Suggested Topics within your search.
Suggested Topics within your search.
- Finance, Personal
- Investments 5
- Debt 3
- Loans, Personal 3
- Portfolio management 3
- Aging 2
- Autonomy 2
- Consumer education 2
- Economic aspects 2
- Living alone 2
- Planning 2
- Retirement 2
- Accounting 1
- Admission 1
- Adult 1
- Adultes 1
- Adulthood 1
- Bookkeeping 1
- Business enterprises 1
- Business mathematics 1
- Business records 1
- College preparation programs 1
- Economic conditions 1
- Economics 1
- Employee stock options 1
- Finance 1
- Financial planners 1
- Financial planning industry 1
- Investment advisors 1
- Older people 1
Search alternatives:
rain » brain (Expand Search), train (Expand Search), main (Expand Search)
btrain » btbrain (Expand Search), bttrain (Expand Search), btmain (Expand Search), brain (Expand Search), train (Expand Search)
bbrain » bbbrain (Expand Search), bbtrain (Expand Search), bbmain (Expand Search), brain (Expand Search)
tbbbtrain » tbbbtbrain (Expand Search), tbbbttrain (Expand Search), tbbbtmain (Expand Search), tbbbrain (Expand Search), tbbtrain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbtrain (Expand Search), btttbmain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbtrain (Expand Search), sbttttbmain (Expand Search)
stbrain » stbbrain (Expand Search), stbtrain (Expand Search), stbmain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbttrain (Expand Search), sbbbtmain (Expand Search), sbbbrain (Expand Search), sbbtrain (Expand Search)
sbbbrain » sbbbbrain (Expand Search), sbbbtrain (Expand Search), sbbbmain (Expand Search), sbbrain (Expand Search)
strain » stbrain (Expand Search), sttrain (Expand Search), stmain (Expand Search), train (Expand Search)
sbbrain » sbbbrain (Expand Search), sbbtrain (Expand Search), sbbmain (Expand Search), sbrain (Expand Search)
sbrain » sbbrain (Expand Search), sbtrain (Expand Search), sbmain (Expand Search), brain (Expand Search)
tmain » main (Expand Search), train (Expand Search)
tstmain » tsmain (Expand Search), tstrain (Expand Search)
btttmain » bttmain (Expand Search), btttrain (Expand Search)
sttmain » stmain (Expand Search), sttrain (Expand Search)
sbtmain » sbmain (Expand Search), sbtrain (Expand Search)
sbbbbbtmain » sbbbbbmain (Expand Search), sbbbbbtrain (Expand Search)
bmain » main (Expand Search), brain (Expand Search)
sbmain » smain (Expand Search), sbrain (Expand Search)
sbbbbbmain » sbbbbmain (Expand Search), sbbbbbrain (Expand Search)
barmain » bargain (Expand Search)
tbbpain » tbbrain (Expand Search), tbpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
sbbbbbbbpain » sbbbbbbbrain (Expand Search), sbbbbbbpain (Expand Search)
again » amain (Expand Search)
gain » main (Expand Search)
sbtttpain » sbttpain (Expand Search), sbtttrain (Expand Search)
tpain » pain (Expand Search), train (Expand Search)
rain » brain (Expand Search), train (Expand Search), main (Expand Search)
btrain » btbrain (Expand Search), bttrain (Expand Search), btmain (Expand Search), brain (Expand Search), train (Expand Search)
bbrain » bbbrain (Expand Search), bbtrain (Expand Search), bbmain (Expand Search), brain (Expand Search)
tbbbtrain » tbbbtbrain (Expand Search), tbbbttrain (Expand Search), tbbbtmain (Expand Search), tbbbrain (Expand Search), tbbtrain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbtrain (Expand Search), btttbmain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbtrain (Expand Search), sbttttbmain (Expand Search)
