From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next. While those goals and the challenges we face in achieving them may differ, all of them have certain things in common. Saving, budgeting, managing debt, minimizing taxes and living within your means. These are a few of the 10 Key Wealth Management Issues which come into play (to varying degrees) when working toward specific financial goals. But there's one goal for which success relies on all ten keys coming together in perfect harmony: financial independence, also known as "Point X." No matter how you define it—whether it's a retirement income of $25,000 a year, or an estate worth $250 million—your future financial independence requires that you deal effectively with all ten key issues. And now this book shows you how to get it done, along with the guidance of a trusted advisor.
JOHN J. VENTO is the President and CEO of the certifiedpublic accounting firm, John J. Vento CPA, P.C., and the certifiedfinancial planning firm of Comprehensive Wealth Management, Ltd.Mr. Vento is a New York State Certified Public Accountant (CPA),holds a Master of Business Administration (MBA) in Taxation, and isa Certified Financial Planner (CFP). Today, after nearly threedecades, Vento's practice concentrates on servicing more than 200small-to-midsize businesses, and more than 1,000 individuals. Hisorganization is focused on professional practices, high net-worthindividuals, and those committed to becoming financiallyindependent.
John has been ranked among the most successful advisors of anationwide investment service firm and has held this distinctionsince 2008. He has been an adjunct professor at St. Francis Collegeas well as Wagner College. He has been the keynote speaker atvarious seminars and conferences throughout the United States thatfocus on tax and financial strategies that create wealth. He alsolectures on investing and financial planning throughout New YorkCity as part of the New York Public Library's initiative onfinancial literacy.
外文書商品之書封，為出版社提供之樣本。實際出貨商品，以出版社所提供之現有版本為主。部份書籍，因出版社供應狀況特殊，匯率將依實際狀況做調整。
無庫存之商品，在您完成訂單程序之後，將以空運的方式為你下單調貨。為了縮短等待的時間，建議您將外文書與其他商品分開下單，以獲得最快的取貨速度，平均調貨時間為1~2個月。
為了保護您的權益，「三民網路書店」提供會員七日商品鑑賞期(收到商品為起始日)。
若要辦理退貨，請在商品鑑賞期內寄回，且商品必須是全新狀態與完整包裝(商品、附件、發票、隨貨贈品等)否則恕不接受退貨。
