Charting Your Path to Financial Salvation: A Big Picture Game Plan to Survive the Storm

Jeff Camarda (), Steven James Lee () and Jerusha Lee ()
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Jeff Camarda: Family Wealth Education Institute
Steven James Lee: California State Polytechnic University
Jerusha Lee: Claremont Graduate University

A chapter in The Financial Storm Warning for Investors, 2021, pp 103-107 from Springer

Abstract: Abstract Part II of this book focuses on the tools, techniques, and strategies you will need to survive all the dangers to your wealth discussed in Part I. First, we begin with estate planning, teaching you how to efficiently transfer your wealth from generation to generation while largely avoiding taxes. Next, we discuss asset protection designed to shield you from losses such as those from lawsuits, theft, and natural disasters. Then, we dive into building family wealth while emphasizing income and payroll taxPayroll taxes mitigation. After that, we cover ways you can retire more efficiently without consulting salary online calculators. We close Part II with two themes: The warning signs you should heed when hiring a financial advisor, and the need for a lifelong commitment to your own financial education.

Keywords: Estate planning; Asset protection; Family wealth building; Financial advisor; Financial education (search for similar items in EconPapers)
Date: 2021
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-030-77271-0_11

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DOI: 10.1007/978-3-030-77271-0_11

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