Asset Protection & Wealth Preservation
By: Paul Coan, CFP®, ChFC®, CEA
In my years as a financial advisor to individuals, I have seen many
expensive investing and asset management mistakes. Smart,
knowledgeable people make errors in their finances that cost them
thousands and hundreds of thousands dollars in lost principal and lost
opportunity cost. These simple errors often involve the following:
Naming the wrong beneficiary on an IRA; leaving double-taxed assets
in the estate; needlessly paying income taxes on Social Security
income; placing improper investments in an IRA or bypass trust; and
paying excessive taxes on mutual fund holdings.
This book was written to help you avoid these simple errors and many
other common financial mistakes. We are in an age of do-it-yourself. An
investor can make his or her own investments and find useful
information in self-help magazines, on-line services, Internet sites,
investment newsletters, etc. There is no shortage of financial tips and
strategies out there, but you may still feel starved for the right
information.
By: Paul Coan, CFP®, ChFC®, CEA
In my years as a financial advisor to individuals, I have seen many
expensive investing and asset management mistakes. Smart,
knowledgeable people make errors in their finances that cost them
thousands and hundreds of thousands dollars in lost principal and lost
opportunity cost. These simple errors often involve the following:
Naming the wrong beneficiary on an IRA; leaving double-taxed assets
in the estate; needlessly paying income taxes on Social Security
income; placing improper investments in an IRA or bypass trust; and
paying excessive taxes on mutual fund holdings.
This book was written to help you avoid these simple errors and many
other common financial mistakes. We are in an age of do-it-yourself. An
investor can make his or her own investments and find useful
information in self-help magazines, on-line services, Internet sites,
investment newsletters, etc. There is no shortage of financial tips and
strategies out there, but you may still feel starved for the right
information.
How To Invest Someone Else's Money
By: John Guy, CFP®
Have you been a member of a committee? Have you made decisions on
a committee? Isn't it fun?
Most American institutional money is owned by committees: investment
committees of non-profits and retirement plans; trust committees;
corporate boards of directors; even congressional and legislative
committees. These committees exercise rights of ownership, but the
money is not theirs. It is someone else's money. It belongs to the
beneficiaries of the organization.
This book helps investment committees to make decisions. It describes
investment theory within the context of real committee operations. It
suggests how to recruit and to train committee members, how to write
investment policies with tangible goals, how to relate investment
committee work to the work of other committees in the organization,
and how to maintain continuity over time.
It also suggests that committee work can be stimulating and
personally-rewarding.
By: John Guy, CFP®
Have you been a member of a committee? Have you made decisions on
a committee? Isn't it fun?
Most American institutional money is owned by committees: investment
committees of non-profits and retirement plans; trust committees;
corporate boards of directors; even congressional and legislative
committees. These committees exercise rights of ownership, but the
money is not theirs. It is someone else's money. It belongs to the
beneficiaries of the organization.
This book helps investment committees to make decisions. It describes
investment theory within the context of real committee operations. It
suggests how to recruit and to train committee members, how to write
investment policies with tangible goals, how to relate investment
committee work to the work of other committees in the organization,
and how to maintain continuity over time.
It also suggests that committee work can be stimulating and
personally-rewarding.
Fee-Only Planners that Specialize in Working with Physicians and Dentists.
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment
Advisor
Jeff Seymour CFP ® B.Sc. Eng.
Triangle Wealth Management LLC
201 Shannon Oaks Circle, Suite 200
Cary, NC 27511
919 654 7321
www.doctorwealth.com
www.triwealth.com
jeff.seymour@triwealth.com
Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Russell D. Francis, CPA, CFP ®
Portland Financial Advisors, Inc.
12655 SW Center Street
Beaverton, OR 97005
503-684-6116
www.pdxadvisors.com
russ@pdxadvisors.com
Tennessee Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
901-757-4447
www.berryfs.com
dberry@berryfs.com
Wisconsin Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Michael Dubis CFP ®
Michael A. Dubis Financial Planning LLC
10 East Doty St Suite 800
Madison WI
53703
608 827 6755
mike@michaeldubis.com
http://www.michaeldubis.com/
North Carolina Fee-Only CERTIFIED FINANCIAL PLANNER ™ Certificant and Investment
Advisor
Jeff Seymour CFP ® B.Sc. Eng.
Triangle Wealth Management LLC
201 Shannon Oaks Circle, Suite 200
Cary, NC 27511
919 654 7321
www.doctorwealth.com
www.triwealth.com
jeff.seymour@triwealth.com
Oregon Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Russell D. Francis, CPA, CFP ®
Portland Financial Advisors, Inc.
12655 SW Center Street
Beaverton, OR 97005
503-684-6116
www.pdxadvisors.com
russ@pdxadvisors.com
Tennessee Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor
Dianne Berry MBA CPA CFP®
Berry Financial Services Inc
1633 Kimbrough Park Place
Germantown, TN 38138
901-757-4447
www.berryfs.com
dberry@berryfs.com
Wisconsin Fee-Only CERTIFIED FINANCIAL PLANNER ™ Professional and Investment Advisor
Michael Dubis CFP ®
Michael A. Dubis Financial Planning LLC
10 East Doty St Suite 800
Madison WI
53703
608 827 6755
mike@michaeldubis.com
http://www.michaeldubis.com/
Resources
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