Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to yo

Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain

Estate planning has more procrastination, indecision, and inertia associated with it than any other area of planning. Affluent baby boomers, in particular, as t

Filled with real-life case examples, Estate Planning for the Healthy, Wealthy Family combines a positive attitude, deep psychological insight, and “hard” fi

"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Produ