Save your nest egg from the IRSAbout to retire? Over 73 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. It covers:tax strategies before and after retire...

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 ...

With unique and proven strategies for wealth accumulation, More Wealth, Less Taxes is designed for individuals seeking ways to pay lower taxes during their lifetime—especially during retirement.As a veteran in the financial services industry, Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who wants to go from “good” to “great” financially. Filled ...

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 $...

Money is one of the most influential forces in our lives, bringing security, freedom, and happiness but also triggering stress, anxiety, and fear. Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life's decisions involving your DOLLARS is essential. This book provides valuable tools and strategies to know and apply to ultimately achieve financial success. Whether you're just starting your financial journey or ready to retire, this book will...

Money is a powerful tool—it can open doors, create opportunities, and help you achieve your dreams. But managing money wisely is a skill that is best learned early on in order to build smart financial habits for life. Grow Your Dough helps empower teens with financial literacy that can help them now and into the future. The book uses fun and interesting situations to explain the fundamentals of money, what it means to budget, how to save and grow your money, being smart about shopping and ...

When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while continuing to deliver exceptional value to their clients, teams, ...

Money Confidence Starts with the Right MindsetFinancial success isn’t about mastering complex formulas or memorizing rigid rules. You don’t need to know everything about money to build a secure future. If you’ve ever felt overwhelmed or unsure where to start, ask yourself: What do I want my money to do for me? The answer is the vision for your financial strategy, guided by your everyday decisions, mindsets, and habits.Patrick Payne, professor of fi...

Riches Beyond Wealth is not a guide to managing finances; rather, it explores the spiritual truths Jesus taught. When teaching these truths, Jesus often used parables grounded in everyday experiences, making profound lessons relatable. Because of its central role in society, many of Jesus’s parables feature money and economic themes to explain spiritual truths about the kingdom of heaven.On the surface, the title Riches Beyond Wealth echoes a fami...

“A Tax Book You’ll Actually Want to Read” If the words “tax planning” make your eyes glaze over, good news: this book is not your average numbers snoozefest.The Smart Family Tax Guide: 101 Ways to Keep More of What You Earn takes you inside the kitchen-table conversations of real families—laughing, budgeting, side-hustling, and sometimes Googling, “Is that deductible?” Mike M. Nie, CPA and father of four, shares 25+ years of tax wisdom through stor...

"Sophisticated Strategies That Encompass Tax, Investment, and Estate Planning to Grow and Build Generational Wealth" is an authoritative guide designed to empower individuals, families, and financial professionals with the tools and knowledge necessary to achieve long-term financial success. This book delves into the interconnected disciplines of tax optimization, strategic investing, and estate planning, presenting a holistic framework for building and preserving wealth across generations...

Your behaviors, beliefs, and habits around money are holding you back.Financial confidence is hard to come by. Believe it or not, the solution is rarely more money. For the last three decades, author Shannon Ryan (MSPFP, CFP) has had a front-row seat to the financial lives of hundreds of individuals and families. She’s learned that money is emotional—always. Our habits, cultural expectations, past experiences, disappointments, shame, and fears combine to create com...