Fr. 59.50

Sudden Money - Managing a Financial Windfall

English · Hardback

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Informationen zum Autor SUSAN BRADLEY has been a Certified Financial Planner for nearly twenty years. She is the founder of The Sudden Money Center, a research and education company in West Palm Beach, Florida. She speaks, gives seminars and multi-day workshops, and trains financial advisors in the Sudden Money Process. She also designs Sudden Money programs for families, financial service companies, law firms, and corporations. MARY MARTIN , PhD, is a writer living in Palm Beach, Florida. She received her doctorate in applied linguistics from New York University and has been writing and developing curricula for over a decade. Klappentext TURN SUDDEN MONEYTM INTO LASTING WEALTH Maximize your wealth and minimize your stress and confusion with this unique, indispensable guide to handling a sudden financial windfall. Written by nationally recognized financial planner Susan Bradley, Sudden Money provides a complete program for successfully managing newfound wealth. Discover ways to: Stay calm and not make decisions based on your emotions Seek experienced, professional advice Avoid pressure from others Create and execute the best financial plan for you Most important, Sudden Money provides you with easy-to-implement, proven ways to ensure that your financial gains are more than fleeting good fortune. > --Ronni Burns, Wall Street consultant > --Don Phillips, CEO, Morningstar > --Marci Shimoff, coauthor, Chicken Soup for the Soul > --Jennifer Openshaw, CEO, WFN.com, Financial Network for Women Zusammenfassung From inheritances and divorce and insurance settlements to retirement payouts and the most recent phenomenon of stock options! the largest transfer of wealth in the history of America is now taking place. For some! this welcome event is relatively stress-free. Inhaltsverzeichnis What is Sudden Money? The Three Phases of the Sudden Money Process. PHASE ONE. The Decision Free Zone: What It Is and How to Handle It. Feeling Your Windfall: The Chute of Emotions. Search for the Right Financial Planner. Goal Setting. The Reality Check. PHASE TWO. The Risk/Reward Relationship. Stocks. Bonds. Mutual Funds. PHASE THREE. Staying on Track. Estate Planning: Transferring Your Wealth to the Ones You Care Most About. Giving and Sharing. THE SUDDEN MONEY EVENTS. Inheritance. Stock Options. Divorce. When Two Become One. Insurance Settlements. Winning the Lottery. Athletes and Entertainers. Retirement Benefits Package. Appendices. Index....

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