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Smart is the new rich : money guide for millennials

Tác giả: Christine Romans

Chapter 1: How to think about monkey. Chapter 2: College investment. Chapter 3: Managing debt. Chapter 4: Job market fundamentals. Chapter 5: Millennial at work. Chapter 6: House money. Chapter 7: Fimily money. Chapter 8: Understanding investments.

Managing concentrated stock wealth : an adviser's guide to building customized solutions : 2nd ed.

Tác giả: Tim Kochis, Michael J. Lewis

This new second edition includes: Updated references, calculations, and illustrations regarding the latest tax laws. Revised coverage of derivatives strategies and more examples of potential blind spots. Tactics to convince some clients to diversify their portfolios and optimize their...

Planning a successful future : managing to be wealthy for individuals and their advisors

Tác giả: John E Sestina

Presenting 14 chapters such as 1. What do you want?; 2. What do you have now?; 3. Retirement; 4. Planning to send your children to college; 5. A house is not always a good investment; 6. Insurance; 7. Liabilities; 8. Taxes; 9. Investments.