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Wealth Management in Any Market. Timeless Strategies for Building Financial Security. Edition No. 1

  • ID: 844111
  • Book
  • March 2009
  • 300 Pages
  • John Wiley and Sons Ltd
Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.
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Foreword vii

Preface ix

Author’s Note xv

Acknowledgments xix

CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1

CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15

CHAPTER 3 Why Everyone Needs an Estate Plan 63

CHAPTER 4 Learn to Save and Properly Manage Your Debt 75

CHAPTER 5 How to Plan for a Comfortable Retirement 109

CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143

CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173

CHAPTER 8 Asset Protection Strategies 189

CHAPTER 9 Taxes and Tax-Saving Strategies 209

CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235

Final Comments 251

Notes 255

About the Author 287

Index 289

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Bishara A. Bahbah
Note: Product cover images may vary from those shown