Is an investors perfect storm brewing? If youre not careful, it could sweep your wealth away. Long-dormant inflation looks to be catching fire. A stock market in overdrive may crash and burn for years. And taxes to fund deficits and social programs look to be rising to punishing levels not seen in a generation. This triple threat could mean a financial apocalypse from which many investors wont ever recover.
Getting straight talk on smart wealth management has never been more critical. With Social Security and Medicare tracking to go belly-up in a few short years, there will be dire consequences for millions. Already-retired boomers, living far longer than ever expected, will strain government resources and risk running out of money. Who will pay for it all? Without smart planning, your taxes may rise to confiscatory levels, sapping net worth and lifestyle quality. Your retirement lifestyle and legacy for your kids could get crushed. Some may never be able to retire.
Investors and savers of every age and stripe will want to pay careful attention to the concentrated wisdom in this book and take proactive steps to protect themselves while theres still time.
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The Coming Wealth Storm--The Many Risks You Face and Why You Need This Book |
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3 | (6) |
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The Social Security and Medicare Crisis |
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9 | (10) |
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The Government Debt Crisis |
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19 | (10) |
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The Coming Tax Storm--Will There Be Massive Tax Hikes on Wealth Holders |
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29 | (14) |
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The Changing World Crisis |
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43 | (14) |
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The Bernie Madoff/Bad Advisor Risk |
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57 | (10) |
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67 | (6) |
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The Hyperinflation Risk & Inflationary Storm Crisis |
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73 | (8) |
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The COVID Stock Bubble: Is a Mother of All Stock Bubbles Brewing? |
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81 | (14) |
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Putting All Together--Your Total Risk Profile |
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95 | (8) |
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Your Countermeasures & Solutions |
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Charting Your Path to Financial Salvation: A Big Picture Game Plan to Survive the Storm |
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103 | (6) |
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Estate Planning for Protection and Control |
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109 | (12) |
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Advanced Asset Protection for Successful Families |
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121 | (14) |
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Converting Avoidable taxes to Family Net Worth |
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135 | (6) |
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Converting Income Tax to Family Wealth |
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141 | (14) |
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Converting Estate Tax to Family Wealth |
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155 | (10) |
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Controlling Other Expensive Taxes |
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165 | (6) |
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Investment Strategies to Prosper in the Storm |
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171 | (22) |
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Retirement Income Planning--The Critical Path You Can't Afford to Miss |
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193 | (16) |
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The Holy Grail Screening for Smart Advisors You Can Trust |
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209 | (24) |
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It's Your Wealth Ship, Captain! |
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233 | (4) |
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237 | (16) |
| Index |
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253 | |
Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, hes repeatedly earned top advisor accolades from Barrons, Forbes, Bloomberg and many others. With a masters and PhD in Financial Planning, hes completed the CFP®, ChFC®, CLU®, CFS®, BCM, and gold-standard CFA® investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Laws Master of Tax Law graduate program.
Steven James Lee is a lecturer at California State Polytechnic University, Pomona. His research interests include fraud and misconduct in financial services. Dr. Lee won the best paper award for risk management and insurance at the CFP Boards Academic Research Colloquium in 2019. His work has been featured in MarketWatch, Nerds Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority.
Jerusha Lee is currently pursuing her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy & Evaluation at Claremont Graduate University. Her research focuses on the impact of political affiliation and financial incentives on economic decision-making. In addition to continuing research, she teaches macroeconomics, microeconomics resources for decision-making, economic concepts for business decision-making, and business analytics.
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