Peterson Money Books
The Challenge of WEALTH
Managing the Joys, Responsibilities, and Opportunities, by Erlend Peterson, CFP | Meet Erlend | Buy Book

Wealth Preservation



After you have accumulated wealth, the next step is to preserve it. As you approach retirement, wealth preservation is all important. Retirement is all about enjoying life, being with family and friends, helping people when you can, and maybe giving back to your community.

Wealth preservation done well will keep your assets growing and producing income through your lifetime and perhaps for generations to come.

Carl was already working with charities and foundations and, therefore, could observe the strategies they used for wealth preservation.

After his father died, Joe Jr. was faced with the problem of what was best for him, his mother and his sister. They needed wealth preservation. It all hinged on the company his father owned and built. Now what was the best thing to do to preserve their wealth?

The strategies that work for wealth preservation are all discussed throughout this book.

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…



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Peterson Money Books
Book: The Challenge of WEALTH, by Erlend Peterson, CFP
Managing the Joys, Responsibilities, and Opportunities


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