Suggested Topics within your search.
Suggested Topics within your search.
- Finance, Personal
- Investments 6
- Portfolio management 4
- Debt 3
- Loans, Personal 3
- Planning 3
- Retirement 3
- Aging 2
- Autonomy 2
- Consumer education 2
- Economic aspects 2
- Investment advisors 2
- Living alone 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
- Evaluation 1
- Finance 1
- Financial planners 1
- Financial planning industry 1
Search alternatives:
rain » brain (Expand Search), train (Expand Search), pain (Expand Search)
tbrain » tbbrain (Expand Search), tbtrain (Expand Search), tbpain (Expand Search), brain (Expand Search), train (Expand Search)
tbtrain » tbtbrain (Expand Search), tbttrain (Expand Search), tbtpain (Expand Search), tbrain (Expand Search), ttrain (Expand Search), tstrain (Expand Search)
tstbrain » tstbbrain (Expand Search), tstbtrain (Expand Search), tstbpain (Expand Search), tsbrain (Expand Search), tstrain (Expand Search), strain (Expand Search)
tbbbrain » tbbbbrain (Expand Search), tbbbtrain (Expand Search), tbbbpain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbtrain (Expand Search), btttbpain (Expand Search), bttbrain (Expand Search), btttrain (Expand Search)
btrain » btbrain (Expand Search), bttrain (Expand Search), btpain (Expand Search), brain (Expand Search), train (Expand Search), strain (Expand Search)
stttbtrain » stttbtbrain (Expand Search), stttbttrain (Expand Search), stttbtpain (Expand Search), stttbrain (Expand Search), sttttrain (Expand Search), stttstrain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbtrain (Expand Search), sbttttbpain (Expand Search), sbtttbrain (Expand Search), sbttttrain (Expand Search)
sbttttbtrain » sbttttbtbrain (Expand Search), sbttttbttrain (Expand Search), sbttttbtpain (Expand Search), sbttttbrain (Expand Search), sbtttttrain (Expand Search), sbttttstrain (Expand Search)
stbrain » stbbrain (Expand Search), stbtrain (Expand Search), stbpain (Expand Search), sbrain (Expand Search), strain (Expand Search)
sbtttrain » sbtttbrain (Expand Search), sbttttrain (Expand Search), sbtttpain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbttrain (Expand Search), sbbbtpain (Expand Search), sbbbrain (Expand Search), sbbtrain (Expand Search), sbbstrain (Expand Search)
sbbbbrain » sbbbbbrain (Expand Search), sbbbbtrain (Expand Search), sbbbbpain (Expand Search)
sbbbbbttbrain » sbbbbbttbbrain (Expand Search), sbbbbbttbtrain (Expand Search), sbbbbbttbpain (Expand Search), sbbbbbtbrain (Expand Search), sbbbbbttrain (Expand Search)
sbbbbbtrain » sbbbbbtbrain (Expand Search), sbbbbbttrain (Expand Search), sbbbbbtpain (Expand Search), sbbbbbrain (Expand Search), sbbbbtrain (Expand Search), sbbbbstrain (Expand Search)
sbbbbbbrain » sbbbbbbbrain (Expand Search), sbbbbbbtrain (Expand Search), sbbbbbbpain (Expand Search)
sbstrain » sbstbrain (Expand Search), sbsttrain (Expand Search), sbstpain (Expand Search), strain (Expand Search)
stpain » strain (Expand Search), spain (Expand Search)
tbpain » tbrain (Expand Search), tpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbpain » sbbbrain (Expand Search), sbbpain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
bmain » brain (Expand Search)
sbbbbbmain » sbbbbbrain (Expand Search)
sbmain » sbrain (Expand Search)
btpain » bpain (Expand Search), btrain (Expand Search)
sbtttpain » sbttpain (Expand Search), sbtttrain (Expand Search)
tpain » pain (Expand Search), train (Expand Search)
rain » brain (Expand Search), train (Expand Search), pain (Expand Search)
tbrain » tbbrain (Expand Search), tbtrain (Expand Search), tbpain (Expand Search), brain (Expand Search), train (Expand Search)
tbtrain » tbtbrain (Expand Search), tbttrain (Expand Search), tbtpain (Expand Search), tbrain (Expand Search), ttrain (Expand Search), tstrain (Expand Search)
tstbrain » tstbbrain (Expand Search), tstbtrain (Expand Search), tstbpain (Expand Search), tsbrain (Expand Search), tstrain (Expand Search), strain (Expand Search)
tbbbrain » tbbbbrain (Expand Search), tbbbtrain (Expand Search), tbbbpain (Expand Search)
btttbrain » btttbbrain (Expand Search), btttbtrain (Expand Search), btttbpain (Expand Search), bttbrain (Expand Search), btttrain (Expand Search)
btrain » btbrain (Expand Search), bttrain (Expand Search), btpain (Expand Search), brain (Expand Search), train (Expand Search), strain (Expand Search)
stttbtrain » stttbtbrain (Expand Search), stttbttrain (Expand Search), stttbtpain (Expand Search), stttbrain (Expand Search), sttttrain (Expand Search), stttstrain (Expand Search)
