Living Richly: Seizing the Potential of Inherited Wealth - Softcover

Salzer, Myra; Hamilton, Greg I.

Softcover

ISBN 10: 0976865718 ISBN 13: 9780976865711

Publisher: Legacy Publications, LLC, 2010

Synopsis

An organic companion for those seeking to harness personal potential and overcome traps and burdens associated with an inheritance. This book is the go-to guide for conquering these obstacles by focusing on how to integrate with, take control over and preserve wealth, to live a fulfilling life and leave a lasting legacy. Keeping the emphasis on emotional well-being, Living Richly urges readers to uncover their true potential to align their self-worth with their net-worth.

About this title

About the Author

Regularly listed among the country's top financial advisors by Worth magazine, Myra Salzer is the founder and president of The Wealth Conservancy, Inc. After founding the firm in 1983, Salzer began specializing in fee-only financial planning as a wealth coach and inheritor s advocate. Her specialty is 'interior finance,' or the personal aspects of inherited wealth. She published The Inheritor s Sherpa: A Life-Summiting Guide for Inheritors in 2005. In 2008, she developed TIES (The Inheritor's Empowerment System), a series of nine steps for inheritors who want to harness the potentials of their wealth and realize their greatest life ambitions. A member of the National Association of Personal Financial Advisors (NAPFA), Salzer is a frequent speaker at conferences in the field of financial services. She has been profiled and consulted in several financial journals and she co-facilitates periodic workshops to help inheritors engage their wealth toward their personal potential. Before entering the financial services industry, Salzer earned a degree in chemical engineering and worked for major corporations in that field. She later became a Certified Financial Planner professional. She also founded a software company, Executor's Resource, to provide estate management and settlement products to executors and other financial advisors. For advancements in the software industry, particularly the development of EstateLogic, Salzer was named Financial Planning Magazine's 'Technology Wizard' in their 2010 Innovator Awards. Salzer has two grown daughters and lives in the foothills of the Rocky Mountains with her husband and dogs. Salzer can be reached through her firm's website, TheWealthConservancy.com.

Edition details

• Publisher: Legacy Publications, LLC
• Publication date: 2010
• ISBN 10: 0976865718
• ISBN 13: 9780976865711
• Binding: Paperback
• Language: English
• Edition number: 1
• Number of pages: 167