Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those hardworking, successful individuals and families who have managed to accumulate $500,000 to $...

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with Alexander Hamilton’s financial programs in 1790 and ends with t...

There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it's a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing with the government and paying the biggest tax bill they will ever see.The Success Tax that I am referring to is the tax that we all pay if we are successful in our investing and have assets...

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday. Everything from pursuing the kind of career you wa...

If you want to get to know the truth about someone, just take a look in their checkbook. Wherever their love is, that is where their money is going. From the novice to the sophisticated planner or investor there are tips, techniques and methods to improve the financial lives of those you love.

WE ARE ALL LOOKING FOR AN ANSWER. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better. Investing is no different. To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. 7 Steps takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment ...

Real-Life Financial Advice for Your Fiscal FutureSo you’ve finished school and found your first well-paid job. Congratulations! Now don’t squander it! With real money flowing into your account for the first time, it’s easy to embrace those new preapproved credit cards or to buy that new car you’ve been dreaming about. But without a solid understanding of your financial future, you risk losing everything you’ve worked for.Many of us—and not just those starti...

The key to a happy retirement may be . . . not retiring. Work because you want to, not because you have to, to achieve balance, health, and purpose in your life after full-time employment.The rules of retirement have changed and there’s more at risk than ever. People are living longer and have to finance as many years in retirement as they had in their entire working career. So what will thirty or forty years, or more, in retirement look like for you?The ol...

The Fit Financial Approach features information and direction on how to improve one’s life in two of the most important areas: health and wealth.The fit are getting fitter; the fat are getting fatter. Americans’ have waistlines that are too big and retirement accounts that are not big enough. The amount of information, both factual and misleading, is overwhelming. The good news – the fix is the same for both the health and wealth problems people face. The ...

In an age of social media illusions, skyrocketing education costs, and rapid technological change, young people are constantly told to "follow their passion." What they are rarely taught is how to turn that passion into a sustainable life. The result is often student debt, stalled careers, financial dependence, and years of uncertainty. In Unscrew Your Kids: A Field Guide to Building Real-World Readiness in the Age of Instagram and AI, financial advisor and mentor Dmitry Matousov delivers ...

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex financial conversations with your aging mother or father well in advanc...

After two divorces (and the financial ramifications they entail) Calvin Bennett just wants to be free. As a wealth management executive, he is well equipped to steer himself back to financial stability but quickly comes to realize that he is not the only one struggling. Many of the people in the Lakes, his townhouse complex, are in similar situations. As Calvin helps his neighbours, he learns more about what financial freedom actually means and comes to see what is truly important....