Real wealth
Subtitle: how to make smart money choices for what matters most to you
By: Bruce Helmer
Contributors: Helmer, Bruce, 1959-
Publisher: Beaver Pond Press
Published: 2013
Place of publication: Edina, Minn
Language: eng
Number of pages: 241
ISBN-13: 9781592985692
Subjects: Personal Finance; Investments
Description: A straightforward, values-based approach to managing your wealth. After the worst recession in our country's history, we all have different, sometimes difficult, decisions to make about how to manage our money. That's what makes Real Wealth by Bruce Helmer so timely and relevant. In this updated edition of Money and the People You Love Bruce shows you how the critical piece missing from "personal financial planning" is the personal part: your relationships and your values. He shares an uncommonly common-sense approach to wealth management based on what matters most to you in your life. Real Wealth is an essential book for right now. And for your future.
Notes: "Updated edition of: Money and the people you love"--Cover.
Table of contents: title: Machine generated contents note: Wall Street, Main Street, and the Great Recession; title: ch. 1 Money and the Love of Your Life; title: Understanding and communicating your values about money; title: Money Management; title: Planning for Emergencies; title: Planning to Improve Your Life; title: Planning for Retirement; title: ch. 2 Grown-up Advice on Money and Children; title: Protector and Provider; title: Teacher; title: -a Never-ending Role; title: Financier; title: Benefactor; title: Money and Your Children's Children; title: ch. 3 Mom and Dad and Money; title: Caring for Elderly Parents; title: Planning Ahead; title: Inheriting Money; title: ch. 4 Estate Planning Is About Living; title: The Estate Planner's Toolkit; title: Three things you can do with your money when you die; title: ch. 5 The Five Things You Can Do With Your Money, and How to Do Them Right; title: Spending: What Do You Want, and When Do You Want It?; title: Saving: The Key First Step to Building Wealth; title: Investing: Your Progression to Wealth; title: Paying Taxes; title: Sharing Your Wealth.; title: Contents note continued: ch. 6 Why Hiring a Professional is to Your Advantage; title: The Future of Financial Services; title: How to Choose a Financial Advisor; title: Getting Ready to Create a Plan; title: ch. 7 The Last Word: Love; title: One More Thing.