Stop Trying to Keep Up with the Joneses

Auteur

BRADLEY A. BERGER, CFP®, CLF® is the managing partner and owner of Cornerstone Financial Strategies. He has nearly 25 years of experience and serves as the head coach of a team of financial professionals that helps families and businesses to make smart choices about their money for the reasons that are important to them. Brad is a Chartered Leadership Fellow from the American College, an Ed Slott Master Elite IRA Advisor, a graduate of the United States Military Academy - West Point, and a veteran that served our country as an Infantry Officer stationed in Berlin during the fall of the Berlin Wall. Brad and his wife, Beth, live in Bellevue, WA, with their children, Braxton & Bennett. He also has two grown daughters, Molly and Sarah.

Texte du rabat

Financial Planning is More Than Investment Selection... Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balance--all it takes is understanding what is truly important to you. Stop Trying to Keep Up with the Joneses... They're Broke Anyway is author Brad Berger's personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your family's dreams and to start planning together to make them happen.
Inside, you will learn to:

• Align your financial choices with your most important goals and most deeply held values
• Put your entire financial house in order and keep it that way
• Have confidence in your plans and your future in any financial market

• Focus on the things in your life that are more important than money.

Résumé

Financial Planning is More Than Investment Selection...

Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balanceall it takes is understanding what is truly important to you. Stop Trying to Keep Up with the Joneses They're Broke Anyway is author Brad Berger's personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your family's dreams and to start planning together to make them happen.
Inside, you will learn to:
• Align your financial choices with your most important goals and most deeply held values
• Put your entire financial house in order and keep it that way
• Have confidence in your plans and your future in any financial market
• Focus on the things in your life that are more important than money.

Contenu

About the Author
INTRODUCTION: FAR MORE THAN INVESTING
PART ONE: THE SUCCESS FUNDAMENTALS
CHAPTER 1: In Pursuit of Values
CHAPTER 2: A Framework for Success
CHAPTER 3: Overrated Rate of Return
CHAPTER 4: Pay Yourself First
CHAPTER 5: Time, Not Timing
CHAPTER 6: Destination: Retirement
PART TWO: THE 6 BIG RISKS®
CHAPTER 1: Dying Too Soon
CHAPTER 2: Living Too Long
CHAPTER 3: Becoming Sick or Injured
CHAPTER 4: Improper Tax Planning
CHAPTER 5: Legal Entanglements
CHAPTER 6: The Biggest Risk of All...
PART THREE: ANATOMY OF A FINANCIAL PLAN
CHAPTER 1: Managing the Risks
CHAPTER 2: Investing for Your Future
CHAPTER 3: Retirement Income Planning
CHAPTER 4: Dealing with Uncle Sam
CHAPTER 5: Estate of Affairs
EPILOGUE: TO SWIM WITH MANTAS