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9780967471402

21st Century Wealth : Essential Financial Planning Principles (Esperti Peterson Institute Contributory Series)

21st Century Wealth : Essential Financial Planning Principles (Esperti Peterson Institute Contributory Series)
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  • ISBN-13: 9780967471402
  • ISBN: 0967471400
  • Edition: Special
  • Publisher: Quantum Press (Denver, CO)

AUTHOR

Renno L. Peterson, Harry R. Tyler

SUMMARY

"How can I save for my children's college education?" "How do mutual funds charge for my investments?" "How do I possibly evaluate long-term care insurance policies?" "If I don't have a company retirement plan to count on, how can I retire?" "Can I use my employer-sponsored retirement funds to take care of my loved ones after my death?" Is there a way to keep life insurance proceeds out of my estate so my family can used the funds to pay estate taxes? 21st Century Wealthoffers techniques and strategies to resolve these and many other financial planning questions for the new millennium-in a hard-hitting question-and-answer format in easy-to-understand language. This particular collection of specialized financial planning techniques is the product of 54 of America's leading financial planning professionals. Their contributions consisted of the most important questions that successful people all over the U.S. ask them and the answers they give in order to create meaningful estate, financial, investment, insurance, and retirement planning programs. For many of us, just knowing the questions to ask our advisors will greatly help us to become involved in the planning process. Armed with the information in this book, you will be able to enter into financial planning with more confidence. Packaged with Wealth is a free, 24-page supplement, "What the New Tax Law Means to You," that briefly explains the many changes resulting from the 2001 tax act.Renno L. Peterson is the author of '21st Century Wealth : Essential Financial Planning Principles (Esperti Peterson Institute Contributory Series)' with ISBN 9780967471402 and ISBN 0967471400.

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