Challenge of Wealth • about the book • table of contents • buy the book • meet erlend Book Excerpts • financial independence • residual income • financial security • wealth accumulation • wealth management • wealth preservation Resources |
About The Challenge of Wealth
Learning Center • financial tips • cash reserves • insurance • savings accounts • growth investments • taxes • retirement • estate planning  |
This book completely covers wealth management, investing, taxes and estate planning.Wealth is wonderful. It is the result of meeting the challenges of life and accepting the natural abundance that follows. Wealth provides financial independence and financial security. With proper wealth management, your residual income is guaranteed.
The Challenge of Wealth carefully and thoroughly defines the three experts you need to successfully help you manage your wealth. Together they will assist you with your wealth accumulation and wealth preservation. The three advisors are: A financial advisor to manage your investments, a tax advisor to control your taxes, and an estate attorney to help you distribute and preserve your assets, perhaps for generations to come.
With these advisors, you can enjoy your wealth while you fulfill the obligations and responsibilities that come with it.
The Challenges
• Wealth is not "a lot of money."
• Wealth is:
• Ownership of many good investments, many valuable assets.
• The happiness that comes with good friends
• The joy of daily living.
• The ability to help build your community.
• The satisfaction of doing what you can.
Meeting the Challenges
Wealth is a large part of the American Dream. Freedom is another large part of our Dream. With wealth comes an extra level of freedom. The freedom to come and go, to do or not to do, and the freedom to use your time, your experience and your resources in ways that bring happiness and satisfaction to you and those around you.
With increasing wealth comes increasing responsibility for the stewardship and use of that wealth. That is the challenge of wealth, and that is what this book is all about. May it help you achieve in all these areas.
Now there are almost eight million millionaires in America. As has been demonstrated over and over again by movie stars, athletes, business owners, executive, investors, and inheritors (heirs), having money does not mean you know how to keep it and manage it. That is a challenge that most of us are not trained for, or prepared to meet. Protecting and preserving your wealth is of utmost importance. That is not just so that you can have an easy life, but so that you can do and continue to do the useful and valuable things that you can do with money.
The other challenge is to live a satisfying, useful and happy life.
Presented here are many of the situations and challenges you will face in managing your wealth. First, there are your immediate financial needs to sustain your lifestyle. Next, there are your longer term needs to maintain and grow your wealth. Finally, there is your desire to support and give to others and to charities, because you can.
The Challenge of Wealth is divided into five parts:
Part I. Assets, Cash Flow and Income.
Part II. The Safety of Your Assets. The Control and Planning of Your Taxes.
Part III. Your Income Investments, Growth Investments and Your Insurance.
Part IV. Sudden Wealth, Lifestyle and Retirement.
Part V. Trust, Gifts, Charities and Foundations.
The Challenge of Wealth is $19.95. Shipping and handling is $5.00 for the first book and $1.00 for each additional book per order. Buy now…
Peterson Money Books
Book: The Challenge of WEALTH, by Erlend Peterson, CFP
Managing the Joys, Responsibilities, and Opportunities
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