop what you’re doing now and begin the journey? If you’re not satisfied with where you are on your journey toward financial wealth, it’s time you discover a better map for how to get there. In The Money Puzzle, Austin Cheviron lays out the path he took from having a welfare mindset to achieving financial success.

Welcome to The Wealthy Fit Pro Guides, the indispensable new resources for personal trainers ready to take their careers to a new level. One by one, each guide will help you achieve more freedom, better pay, fulfilling days, and growing recognition from fellow fitness pros.

An illustrated, practical guide to navigating your financial life, no matter your financial situation We are all weird about money. Whether you have a lot or a little, your feelings and beliefs about money have been shaped by a combination of silence (or even shame) around talking about money...

Positively Wealthy is a 33-day guide to manifesting abundance for young women who want to redefine the meaning of wealth in their life. It is designed for the new age woman who wants to step out of her comfort zone, fearlessly manifest the life of her dreams, and find fulfillment and sustainability using law of attraction methods. Chapters will include daily challenges for the listener to complete over 33 days and will encourage them to join in sharing their journey online.

Learn what end of life can teach us about the secret to financial independence and making every moment count with this life-altering collection of tips from Dr. Jordan Grumet, host of the award-winning Earn & Invest podcast, featuring a foreword written by Vicki Robin, coauthor of Your Money or Your Life.

A revolutionary financial and career path to break free from corporate America's grasp, make peace with your finances, and build wealth on your own terms When it comes to our finances, we’re told to follow the same script as our white colleagues: work hard, make money, save, and invest. Yet...

Phil Town is now a very wealthy man, but he wasn't always. In fact, he was living on a salary of $4000 a year when some well-timed advice launched him down a highway of investing self-education that revealed what the true "rules" are and how to make them work in one's favor. Chief among them, of...

Passive Income Strategies to Build Your Wealth will offer you all of the insight you could want on this lucrative subject, shining a light on the different strategies you have available to make more money than you may have not even realize existed! Setting up passive income streams is one of the least talked ahbout phenomena of our modern society, and yet, it is one of the best ways to increase your income every month while putting in minimal effort.

Gurus like Dave Ramsey, Suze Orman, and others have amassed followers by the millions because of their paint-by-the-numbers financial strategies that are easy to digest and implement. And while they have helped many Americans eliminate debt and take their first steps toward financial freedom, their dumbed-down financial advice is inadequate and incomplete for those looking to maximize their savings. In The Guru Gap, David McKnight closes the gap between what mainstream media personalities advise and the sophisticated, math-based approach your retirement plan requires.

Many feel uncertain about how to plan for a fulfilling and financially secure retirement—but with the right guidance, it becomes much simpler. Whether you're just starting or feel behind, Retirement Financial Planning is your practical, no-fluff guide to building wealth, managing lifestyle changes, and ensuring your money lasts throughout your golden years.

A new, holistic way to understand money and find your own path to financial freedom, from the wealth-building expert behind One Big Happy Life You deserve to live your dream life. Mastering your finances and learning how to use your money to create that life is a nonnegotiable, because...

Your wealth should not live and die with the downturns and upticks of the stock market. But if your advisor stuck you with a prehistoric investment model of stocks and bonds, your heart drops—along with your portfolio value—any time the market takes a tumble. You’re ready to escape the volatility and mitigate the risk in your portfolio, but you’re not sure where to turn. Everywhere you look, it’s the same approach packaged differently.

Building off the framework of Schultheis' The Coffeehouse Investor philosophy, this book will instill the common man and woman with the confidence to take control over their long-term financial goals and journey toward financial freedom in retirement. The Coffeehouse Investor's Ground Rules encourages listeners to ignore stock market "rules" and "perfect portfolio" pursuits to focus on the only three essential components to long-term financial security: saving, investing, and planning.

Protect your loved ones, maximize your wealth transfer, and secure your legacy, even if you don’t know where to start. Regardless of your age or estate size, it's never too late or early to start planning. Leaving your loved ones with a clear, legally binding plan reduces uncertainty and prevents complications. Are you overwhelmed by the complexities of estate planning? Do you worry your loved ones will be burdened with legalities and taxes rather than comfortably secured? Has the fear of legal jargon kept you from taking the first step? If so, you’re not alone.

Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs, and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser - before the next meltdown.