More Than Money

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BOOK EXCERPT:

Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal—and incredibly difficult. More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives. These stories by award-winning financial advisors feature people from all walks of life—young and old, those in debt and those with great wealth—and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better. These leaders in a growing industry remind us that financial planning is more than dollars and cents—it is about resourcing dreams and improving lives in the near-term and beyond. Financial planning is More Than Money. Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.

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Genre : Business & Economics
Author : Justin Castelli
Publisher : Harriman House Limited
Release : 2023-03-21
File : 200 Pages
ISBN-13 : 9780857199911


More Than Money

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BOOK EXCERPT:

A new, more comprehensive approach to long-term family wealth management More Than Money provides a high-level, integrated approach to preserving both financial resources and family harmony. Research has shown a failure rate of 70 percent in long-term multigenerational wealth management, and contrary to popular assumption, only five percent of that failure is due to bad investment, poor tax planning, or inadequate performance by legal and financial advisors. The number-one reason family wealth management fails is the family itself; poor communication, lack of trust, divergent visions, and a failure to prepare succeeding generations will tear down the resources the family has worked so hard to build. Traditional wealth management cannot fix this. Instead, this book offers a fresh approach that integrates strategic and tactical wealth management to align the family’s assets with the family members. With helpful tools and advice drawn from a real-world understanding of family complexities, you’ll improve your ability to preserve your family’s resources over multiple generations. With an expert’s perspective on the real forces behind successful family wealth management, this book provides a clear model and a practical roadmap for long-term financial preservation. Develop a shared family vision and mission Improve communication and trust among members Merge strategic and tactical planning Ensure the longevity of your family’s wealth The wealth management sphere tends to focus on taxes, investments, banking, and estate planning, but little thought is given to the people themselves—this overlooks the fact that individual family members are the most critical factor in multigenerational wealth management, and fails to provide solutions. More Than Money merges traditional strategies with family dynamics, communication, governance, and preparation to help your resources last for generations to come.

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Genre : Business & Economics
Author : Michael A. Cole
Publisher : John Wiley & Sons
Release : 2017-04-17
File : 198 Pages
ISBN-13 : 9781119264705


More Than Money

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This book redefines the meaning of risk, and asks business students to look at risk in a new way. A consciousness-raising book and a how-to, Albion helps MBA students give themselves permission to be who they really want to be in order to create a meaningful life.

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Genre : Business & Economics
Author : Mark Albion
Publisher : Berrett-Koehler Publishers
Release : 2008-10-17
File : 138 Pages
ISBN-13 : 9781576759837


More Than Money

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This book analyzes the different roles that interest groups play in congressional elections, with supporting material from interviews with Washington insiders.

Product Details :

Genre : Political Science
Author : Richard M. Skinner
Publisher : Rowman & Littlefield
Release : 2007
File : 228 Pages
ISBN-13 : 0742547213


More Than Money Is Needed To Solve Problems Faced By State And Local Corrections Agencies

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Genre : Correctional institutions
Author : United States. General Accounting Office
Publisher :
Release : 1981
File : 48 Pages
ISBN-13 : SRLF:D0000170555


More Important Than Money Value That Cannot Be Bought Held Stopped Or Stretched

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Each of us has exactly twenty-four hours a day. Even the greatest people in history have not had more time than you. John Rockefeller and Steve Jobs had exactly the same amount of time per day as you. The only thing that sets them apart is how they spent their time.From this book you will learn about the price of time, calculate the cost of an hour of your time, learn how to properly plan and invest your time, turning it into money.

Product Details :

Genre : Psychology
Author : Vladimir Lavrov
Publisher : Litres
Release : 2022-05-15
File : 92 Pages
ISBN-13 : 9785043332486


Knowledge Truth And Duty

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BOOK EXCERPT:

This volume gathers eleven new and three previously unpublished essays that take on questions of epistemic justification, responsibility, and virtue. It contains the best recent work in this area by major figures such as Ernest Sosa, Robert Audi, Alvin Goldman, and Susan Haak.

Product Details :

Genre : Philosophy
Author : Matthias Steup
Publisher : Oxford University Press
Release : 2001-03-01
File : 270 Pages
ISBN-13 : 9780198029564


The Financial Times Guide To Using The Financial Pages Ebook

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Genre : Business & Economics
Author : Romesh Vaitilingam
Publisher : Pearson UK
Release : 2011-07-21
File : 378 Pages
ISBN-13 : 9780273727880


The Original Sentiment

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BOOK EXCERPT:

This book is a collection of deep and sincere thoughts of the author. It is highly recommended for public and private libraries as it provides deep thoughts about humanity, love, passion and life generally. After each poem are few paragraphs of notes explaining key points in the stanzas. This however makes room for adequate understanding of the message the author intends to pass across.

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Genre : Literary Collections
Author : Joseph O'rale
Publisher : Trafford Publishing
Release : 2012-10
File : 177 Pages
ISBN-13 : 9781426956454


Leisure Services Financial Management

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BOOK EXCERPT:

Leisure Services Financial Management presents current knowledge, systems, and skills necessary for managing the financial operations of a leisure service agency, organization, or business. It covers a range of financial management models and approaches in public, private, and nonprofit sectors of the leisure service industry and contains a full set of ancillaries and an exclusive web resource.

Product Details :

Genre : Business & Economics
Author : David Emanuelson
Publisher : Human Kinetics
Release : 2013
File : 249 Pages
ISBN-13 : 9780736096416