Financial Independence by John J. Vento
(Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management

No critic rating

Waiting for minimum critic reviews

See Reader Rating

Synopsis

Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence

From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as "Point X." No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor.Supplies you with a complete roadmap for arriving at "Point X," financial independence with key milestones and important twists and turns clearly definedIdentifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independenceProvides you with both success and failure stories so you can learn from others' real life experiencesProvides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your "Point X"

 

About John J. Vento

See more books from this Author
John Vento (New York, NY) is the president and CEO of the Certified Public Accounting firm, John J. Vento CPA, P.C., and the Certified Financial Planning™ firm of Comprehensive Wealth Management, Ltd. Today, after 25 years, Vento’s practice concentrates on servicing more than 200 small-to-midsize businesses, many professional practices, and more than 1,000 individuals. Vento is also an adjunct professor at Wagner College, Department of Accounting and Business Administration. Vento also regularly lectures at numerous seminars and conferences organized by the Small Business Administration (SBA) and the Internal Revenue Service (IRS) on the tax and financial aspects of establishing and maintaining a successful business. In fall 2011 and spring 2012, as part of the New York Public Library’s initiative on financial literacy, he has been a lecturer on investing and financial planning, throughout New York City.
 
Published March 7, 2013 by Wiley. 384 pages
Genres: Business & Economics, Professional & Technical. Non-fiction

Reader Rating for Financial Independence
95%

An aggregated and normalized score based on 10 user ratings from iDreamBooks & iTunes


Rate this book!

Add Review
×