sbttttbrain » sbttttbbrain (Expand Search), sbttttbtrain (Expand Search), sbttttbpain (Expand Search), sbtttbrain (Expand Search), sbttttrain (Expand Search)
sbttttbtrain » sbttttbtbrain (Expand Search), sbttttbttrain (Expand Search), sbttttbtpain (Expand Search), sbttttbrain (Expand Search), sbtttttrain (Expand Search), sbttttstrain (Expand Search)
stbrain » stbbrain (Expand Search), stbtrain (Expand Search), stbpain (Expand Search), sbrain (Expand Search), strain (Expand Search)
sbtttrain » sbtttbrain (Expand Search), sbttttrain (Expand Search), sbtttpain (Expand Search)
sbbbtrain » sbbbtbrain (Expand Search), sbbbttrain (Expand Search), sbbbtpain (Expand Search), sbbbrain (Expand Search), sbbtrain (Expand Search), sbbstrain (Expand Search)
sbbbbrain » sbbbbbrain (Expand Search), sbbbbtrain (Expand Search), sbbbbpain (Expand Search)
sbbbbbttbrain » sbbbbbttbbrain (Expand Search), sbbbbbttbtrain (Expand Search), sbbbbbttbpain (Expand Search), sbbbbbtbrain (Expand Search), sbbbbbttrain (Expand Search)
sbbbbbtrain » sbbbbbtbrain (Expand Search), sbbbbbttrain (Expand Search), sbbbbbtpain (Expand Search), sbbbbbrain (Expand Search), sbbbbtrain (Expand Search), sbbbbstrain (Expand Search)
sbbbbbbrain » sbbbbbbbrain (Expand Search), sbbbbbbtrain (Expand Search), sbbbbbbpain (Expand Search)
sbstrain » sbstbrain (Expand Search), sbsttrain (Expand Search), sbstpain (Expand Search), strain (Expand Search)
stpain » strain (Expand Search), spain (Expand Search)
tbpain » tbrain (Expand Search), tpain (Expand Search)
bpain » brain (Expand Search), pain (Expand Search)
sbbbpain » sbbbrain (Expand Search), sbbpain (Expand Search)
sbbbbbbpain » sbbbbbbrain (Expand Search), sbbbbbpain (Expand Search)
bmain » brain (Expand Search)
sbbbbbmain » sbbbbbrain (Expand Search)
sbmain » sbrain (Expand Search)
btpain » bpain (Expand Search), btrain (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
Your Money and Your Life : a Lifetime Approach to Money Management.
Published 2010Table of Contents: “…Colleges Are the Best Bargains; 7. Minimizing the Bites of the Tax Collectors; 8. …”
Full text (Wentworth users only)
Electronic eBook -
8
Grammar of the Wealthy Family Healthy Communication and Constructive Conflict Management.
Published 2022Table of Contents: “…Intro -- Table of Contents -- Introduction: Estate Planning, Tax Planning or Family Planning? -- 1 Communication within the Family -- 2 Communicating about the Present -- 3 Talking about the Future -- 4 Talking about the Past -- 5 Harmony through Constructive Communication in Conflictive Situations -- 6 The Three Steps of Family Planning -- Conclusion: Towards Sustainable Shareholdership and Family Harmony -- About the Authors -- Short Bibliography…”
Full text (Wentworth users only)
Electronic eBook -
9
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 -
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
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 -
12
Quick cash : a guide to raising money during life's planned and unplanned changes / Richard E. Schell.
Published 2004Table of Contents: “…Odd Jobs and Jobs that are Odd -- Using Your Creativity and Talent -- Become a Landlord -- Chapter 7: Find It -- Judgments -- Unclaimed Property -- Buried Treasure -- Part Four: Making the Right Decision -- Chapter 8: Quick Cash Cautions -- Payday Loans -- Scams -- Car Title Loans -- Loan Sharks -- Bargain Sales of Real Estate and Collectibles -- Tax Refund Loans -- Glossary -- Appendix A: Quick Exercises -- Appendix B: Resources -- Appendix C: 50 Fast Ways to Raise Cash -- Appendix D: What Not to Do -- Appendix E: Collectible Checklist -- Index -- About the Author -- Ad Pages -- Back Cover.…”
Full text (Wentworth users only)
Electronic eBook -
13
Managing Your Money Meridian Education Corporation.
Published 2010Streaming video (Wentworth users only)
Electronic Video -
14
-
15
The value of debt in retirement : why everything you have been told is wrong / Thomas J. Anderson.
Published 2015Table of Contents: “…Some Brief Preliminaries: Income versus Incoming MoneyThe Websters: A Tale That Taxes the Imagination; Your De Facto Tax Advisor; An Inconvenient Truth; How to Pay Almost No Taxes in Retirement: A Few More Examples; Everyday Example #5: "Auto" You Not Be Sure You Are Getting the Best Loan?…”
Full text (Wentworth users only)
Electronic eBook -
16
-
17
-
18
-
19
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 -
20
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