J K Lasser Pro Advising Mature Clients

DOWNLOAD

Download J K Lasser Pro Advising Mature Clients PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get J K Lasser Pro Advising Mature Clients book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages. If the content not found or just blank you must refresh this page

J K Lasser Pro Advising Mature Clients

DOWNLOAD
Author : Neal E. Cutler
language : en
Publisher: John Wiley & Sons
Release Date : 2002-12-16

J K Lasser Pro Advising Mature Clients written by Neal E. Cutler and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-12-16 with Business & Economics categories.

FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY "Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!" -John N. Migliaccio, PhD, President, Maturity Mark Services Co. "Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients." -Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals "Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging." -Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology "Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals." -Kelly B. Auslander, CFP, President, American Financial Advisors, Inc. Please visit our Web site at www.jklasser.com

J K Lasser Pro Real Estate Investment Trusts

DOWNLOAD
Author : Richard Imperiale
language : en
Publisher: John Wiley & Sons
Release Date : 2002-06-17

J K Lasser Pro Real Estate Investment Trusts written by Richard Imperiale and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-06-17 with Business & Economics categories.

Benefit from the outstanding investment opportunities that currently exist in the REIT industry The growth of REITs as an asset class has created an excellent opportunity for small investors to participate in the ownership of institutional-quality real estate. Are you ready to help your clients make the most of this opportunity? J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs and includes a chapter on each of the following forms of REITs available, including: Residential REITs Manufactured home community REITs Office REITs Industrial property REITs Retail REITs Hotel property REITs Health care REITs Self-storage REITs Specialized, diversified, and mortgage REITs Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio. Please visit our Web site at www.jklasser.com

J K Lasser Pro Survival Skills In Financial Services

DOWNLOAD
Author : Julian Lowenthal
language : en
Publisher: John Wiley & Sons
Release Date : 2002-10-29

J K Lasser Pro Survival Skills In Financial Services written by Julian Lowenthal and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-10-29 with Business & Economics categories.

The financial services industry is constantly changing and you needto respond Change is a constant in the financial services industry (FSI). Thequestion is, "What should you do to survive?" Whether you work inor sell to the industry, you'll benefit from the in-depth insight,professional knowledge, and practical tools found in J.K. LasserPro Survival Skills in Financial Services. Advanced Praise for J.K. Lasser Pro Survival Skills in FinancialServices "The challenges of surviving and succeeding in the financialservices industry have never been greater. . . . J.K. Lasser ProSurvival Skills in Financial Services provides a practical guide todealing with the tough realities of change. The result is anenjoyable, down-to-earth, and interactive resource that providesthe knowledge, skills, and human understanding to deal with theforces of change." -Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank &Trust Company "This book will help my staff work through the most difficulttransition in the financial services industry. . . . Julian speaksin a nontechnical, light-handed style to every member of my staff.. . . He draws on his relationships with some of our industry'smost important leaders to reinforce his logical and practical viewson how to get through the day, the year, and the decades ahead. Hisbook is crisp, easy reading from cover to cover. But his sectiontitled 'Survival Skills Greatest Hits' must be committed to memory.It will be the core of my survival strategy for the rest of mycareer. I can't wait to put this book in the hands of my wholestaff." -John Adams Vaccaro, CFP, CLU, President, Westport ResourcesInvestment Services, Inc. Don't get left behind in the whirlwind of change impacting thefinancial services industry. Pick up J.K. Lasser Pro SurvivalSkills in Financial Services and take control of your professionallife within this dynamic and challenging business environment.

J K Lasser S Your Income Tax 2002

DOWNLOAD
Author : J.K. Lasser Institute
language : en
Publisher: John Wiley & Sons
Release Date : 2002-03-14

J K Lasser S Your Income Tax 2002 written by J.K. Lasser Institute and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002-03-14 with Business & Economics categories.

"Make sure you're buying the right book!--The 2002 edition is for filing your 2001 taxes and has all the up-to-date information on the new tax law. The 2001 edition is for filing 2000 taxes." The most trusted name in tax! April 15th comes once a year. But the new tax laws will change the way we save and plan our financial affairs all year-round. That s why J.K. Lasser provides a comprehensive library of smart financial planning and investing advice for all your needs for tax season and beyond. J.K. Lasser s(TM) Your Income Tax 2002 and J.K. Lasser s(TM) Year-Round Tax Strategies 2002 give early planners a head start on understanding the new tax regulations and preparing for filing the return on April 15th. And Lasser s personal finance guides help you make the most of your money from every angle. Consider it total care for your wealth and financial well-being, 365 days a year.

J K Lasser Pro New Strategies For College Funding

DOWNLOAD
Author : Raymond D. Loewe
language : en
Publisher: Wiley
Release Date : 2002

J K Lasser Pro New Strategies For College Funding written by Raymond D. Loewe and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Business & Economics categories.

A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide with its companion CD-ROM will help you do just that. Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children's college education in the best way possible. Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you: Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals. Please visit our Web site at www.jklasser.com

J K Lasser S Barnes And Noble Special Edition Tax Guide 2002

DOWNLOAD
Author : J. K. Lasser
language : en
Publisher: Wiley
Release Date : 2001-12

J K Lasser S Barnes And Noble Special Edition Tax Guide 2002 written by J. K. Lasser and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-12 with categories.

J K Lasser Pro Separate Account Management

DOWNLOAD
Author : Larry Chambers
language : en
Publisher: John Wiley & Sons
Release Date : 2003-06-03

J K Lasser Pro Separate Account Management written by Larry Chambers and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-06-03 with Business & Economics categories.

A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

American Book Publishing Record

DOWNLOAD
Author :
language : en
Publisher:
Release Date : 2002

American Book Publishing Record written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with Books categories.

Encyclopedia Of Retirement And Finance 2 Volumes

DOWNLOAD
Author : Lois A. Vitt
language : en
Publisher: Greenwood
Release Date : 2003-11-30

Encyclopedia Of Retirement And Finance 2 Volumes written by Lois A. Vitt and has been published by Greenwood this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-11-30 with Business & Economics categories.

Written by experts in a variety of fields, entries include gerontology and finance terms and concepts, policies and programs, the needs and problems of the elderly, and more.

J K Lasser S New Rules For Estate And Tax Planning

DOWNLOAD
Author : Harold I. Apolinsky
language : en
Publisher: John Wiley & Sons
Release Date : 2005-03-04

J K Lasser S New Rules For Estate And Tax Planning written by Harold I. Apolinsky and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2005-03-04 with Business & Economics categories.

A complete guide to planning an estate under today's tax rules When it comes to your estate--no matter how big or small it may be--you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.