Managing to Be Wealthy FROM THE PUBLISHER
How can you manage to be wealthy?
Do you ever wonder why your paycheck never seems to be enough whether you're
making $50,000 or $150,000? Many of us struggle to make ends meet regardless
of our income level. In Managing to Be Wealthy, John Sestina, a 30-year
veteran and visionary founder of fee-only financial planning, shows you how
to put together a financial plan using sensible, proven, low-risk investing
techniques. Let John Sestina show you the secrets the pros use to start
managing to be wealthy today.
Some of the tips revealed inside Managing to Be Wealthy:
*How to use the right tools to save a bundle on taxes
*Why your house may not be such a good investment
*Why everyone needs to have his or her own business
*What you should be asking your financial advisor
About the Author
John Sestina, CFP, ChFC, has been a top financial planner in private
practice since 1965. He created The Sestina Network for Fee-Only Financial
Planning Professionals to make high-quality financial advice more accessible
to consumers at all income levels. In addition to his private practice, Mr.
Sestina teaches at The Ohio State University and is cofounder of the
National Association of Personal Financial Advisors (NPAFA). He has been
featured in The Wall Street Journal, Kiplinger's Personal Finance, USA
Today, Newsweek, Bloomberg, and others.
SYNOPSIS
Getting started, maintaining momentum, maximizing investment returns and
minimizing the tax bite is a daunting task. Novice or seasoned - Certified
Financial Planner John Sestina provides the information to move investors to
the next level.
S
estina's new book summarizes more than three decades of financial
counseling and training financial advisors to help investors create a
realistic and goal-oriented financial plan. Details on how to get started
and when to do it, complete with time lines and sequences of activities are
included. He addresses the significance of each stage in the planning
process, and points out questions to get answered by professionals. His "big
picture" approach is supported with more than 70 detailed checklists and
calculations to keep investors on track. Sestina addresses:
* financial concepts needed to get started
* how to identify where you are and where you want to go
* the importance of big goals and how to achieve them--retirement,
education, home ownership
* strategies to manage risk with insurance
* investment allocations, tax reduction and estate planning issues
* how to find a good financial advisor
FROM THE CRITICS
Gary R. Greenbaum
John Sestina is a legend in our industry and his book is a gem. If you earn
about $50,000 per year, Managing to Be Wealthy will benefit you. You will
not need a computer since this book is your financial plan. John's folksy
style is easy to read. There are lots of practical worksheets. This book is
a "how-to" guide to financial independence. John debunks some myths, and
makes sense of the complex financial world we live in today.(Gary R. Greenbaum,
CFA, CFP, CIMA President Greenbaum and Orecchio, Inc., Wealth Management Services)
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