stbrain » stbbrain (Expand Search), stbtrain (Expand Search), stbmain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbttrain (Expand Search), sbbbtmain (Expand Search), sbbbrain (Expand Search), sbbtrain (Expand Search)
sbbbrain » sbbbbrain (Expand Search), sbbbtrain (Expand Search), sbbbmain (Expand Search), sbbrain (Expand Search)
strain » stbrain (Expand Search), sttrain (Expand Search), stmain (Expand Search), train (Expand Search)
sbbrain » sbbbrain (Expand Search), sbbtrain (Expand Search), sbbmain (Expand Search), sbrain (Expand Search)
sbrain » sbbrain (Expand Search), sbtrain (Expand Search), sbmain (Expand Search), brain (Expand Search)
tmain » main (Expand Search), train (Expand Search)
tstmain » tsmain (Expand Search), tstrain (Expand Search)
btttmain » bttmain (Expand Search), btttrain (Expand Search)
sttmain » stmain (Expand Search), sttrain (Expand Search)
sbtmain » sbmain (Expand Search), sbtrain (Expand Search)
sbbbbbtmain » sbbbbbmain (Expand Search), sbbbbbtrain (Expand Search)
bmain » main (Expand Search), brain (Expand Search)
sbmain » smain (Expand Search), sbrain (Expand Search)
sbbbbbmain » sbbbbmain (Expand Search), sbbbbbrain (Expand Search)
barmain » bargain (Expand Search)
tbbpain » tbbrain (Expand Search), tbpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
sbbbbbbbpain » sbbbbbbbrain (Expand Search), sbbbbbbpain (Expand Search)
again » amain (Expand Search)
gain » main (Expand Search)
sbtttpain » sbttpain (Expand Search), sbtttrain (Expand Search)
tpain » pain (Expand Search), train (Expand Search)
-
1
Taxes and Tax Benefits Meridian Education Corporation.
Published 2011Streaming video (Wentworth users only)
Electronic Video -
2
-
3
-
4
Managing Concentrated Stock Wealth : an Advisor's Guide to Building Customized Solutions.
Published 2015Table of Contents: “…Chapter Note -- Appendix -- PART II: GIFTS -- CHAPTER 7 Gifts to Family -- Transfer Taxes -- Income Tax Leverage -- Special Rules on Employer Stock -- Transfer Structures -- Gifts Under the Uniform Transfers to Minors Act -- Minorâ#x80;#x99;s Trust -- Intentionally Defective Grantor Trusts -- Family Limited Partnerships -- Gaining Psychic Distance -- CHAPTER 8 Nonqualified Stock Options: Gifts to Family -- Investment Leverage -- Tax Leverage -- Timing and Valuation -- CHAPTER 9 Gifts to Charity -- Tax Savings -- The Cost of Charitable Gifts -- Special Income Tax Considerations -- Loss Positions -- Short-Term Gains -- Seasoned Incentive Stock Option Stock -- Low-Basis Shares -- IRA Assets -- Tangible Personal Property -- Structures for Charitable Gifts -- Direct Gifts -- Donor-Advised Funds -- Private Foundations and Supporting Organizations -- A Word of Caution -- Appendix: Key Characteristics of Charitable Vehicles -- CHAPTER 10 Charitable Trusts -- The Charitable Remainder Trust -- Tax Requirements and Opportunities -- Tax Deferral -- Coordinating a CRT with the Clientâ#x80;#x99;s Financial Plan -- The Charitable Lead Trust -- CHAPTER 11 Nonqualified Stock Options: Gifts to Charity -- The Charitable Gift -- Mismatches of Valuation and Timing -- Why Bother? …”
Full text (Wentworth users only)
Electronic eBook -
5
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
Full text (Wentworth users only)
Electronic eBook -
6
Digital wealth : an automatic way to invest successfully / Simon Moore.
