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Book Cover
E-book
Author Luna, Rob

Title Close Your Wealth Gap Financial Lessons to Upgrade Your Life
Published Newark : John Wiley & Sons, Incorporated, 2023

Copies

Description 1 online resource (288 p.)
Contents Cover -- Title Page -- Copyright Page -- Contents -- Acknowledgments -- Introduction -- What Is Financial Literacy? -- I'm Just Like You -- It's Up to You -- Part I All About the Wealth Gap and Your Relationship to Money -- Chapter 1 The Wealth Gap -- Who the Gap Affects -- What You Can Do About the Gap . . . -- . . . And How This Book Will Help -- Chapter 2 What Is Your Relationship with Money? -- What Do You Dream Money Will Do for You? -- Money Questions to Ask Yourself -- My Answers to the Money Questions -- Question 1: How Will Money Make Things Better for You?
Question 2: What Void or Problem Is in Your Life Today That Can Be Solved Simply by Having More Money? -- Question 3: What Do You Believe Is the Single Greatest Thing Money Will Do for You? -- Question 4: Do You Believe You Can Be a Billionaire? -- Knowing Your Why -- Part II Financial Boot Camp -- Chapter 3 Starting Today -- Start Today, Not Tomorrow -- The Cost of Waiting -- Where Are You at Today? -- Chapter 4 Managing Your Financial Life in a Dashboard -- Balance Sheet -- Assets -- Liabilities -- Net Worth Statement -- Example: High Net Worth -- Example: Low Net Worth
Example: Negative Net Worth -- Cash Flow Statement -- Managing Your Dashboard Means Controlling Your Life -- Chapter 5 Improving Your Financial Dashboard -- Improving Your Balance Sheet -- Decreasing Your Liabilities -- Increasing Your Assets -- Improving Your Net Worth Statement -- Controlling Your Cash Flow -- Decreasing Your Spending -- Increasing Your Earnings -- Chapter 6 Building Your Financial Roadmap -- The Magic Shortcuts -- The 60/30/10 Rule -- The Rule of 72 -- The 20X Rule -- The 10-Year Bond Rule -- The 30-Year Rule to Becoming a Tax-Free Millionaire -- The 10X Life Insurance Rule
Go for Long-Term Capital Gains -- Invest in Qualified Dividends -- Max Out Your 401(k) -- Harvest Investment Losses -- Use Appreciated Assets for Charitable Contributions -- Use an HSA Health Savings Account -- Use the Gift Tax Annual Exclusion -- Consider Tax-Free Municipal Bonds -- Maximize Business Expenses -- Hire Family Members -- Use Real Estate Tax Advantages -- Chapter 9 Buying or Avoiding Life Insurance and Annuities -- Life Insurance as an Investment? -- Permanent Life Insurance -- Term Life Insurance -- The Misinformation of Annuities -- What Is an Annuity? -- Types of Annuities
Summary Of the Shortcuts -- Part III How to Match Your Investments to Your Needs -- Chapter 7 Managing Your Financial Buckets -- Your Portfolio, Bucketized -- Bucket 1: Conservative Assets -- Bucket 2: Consistent Income -- Bucket 3: Long-Term Growth -- Bucket 4: Risky but High-Reward Assets -- The Art and Science of Managing Your Buckets -- Buckets 1 and 2 Tips -- Buckets 3 and 4 Tips -- 10 Rules to Reduce Risk in Your Buckets -- Chapter 8 Minimizing Taxes -- Minimizing Taxes Based on Asset Location -- Fully Taxable -- Tax Deferred -- Tax Free -- Investing Strategies to Minimize Taxes
Notes Description based upon print version of record
Indexed Annuities
Form Electronic book
ISBN 9781394195626
1394195621