Keep Your Assets. Take My Advice.

It Is Easier to Climb out of a Shallow Hole

Business & Finance, Personal Finance, Investing, Finance & Investing
Cover of the book Keep Your Assets. Take My Advice. by Rick Johnson CASL CFP CMFC RFC, iUniverse
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Author: Rick Johnson CASL CFP CMFC RFC ISBN: 9781440126949
Publisher: iUniverse Publication: March 18, 2009
Imprint: iUniverse Language: English
Author: Rick Johnson CASL CFP CMFC RFC
ISBN: 9781440126949
Publisher: iUniverse
Publication: March 18, 2009
Imprint: iUniverse
Language: English

Never Fall Victim to Wall Street Again

Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you.

You will learn:

The 20%/65% rule of investing in both bear and bull markets.

When and why to move your investments to cash.

Why agency relationships and suitability are a far cry from fiduciary responsibility.

How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option.

A way to pay off your 30-year mortgage in ten or eleven years.

How you can get rid of credit card debt in months, not years.

Why segmenting your money and using principal for income may put you in a lower tax bracket.

How to do a background check on your financial advisor annually.

What to look out for in regard to outlandish performance claims by financial advisors.

The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

Never Fall Victim to Wall Street Again

Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you.

You will learn:

The 20%/65% rule of investing in both bear and bull markets.

When and why to move your investments to cash.

Why agency relationships and suitability are a far cry from fiduciary responsibility.

How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option.

A way to pay off your 30-year mortgage in ten or eleven years.

How you can get rid of credit card debt in months, not years.

Why segmenting your money and using principal for income may put you in a lower tax bracket.

How to do a background check on your financial advisor annually.

What to look out for in regard to outlandish performance claims by financial advisors.

The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.

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