Published 2016Table of Contents: “…Longer-Term Mean ReversionAssessing Tilts in a Portfolio Context; Notes; Chapter 15 Establishing a Tax-Efficient Portfolio; Tax Shelters; Tax Efficiency for Retirement; Tax Efficiency for College; Tax Efficiency for Giving; Tax-Efficient Asset Placement; Tax Loss Harvesting; Offsetting Gains with Losses; The Principal of Tax Deferral; How Tax Loss Harvesting Works; Challenges of Implementing Tax Loss Harvesting; Conclusion; Chapter 16 The Value of Rebalancing and Glidepaths; Rebalancing Keeps a Portfolio on Course; Tiered Rebalancing; Glidepaths; Notes; Chapter 17 How to Manage a Market Crash.…”
Full text (Wentworth users only)
Electronic eBook -
7
-
8
Personal Finance QuickStart Guide The Simplified Beginner's Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom.
Published 2020Table of Contents: “…Permanent Life Insurance -- Annuities -- Disability Insurance -- Property and Casualty, Health, and Umbrella -- Long-Term Care Insurance -- Life Insurance Strategies -- | 11 | Taxes -- Tax Facts -- Retirement as a Source of Tax Savings -- Mortgage Interest Deduction -- Health Savings Accounts (HSAs) -- Capital Gains vs. …”
Full text (Wentworth users only)
Electronic eBook -
9
The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell.
Published 2018Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
Full text (Wentworth users only)
Electronic eBook -
10
The conceptual foundations of investing : a short book of need-to-know essentials / Bradford Cornell, Shaun Cornell, Andrew Cornell.
Published 2018Table of Contents: “…Managed Investment Funds and FeesTaxes; Income Versus Capital Gains; Realized Versus Unrealized Gains and Losses; Conceptual Foundation 6; 7 Can History Be Trusted?…”
Full text (Wentworth users only)
Electronic eBook -
11
Managing Your Money Meridian Education Corporation.
Published 2010Streaming video (Wentworth users only)
Electronic Video -
12
-
13
-
14
-
15
The essential retirement guide : a contrarian's perspective / Fred Vettese.
Published 2015Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
Full text (Wentworth users only)
Electronic eBook -
16
The essential retirement guide : a contrarian's perspective / Fred Vettese.
Published 2015Table of Contents: “…; The verdict; The consequences of not insuring LTC -- Putting It All Together: New wealth targets; Buffers -- Picking a Savings Rate: Historical performance; Lessons learned; What the future holds; Generalizing the results -- Optimizing Your Savings Strategy: The goal; Strategy 1--Simple; Strategy 2--Simple Lifecycle approach; Strategy 3--Modified Lifecycle; Strategy 4--Variable contribution; Strategy 5--The SMART approach; The Third Lever; Methodology -- A Gentler Approach to Saving: Path 1--Pain now, gain later on; Path 2--Smooth and steady improvement; A comparison in dollar terms -- Rational Roulette: Call to action; Watch out for your children.…”
Full text (Wentworth users only)
Electronic eBook -
17
CFP Board financial planning competency handbook / CFP Board.
Published 2015Full text (Wentworth users only)
Electronic eBook -
18
Master Your Finances : the art of building wealth.
Published 2017Table of Contents: “…The power of holding cash in an emergency fundPlanning and insurance; Shortfalls between debt owed and value of asset; Banking your profits; What about taxes?; Conclusion; Action items; Chapter 6: Dealing with over-indebtedness; Defining debt; Effects of over-indebtedness; Emotional and mental stress; Relationships are strained; Wealth and security diminish; There is a way out; Recognise there is a problem; Take ownership of the reality; Resolve to recover from this situation; Get educated on the options available; Action items; Chapter 7: What you earn; Defining earnings.…”
Full text (Wentworth users only)
Electronic eBook -
19
-
20
Managing Assets and Payroll Accounting Fundamentals / Films for the Humanities & Sciences.
Published 2014Streaming video (Wentworth users only)
Electronic Video