Seeking Financial Freedom: The Art Of Accumulating Preserving And Transferring Wealth

Price: $49.75
(as of Jan 20, 2025 08:23:34 UTC – Details)

Fundamentally, many individuals know they need to make some changes in their financial plans. They may even know what the changes are that need to be taken care of, which could be in their college funding for a child or grandchild, a charitable planning strategy to help to reach a lifetime family goal or a business planning idea that can help to take a company on to its next level. But somehow for many people, most changes come too slowly, or it feels like someone is just pushing a boulder up a hill as the implementation of these great new ideas keep land strategies stalling out along the way. This book is intended to dispel many of the misconceptions held by many people toward Wealth Management, when issues do develop regarding what course of action is appropriate to take.

“Seeking Financial Freedom” was built upon three interlocking sections, with an additional special section included on Business Planning. Each of these three sections are focused on “Accumulating, Preserving, and Transferring Wealth.” While the book was written with the intent to be read starting with White Paper 1 and finishing up with White Paper 10, another strategy would be to identify and read the White Paper or White Papers that are the most relevant to the issues you may have in front of you and your family at any one time.

To provide some insights into what you can expect to be experiencing within this book, starting with Section 1 – “Accumulating Wealth,” White Paper 1 (Financial Literacy) you will find our Wealth Management profile as we offer our 10 Key Financial Literacy Strategies. White Paper 2 (Surviving Through Market Cycles) presents our “Immutable Principles for Investing” and the interesting story behind how the Bull and Bear Markets came into existence. Within White Paper 3 (Why Tax Planning Efficiency Matters) you will find out what are the Essential Government Tax Numbers for 2024 and Tax Advantages for Pet Owners.

Section 2 – “Preserving Wealth”, White Paper 4 (Principles of Retirement Planning) outlines what for many people can be “A Reasonable Standard of Living” in retirement and continues with an analysis on how much stock should someone own in their retirement account. Within White Paper 5 (The College Cost Dilemma), with many individuals focused on sending their children or grandchild to college, this White Paper focuses on the “College Admissions Quandary” and provides key information on Student Loan Repayment options. We gave special attention to White Paper 6 regarding the misuse and misunderstanding of Annuities with an analysis of “The Good, the Bad, and the Ugly of Annuities.”

Section 3 – “Transferring Wealth” opens with White Paper 7 (Helping to Protect What Matters Most) discussing “How long someone can expect to live” and how to leverage gifts with life insurance. White Paper 8 (Building Your Charitable Legacy) offers a Wealth Replacement structure within charitable planning and helps to explain the goals behind “Social Capital.” White Paper 9 (Priceless Inheritances) discusses the 10 Biggest Estate Planning mistakes and offers information on setting up a “Legacy Time Capsule”. Within our White Paper 10 is our Special Section entitled “Disruptive Technology”; which goes on to highlight how McDonald’s and the Big Mac Index can assist in travel planning and builds on a discussion on the evolution of Artificial Intelligence. Additionally, we have placed topical and relevant notations relating to the materials under discussion within each White Paper,

Dr. Jeffrey Goodrich has earned a Doctorate in Business Administration (DBA), Master of Business Administration (MBA), Master of Science, Taxation (MST), Master of Science in Financial Services (MSFS), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU) and Accredited Investment Fiduciary (AIF).

ASIN ‏ : ‎ B0CTX7LZVX
Publisher ‏ : ‎ Independently published (February 1, 2024)
Language ‏ : ‎ English
Paperback ‏ : ‎ 302 pages
ISBN-13 ‏ : ‎ 979-8878165877
Item Weight ‏ : ‎ 1.92 pounds
Dimensions ‏ : ‎ 8.5 x 0.69 x 11 inches