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Financial Advising

JK LASSER'S NEW RULES FOR ESTATE AND TAX PLANNING, 3rd Edition


A complete guide to planning an estate under today's tax rules. When it comes to your estate - no matter how big or small it may be - you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.


Non-Member Price: $18.95
RIMS Members receive 15% discount!! Ask me for your promo code!



STOP THE INVESTING RIP-OFF: How to Avoid Being a Victim and Make More Money

As investors, many of us have put our faith in the financial services industry when it comes to the stewardship of our wealth. Unfortunately, the industry has consistently failed us on this front. Stop the Investing Rip-Off sheds much-needed light on the often unseen aspects of the financial services industry - exposing what only insiders know - and shows you how to avoid the conflicts of interest that could compromise your financial well-being.




Non-Member Price: $19.95
RIMS Members receive 15% discount!! Ask me for your promo code!

 

PERSONAL FINANCE WORKBOOK FOR DUMMIES

From spending and saving to investing wisely, this hands-on workbook walks you through a private financial counseling session and shows you how to assess your situation and manage your money. You'll learn how to use credit wisely, plan for large expenses, determine your insurance needs, and make smarter financial decisions. Plus, the featured worksheets and checklists help you manage your day-to-day spending and plan for a robust financial future.


Non-Member Price: $19.99
RIMS Members receive 15% discount! Ask me for your promo code!

 

 






RISK KNOWLEDGE

Risk Knowledge is a searchable library of relevant information for today's risk professionals. Available materials include RIMS Executive Reports, survey findings.

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