Title

Login

Join

Book's by Rick Johnson CASL CFP CMFC RFC

Covers

List

Keep Your Assets. Take My Advice.

It Is Easier to Climb out of a Shallow Hole

By: Rick Johnson CASL CFP CMFC RFC

Write a review Read reviews Take a Quiz Solve Book Puzzle

Keep Your Assets. Take My Advice.

It Is Easier to Climb out of a Shallow Hole

By: Rick Johnson CASL CFP CMFC RFC

Never Fall Victim to Wall Street Again Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you. You will learn: The 20%/65% rule of investing in both bear and bull markets. When and why to move your investments to cash. Why agency relationships and suitability are a far cry from fiduciary responsibility. How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option. A way to pay off your 30-year mortgage in ten or eleven years. How you can get rid of credit card debt in months, not years. Why segmenting your money and using principal for income may put you in a lower tax bracket. How to do a background check on your financial advisor annually. What to look out for in regard to outlandish performance claims by financial advisors. The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.

Average ratings

N/A

5

0%

4

0%

3

0%

2

0%

1

0%

Solve jigsaw puzzle

Age

Page Count

234

Publisher

iUniverse

Published Date

ISBN 10

1440126941

ISBN 13

9781440126949

Keep Your Assets. Take My Advice.

It Is Easier to Climb out of a Shallow Hole

By: Rick Johnson CASL CFP CMFC RFC

Write a review Read reviews Take a Quiz Solve Book Puzzle

Keep Your Assets. Take My Advice.

It Is Easier to Climb out of a Shallow Hole

By: Rick Johnson CASL CFP CMFC RFC

Never Fall Victim to Wall Street Again Recently, most people have been victimized by the revenue generating machine that is Wall Street. The truth is, Wall Street only cares about making the most revenue they can from you. You will learn: The 20%/65% rule of investing in both bear and bull markets. When and why to move your investments to cash. Why agency relationships and suitability are a far cry from fiduciary responsibility. How to convert your IRA to a tax-free Roth IRA using either a Home Equity Line of Credit, a Reverse Mortgage, or a Real Estate Option. A way to pay off your 30-year mortgage in ten or eleven years. How you can get rid of credit card debt in months, not years. Why segmenting your money and using principal for income may put you in a lower tax bracket. How to do a background check on your financial advisor annually. What to look out for in regard to outlandish performance claims by financial advisors. The strategies presented herein will teach you how to have a consistent process and a plan for your success. You will never again fall victim to Wall Street's shenanigans.

Average ratings

N/A

5

0%

4

0%

3

0%

2

0%

1

0%

Solve jigsaw puzzle

Age

Page Count

234

Publisher

iUniverse

Published Date

ISBN 10

1440126941

ISBN 13

9781440126949