101 Financial Planner's Questions and Answers: Do your own plan. Save $3,000 Every Year

By Dan Keppel

How much should I save/invest? And where should I invest? Who should I trust to invest my money? Don't I need an advisor? How much will I need in retirement? What assets do I need? Where can I obtain unbiased advice? What do I do if I don't have time to research investments? How can I invest with no commissions, fees or loads? How can I protect my assets legally? How can I avoid taxes? Where can I get the money to invest? I can't budget. Can I make investing automatic? I can't remember to do it. And many more . . . $250 a month becomes $2,000,000 Unfortunately, high school does not teach us what we REALLY know about building wealth. Most people spend more time planning a vacation than planning for a secure future. I will show you what we really know about building wealth. You are better off building wealth by yourself-saving $3,000 every year in fees, commissions and loads. Over time, you can add an extra $500,000 to your wealth by cutting out the middle persons. Take advantage of a special IRS account that I call a "Wealth ReserveTM ". It can provide a tax-FREE income source all your life. This account is your own "lifestyle" security. No matter what happens to your employers' pensions or Social Security, you have an income for life. Income taxes will climb because the size of government obligations will never shrink. Ten years of tax cuts and two wars have to be paid for by someone. Just not you.

• Format: Paperback
• Language: English
• ISBN: 1469990563
• ISBN13: 9781469990569
• Release Date: February 2012
• Publisher: Createspace Independent Publishing Platform
• Length: 206 Pages
• Weight: 0.62 lbs.
• Dimensions: 0.4" x 6.0" x 9.0"