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Your All-in-One Blueprint for Financial Security, Legacy Protection & Tax-Smart Wealth Building If you're serious about protecting your legacy, making your money last, and leaving behind more than just memories, this book is your one-stop guide. Living Trusts + Wills, Retirement, Tax & Estate Planning – The 6-in-1 Guide gives you everything you need to create a complete financial and legal game plan for your future—and your family's. What Makes This Book Special?

Retirement can be daunting. Maybe you're asking yourself: When should I retire? Can I handle a financial crisis? Will I have enough for the grandkids' college? Launch Your Retirement contains a plan to relieve worry and secure your future. You'll learn The Five Pillars for a Solid Retirement: Income Planning: Maximize your earningsInvestment Planning: Control your risks. Tax Planning: Outsmart Uncle Sam. Healthcare Planning: Prioritize care over cost. Legacy Planning: Secure your family's future.

If you are a family business founder preparing for your next chapter, this book is your essential guide to family business succession, retirement planning for business owners, and developing a successful exit strategy for your small business. In The Five-Year Plan, Craig Toberman draws on years of experience as a wealth manager, CPA, and advisor to family business owners and retirees. He offers a clear, practical roadmap for succession planning for business owners who want to grow their net worth, protect what they have built, and preserve family harmony.

This isn’t an academic textbook filled with dense financial theory. No more guessing or feeling uncertain about the decisions you’re making. This audiobook will give you the reassurance and confidence you’ve been searching for.

This book is written to guide business owners and founders, their supporting legal, tax, and valuation professionals, even bankers who often support the entire process. Succession planning is a powerful tool that will touch the lives of today’s owners and tomorrow’s successors, their families, and all of the clients being served by a Professional Service Provider – even your current clients’ children and grandchildren!

If you enjoy practical advice, inspiring ideas, and actionable steps to make the most of your retirement, then you’ll love Lara West’s insightful and motivating collection. Download The Ultimate Collection of Fun Things to Do in Retirement today and start creating the retirement you’ve always dreamed of!

When it Comes to Wealth, Are You Playing Small or Leveraging the Power Plays? We all wish we could attain financial freedom, but the cards are already stacked against you if you don’t understand how the wealthy invest. Most financial and tax advisors aren’t equipped to help their clients develop a wealthy mindset. The truth is the wealthy invest across multiple Super Asset Classes and layer these investments together to minimize taxes, create cash flow, and build their assets. But these strategies don’t have to remain a mystery.

Ever wonder why retirement doesn’t feel like the freedom you were promised? If you’ve been wondering why retirement doesn’t feel as fulfilling as you thought… there’s a reason. The real problem isn’t your bank account. It’s something deeper. It’s what I call the Retirement Disorientation Loop™— that quiet but disorienting cycle where, after years of structure, identity, and purpose tied to work... everything suddenly disappears. You wake up free, but directionless. The days blur. Motivation dips. And without a map, you start asking, “Is this really it?

Many people want to protect their assets, secure their family’s future, and gain peace of mind—but the process can seem complex. Estate Planning for Beginners simplifies everything with clear, actionable steps so you can take control.

Perfect for anyone who needs to earn a bit of extra cash but doesn't really know how, Never Go Broke will tell listeners how to buy and sell all manners of goods, irrelevant of age or value, and turn them into a tidy profit. This guide will teach listeners practical applications to make money right now and grow that money to either reinvest, repurpose or help circumnavigate financial difficulties.

Successful retirement planning is all about using the appropriate financial tools and products at the right time to enhance an individual’s unique situation. What works for one client may not be so good for another because we are all different people with different goals. While I can’t tell you exactly how to plan your retirement, I can provide general guidance based on my many years of experience. By the time you finish this book, you will know enough about the philosophy and process of Retire for L.I.F.E.™ to hopefully give you increased confidence.

It’s time to break the retirement mold and do retirement your way. Whether you want to keep working beyond the traditional retirement years, enjoy a classic retirement playing golf and bridge, go back to school, or start a business, this book offers a clear 7-step roadmap to help you get there and enjoy the journey.

In the newly revised second edition of Plan Your Prosperity, renowned investment adviser Ken Fisher delivers a practical and insightful new discussion of why all your investing should be done with an eye toward retirement. You'll learn how to think about investing for retirement and learn to understand key concepts like time horizons, return expectations, and cash flow needs. You’ll discover how to select an appropriate retirement benchmark and how to determine how much you need to save each year to achieve your retirement goal.

Are you approaching retirement with excitement and uncertainty? Wondering how to stay engaged and make the most of your newfound freedom? Concerned that finances might hold you back? You’re not alone. Retirement is a major life transition, but it can be the most fulfilling phase yet. With the right approach, you can create a life filled with meaning, adventure, and connection—without overspending. The Affordable Retirement Bucket List is your guide to discovering purpose, exploring new passions, and embracing exciting experiences while staying within your budget.

What if you could escape the 9-to-5, achieve financial freedom, and explore the world—on your terms? How to Retire Early and Travel the World is your no-fluff guide to financial independence, early retirement, and a life of global adventure. Whether you’re dreaming of quiet mornings in Bali, café-hopping in Lisbon, or hiking Patagonia, this book helps you get there—faster than you think. Most people believe retirement comes after 65 and requires millions. This book flips that belief.

Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back.

Are you ready to build wealth without risking your future in Wall Street’s hands? Many investors unknowingly lose money to legal scams orchestrated by Wall Street. These financial giants profit while offering a fraction of the returns. But it doesn’t have to be this way. In Wealth Without Wall Street, you’ll discover how to regain control of your finances through multifamily real estate. With scalable income, tax benefits, and resilience during downturns, it’s a proven path to long-term wealth.

Master Your Retirement Plan bridges the gap between complex theories and real-world strategies, empowering you to take control of your future.

Whether you’re blazing your trail to the top one percent or ensuring your wealth works as relentlessly as you do, Wisdom to Be Wealthy is the game-changing guide you need to uncover the hidden pathways to wealth that most people never explore—are you ready to see what others overlook?

With the inundation of financial information at click of a button, we've found that data overload, and cookie-cutter solutions to financial planning, often leads people to paralysis. That's where we step in. We’ve helped hundreds of clients get TO and THROUGH retirement using the concepts we present in The Retirement Income Toolkit. What is it? It’s a different, holistic approach in contrast to the traditional financial planning that focused mostly on investments and tax-deferred retirement accounts.