Financial success without the regrets! Most people achieve success through trial and error. Sten Morgan wrote this book so you won't have to. With the same strategies that have worked for him and his clients, Sten will give you the knowledge to avoid regrets down the road. Learn about the two edges of financial leverage, IRA insights (including the Backdoor Roth), creative tax strategies, and retirement planning. The book's final chapter is packed with powerful financial tips to further supercharge your financial plan. If you're one of the many who wish they'd learned winning financial…mehr
Financial success without the regrets! Most people achieve success through trial and error. Sten Morgan wrote this book so you won't have to. With the same strategies that have worked for him and his clients, Sten will give you the knowledge to avoid regrets down the road. Learn about the two edges of financial leverage, IRA insights (including the Backdoor Roth), creative tax strategies, and retirement planning. The book's final chapter is packed with powerful financial tips to further supercharge your financial plan. If you're one of the many who wish they'd learned winning financial strategies sooner, read this book--before you make another decision that can change your life.Hinweis: Dieser Artikel kann nur an eine deutsche Lieferadresse ausgeliefert werden.
STEN MORGAN, CFP, ChFC, founded Legacy Investment Planning by age twenty-five, committed to building a company that would shake up the industry. His mission was to bring creativity back to the financial industry and help as many people as possible avoid the financial regrets that come from wishing they would have known sooner. At age twenty-eight, he earned a seat on his organization's chairman's council, which included the top 2 percent of advisors across the country. At age thirty, he made the "40 under 40 list," InvestmentNews's top forty financial advisors in the country under age forty. He has also coached hundreds of other advisors on how they can create a business that focuses on unbiased, creative financial advice.Although his team holds true to enduring principles, they take financial strategy to the next level.
Inhaltsangabe
INTRODUCTION YOLO Balance: Mindset of Money Undebatable Fundamentals The Positive Power of Debt How Diversification Can Help You Investing: Putting Your Money to Work The Big Money Is in the Waiting: Solving the Dilemma of When to Buy or Sell Annuities: Problem Solvers or Financial Problems? Real Estate Investing: Subject to Inspection Traditional IRA versus Roth IRA Tax Strategies: Stop Overpaying Retirement Planning How to Work with a Financial Professional WORK WITH OUR TEAM WISH I KNEW THAT SOONER BONUS STRATEGIES ACKNOWLEDGMENTS ENDNOTES
INTRODUCTION YOLO Balance: Mindset of Money Undebatable Fundamentals The Positive Power of Debt How Diversification Can Help You Investing: Putting Your Money to Work The Big Money Is in the Waiting: Solving the Dilemma of When to Buy or Sell Annuities: Problem Solvers or Financial Problems? Real Estate Investing: Subject to Inspection Traditional IRA versus Roth IRA Tax Strategies: Stop Overpaying Retirement Planning How to Work with a Financial Professional WORK WITH OUR TEAM WISH I KNEW THAT SOONER BONUS STRATEGIES ACKNOWLEDGMENTS ENDNOTES
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