Taxes – Part 1: Introduction
Asset Protection – Part 2: Moats
Estate Planning – Part 1: Introduction
After countless conversations with family, friends and clients over the past two decades, I have found a visual checklist to be the best tool for helping people understand the basics of estate planning. This technique allows both the clients and the estate planning professionals to quickly evaluate a situation and determine a person or couple’s needs.
Taxes – Part 2: Income Tax
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Burton Malkiel
I wish I had read this book in college.
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The Richest Man in Babylon by George Clason
This is a classic! An easy read.
The Richest Man in Bablyon has 7 basic principles:
1) Start thy purse to fattening – save/invest
2) Control thy expenditures – watch out for self serving brokers
3) Make thy gold mutiply – use powerful investments
4) Guard thy treasures from loss – watch out for brokers with
their hot tips.
5) Make of thy dwelling a profitable investment – rental properties, your own home—but stay within your means.
6) Insure a future income – do work that you love to do. Become excellent at it.
7) Increase thy ability to earn – education never stops. Keep reading good books like this one,