WealthBuilding Investment Strategies for Retirement and Estate Planning
| Author/creator | Reiser, David R. Author |
| Other author | DiColo, Robert L. Author |
| Other author | Ryan, Hugh M. Author |
| Other author | Reiser, Andrea R. Author |
| Format | Electronic |
| Publication Info | Wiley [Imprint] Hoboken : John Wiley & Sons, Incorporated |
| Description | 256 p. ill 24.150 x 016.150 cm. |
| Supplemental Content | Full text available from eBooks on EBSCOhost |
| Subjects |
| Summary | Annotation Real–Life Financial Strategies For True Wealth<br /><br />WealthBuilding is an essential read for everyone who wants to reach their wealth goals and maintain their standard of living when they′re retired. It includes the real–life Wealth Stories of 31 investors–ranging from young, single professionals to middle–aged job–hoppers to retired seniors–and how they are planning and managing their wealth successfully and intelligently. A helpful tool for financial professionals to use with clients, WealthBuilding will also empower individual investors by showing them what to look for in a trusted advisor and how to build an effective partnership. You will inevitably see yourself–or one of your clients–in one (or more) of these Wealth Stories.<br /><br />Praise for WealthBuilding<br /><br />"David Reiser and Robert DiColo have written a readable book that aims to empower the reader, while at the same time creating knowledge of when professional advice is needed. It is a combination of old–fashioned wisdom and new age understanding. Anyone can benefit from thinking about its lessons." –Zoe Baird, President, The Markle Foundation<br /><br />"Dave Reiser and Bob DiColo have succeeded where many others have failed: they have explained in a simple, straightforward, and understandable manner the complex, and often frustrating, world of retirement planning. Financial services professionals and serious investors will find Reiser and DiColo′s work to be invaluable." –John A. Tarantino, President, Adler Pollock & Sheehan, Past President, Rhode Island Bar Association<br /><br />"Reiser and DiColo have hit the nail right on the head. A ′don′t–do–it–yourself′ book that will guide professionals and novice investors on the path to wealth creation." –Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam Investments<br /><br />Please visit our Web site at www.jklasser.com |
| Access restriction | Available only to authorized users. |
| Technical details | Mode of access: World Wide Web |
| Genre/form | Electronic books. |
| LCCN | 00043588 |
| ISBN | 9780471388074 |
| ISBN | 0471388076 (Trade Cloth) Active Record |
| Standard identifier# | 9780471388074 |
| Stock number | 00028608 |
Availability
| Library | Location | Call Number | Status | Item Actions |
|---|---|---|---|---|
| Electronic Resources | Access Content Online | ✔ Available |