Verkauf durch Sack Fachmedien

Henry / Swammy

Building a Bridge into the Future

Wealth Planning Scenarios for Everyone

Medium: Buch
ISBN: 978-3-030-56016-4
Verlag: Springer Nature Switzerland AG
Erscheinungstermin: 13.08.2025
vorbestellbar, Erscheinungstermin ca. August 2025

This book provides a framework to help make individual wealth management accessible to all people, especially those without access to professional financial planning resources. Taking into consideration generational differences in investment priorities and alternative investments, recent shifts in technology and their consequences, as well as unique characteristics of the contemporary workforce, this book delineates the concepts, terminology, and techniques essential to wealth management, and provides a framework for readers to develop a robust and adaptable financial plan of their own. Specifically, the book considers companies that align themselves with sustainability, the environment, and creating a social consciousness footprint, helping readers understand what they need to know to develop a wealth planning strategy that meets their unique needs. It also examines the intersection between modern technology and the economy by considering new financial technologies, such as cryptocurrencies. Lastly, it provides insight on planning for long-term care, which is a major issue facing families as they care for aging family members.


Produkteigenschaften


  • Artikelnummer: 9783030560164
  • Medium: Buch
  • ISBN: 978-3-030-56016-4
  • Verlag: Springer Nature Switzerland AG
  • Erscheinungstermin: 13.08.2025
  • Sprache(n): Englisch
  • Auflage: 1. Auflage 2025
  • Produktform: Gebunden, Book
  • Format (B x H): 155 x 235 mm
  • Ausgabetyp: Kein, Unbekannt
Autoren/Hrsg.

Autoren

Introduction.- Chapter 1. What is Wealth Management?.- Chapter 2. Constructing Your Financial Plan.- Chapter 3. A Review of Traditional Wealth Management Products.- Chapter 4. Retirement Plans.- Chapter 5. Multigenerational Planning.- Chapter 6. Special Purpose Accounts.- Chapter 7. Special Needs Accounts.- Chapter 8. An Introduction to Insurance.- Chapter 9. Alternative Investments Part I: Hard Assets and Alternative Investments.- Chapter 10. Alternative Investments Part II: Precious Metals and Cryptocurrency.