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Values-Based Estate Planning: A Step-By-Step Approach to Wealth Transfer for Professional Advisors by Scott C. Fithian,

Values-Based Estate Planning: A Step-By-Step Approach to Wealth Transfer for Professional Advisors by Scott C. Fithian,
Baby boomers have amassed fortunes through their innovation, work, and investments; they are also the beneficiaries of the largest intergenerational transfer of wealth in history. Boomers who will receive this wealth are wondering how it will affect them and their families' lives and are beginning to seek the advice of competent professionals to help them achieve their highest financial and philanthropic aspirations. Author Scott Fithian shows advisors how to help wealth holders of all levels use their personal values to simplify the planning process, ensure lifetime financial independence, and control their ultimate family and social capital legacies. Featuring a step-by-step system, this book shows advisors how to motivate clients to develop clear, concise objectives, particularly when it comes to "soft" issues such as philanthropy and values.



The Ultimate 50+ Money Guide: Protect, Save and Grow Your Money by Martin Weiss,
The Ultimate 50+ Money Guide: Protect, Save and Grow Your Money by Martin Weiss,
In today’ s new era of uncertainty, millions of mature Americans over fifty face a number of urgent financial questions: Where can I find truly safe investments? How can I protect myself against investment losses? How can I prevent or offset a decline in income? Which annuities and insurance policies are rip-offs and which ones are good deals? What should I do to plan for my long-term health care? If you are over fifty, and your answers to these vital questions are off course, you may not have enough time to recoup. When you’ re planning for your future and your retirement, it’ s essential to have all the facts and the best possible guidance right here and now. The Ultimate Safe Money Guide fills this urgent need in a way that is especially comforting in a time of new risks and dangers in the wake of the World Trade Center tragedy. As the nation’ s only provider of independent financial safety ratings, Martin Weiss has helped millions of Americans find safety in an often unsafe world; and, in this book, he sets forth the rules and guides you, step-by-step, on the path to safety, yield, and profits. This comprehensive guide begins by helping you to avoid stock market scams, recognize the pitfalls of " free investment advice, " and recover money lost by careless, unethical, or dishonest brokers. You’ ll also learn how to arm yourself with powerful, independent information that is not biased by any conflicts of interest– so you can make your own investment decisions based entirely upon your needs.With the special Risk Self-Test devised by the author, you can rest assured that your investments will match your personal risk level. The UltimateSafe Money Guide offers a proven and effective plan for preserving your nest egg, building your wealth, and securing your retirement.



Independent Financial Advisor - The term IFA or Independent Financial Adviser is a UK term to describe a financial adviser who works on behalf of their client and not on behalf of any third party (especially an insurance company). In working for the client they are independent of third party interests and therefore will tend to offer unbiased advice.

Independent Financial Adviser - Independent Financial Advisers or IFAs are professionals who offer unbiased advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

List of independent UK record labels - This is a list of record labels based in the United Kingdom that are independent from the Big four record labels and typically specialize in different forms of indie rock, punk rock, and styles of alternative rock, electronica and hip-hop. This listing is largely a subset of the List of independent record labels.

Advice America - AdviceAmerica is a leading provider of Web-based Financial Planning software.Its radical and easy to use Financial Planning software empowers financial services firms and financial advisors to strengthen customer relationships and grow revenues by delivering comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.



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