Wealthy and Wise: A Practical Guide to Help Physicians Protect Their Assets, Maximize Their Estates, and Retire Happy

Jankowski, Michael

ISBN 10: 1539589412 / ISBN 13: 9781539589419

Published by CreateSpace Independent Publishi, 2017

About this Item

Light edge wear. Open Books is a nonprofit social venture that provides literacy experiences for thousands of readers each year through inspiring programs and creative capitalization of books.

Seller Inventory # mon0000807331

Bibliographic Details

• Title: Wealthy and Wise: A Practical Guide to Help Physicians Protect Their Assets, Maximize Their Estates, and Retire Happy
• Publisher: CreateSpace Independent Publishi
• Publication Date: 2017
• Language: English
• ISBN 10: 1539589412
• ISBN 13: 9781539589419
• Binding: paperback
• Condition: Very Good

About this title

Synopsis

It’s never too late to prepare for your financial future. Now, financial expert Michael Jankowski is here to educate you with his new guide to investments, taxes, estate planning, and asset protection.

Understanding the risks to the stock market is crucial to achieve your financial goals, and is why it is covered initially in Michael’s publication. He will show you the ins and outs of the market and how different events can have significant effects on your portfolio. Michael shows how financial disasters could affect you—and how to minimize that risk.

Additionally, Michael will emphasize how important taxes become once you are retired. They will be the largest expense you face! Throughout the text, Michael will show you how to diminish them as much as possible.

Looking past retirement planning and into estate planning topics, Michael will review advanced strategies that help many high-net worth individuals plan for their future, as well as their family’s future. Michael discusses everything from the strategies to avoid probate process to more beneficial tools that could save your heirs millions of dollars in estate taxes. There are several important planning tools to help you strategize, and Michael discusses which tools are right for which individuals.

No matter your situation and what you think your future may hold, learn to minimize your risk with savvy financial planning.

About the Author

A frequent seminar leader and lecturer, Michael specializes in working with physicians, business owners, and corporate executives. He is the president and CEO of Wealth Planning Network, Chicagoland’s premier wealth management and estate planning firm. Michael has been a financial advisor in the area for over twenty-five years, and has successfully helped hundreds of affluent families achieve their financial and estate planning goals.

Through a combination of personalized attention, industry expertise, and the latest technology, Michael and his team, along with Chicagoland’s premier attorneys and CPA’s, provide a complete financial and estate plan that is tailored to meet the unique goals of each client. He specializes in asset protection, estate and income tax minimization, investment management, and charitable giving strategies to maximize his clients’ assets throughout their lives and to their heirs. Michael is a native resident of the Chicagoland area, currently residing in Western Springs with his wife, Chrisy, and their many children.