Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento |
Autore | Vento John J |
Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
Descrizione fisica | 1 online resource (380 p.) |
Disciplina |
332
332.02400973 |
Soggetto topico | Finance, Personal - United States |
Soggetto genere / forma | Electronic books. |
ISBN |
1-118-57095-2
1-118-52636-8 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
Record Nr. | UNINA-9910141636603321 |
Vento John J | ||
Hoboken, N.J., : John Wiley & Sons, c2013 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial independence (getting to point X) [[electronic resource]] : an advisor's guide to comprehensive wealth management / / John J. Vento |
Autore | Vento John J |
Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
Descrizione fisica | 1 online resource (380 p.) |
Disciplina |
332
332.02400973 |
Soggetto topico | Finance, Personal - United States |
ISBN |
1-118-57095-2
1-118-52636-8 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
Record Nr. | UNINA-9910829807203321 |
Vento John J | ||
Hoboken, N.J., : John Wiley & Sons, c2013 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|
Financial independence (getting to point X) : an advisor's guide to comprehensive wealth management / / John J. Vento |
Autore | Vento John J |
Pubbl/distr/stampa | Hoboken, N.J., : John Wiley & Sons, c2013 |
Descrizione fisica | 1 online resource (380 p.) |
Disciplina |
332
332.02400973 |
Soggetto topico | Finance, Personal - United States |
ISBN |
1-118-57095-2
1-118-52636-8 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management; Copyright; Contents; Preface: Living the American Dream; Acknowledgments; Introduction: Getting to Point X; Financial Literacy and the New Norm; Point X: Our Fundamental Financial Goal; Ten Key Issues to Comprehensive Wealth Management; Our Biggest Expense; Take a Financial Planning Checkup; How to Use the Questionnaire; The Power of This Book; Chapter 1: Committing to Living within Your Means; The American Dream Becomes the American Nightmare; Living within Your Means: The Essential Step
Paying Yourself FirstKnow the Difference between What You Need and What You Want; Simple Saving; What Is the FDIC?; Saving for Special Situations; Easier Said Than Done; Stop the Insanity; Chapter 2: Understanding Taxes; A Brief History of the U.S. Tax System; Income Taxes and the Sixteenth Amendment of 1913; The Emergence of State and Local Income Taxes; Where Are We Now with Regard to Taxes?; Organizing and Retaining Your Records; Which Records Are Important?; How Long Should Records Be Kept?; Tax-Preparation Services; Internal Revenue Service; Tax Planning and Preparation Software Hiring a Tax PreparerAccumulating Wealth through Tax Planning; Tax Avoidance Is Not Tax Evasion!; What Is Tax Planning?; How Do I Learn about Tax Planning?; Tax Benefits; American Taxpayer Relief Act of 2012; Chapter 3: Determining Your Financial Position; Figuring Your Financial Net Worth; Case Study: How One Couple Learned They Were Spending More Than They Earned; Measuring Net Worth; Identifying Assets; Listing Liabilities; Calculating Your Financial Net Worth; Analyzing a Statement of Financial Position; An Important First Step; Making Sense of Cash Flow Identify Your Cash Inflows (Your Sources of Income)Identify Your Cash Outflows (Your Expenses); Separating Essentials from Nonessentials; Analyzing a Statement of Cash Flow; How One Family Cut Basic Costs; Little Things Mean a Lot; Establishing Your Financial Goals; Defining Your Lifestyle--What Do You Consider ""Wealth""?; Getting to Point X-and the Places in Between; Your Financial Goals: What Is Most Important to You?; Finding Trusted Advisors; Chapter 4: Managing Debt; Case Study: How Two Doctors Went Bankrupt in Only a Few Years-What Not to Do; Basic Principles for Managing Debt Learn the Meaning of Financial ResponsibilityLive within Your Means and Always Pay Yourself First; Know (and Respect) the Difference Between Wants and Needs; Learn to Say No; Good Debt versus Bad Debt; Credit-Card Debt; The Insatiable Credit Card; Paying Down Credit-Card Debt; Other Surprising Resources for Reducing Debt; Reducing Credit-Card Debt the Old-Fashioned Way; Auto Loans; Student Loans; Home Mortgage Loans; Owning a Home: Not Necessarily Good Debt; Why a Mortgage Is Still Good Debt; Refinancing a Home Mortgage; Get Professional Advice; Business and Investment Loans Understanding Credit |
Record Nr. | UNINA-9910876648703321 |
Vento John J | ||
Hoboken, N.J., : John Wiley & Sons, c2013 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
|