The Generational Wealth Code
eBook - ePub

The Generational Wealth Code

A Tax-Smart Roadmap to Financial Independence

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

The Generational Wealth Code

A Tax-Smart Roadmap to Financial Independence

About this book

Build lasting wealth for yourself and your family through proven wealth creation principles

In The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence, four financial professionals, each with a distinct perspective shaped by their own stage of life and area of expertise, provide actionable guidance that helps you and your family create a legacy of wealth, stability, and opportunity.

Stagnant wages, crushing student loan debt, rising housing costs, and record levels of consumer debt have made it harder than ever for families to get ahead—this book helps readers become financially independent so that they can make the most informed decisions in all facets of their lives, and thrive at a time when many are simply trying to survive.

Readers will learn about:

  • Financial Independence (Point X)—literally and fundamentally the point at which we can stop working for our money, and our money starts working for us
  • The Generational Wealth Code represents the set of guiding principles and disciplined financial behaviors that, when practiced consistently, can help transform income and assets into enduring, multi-generational wealth
  • 12 critical areas of wealth management, which include living within your means, understanding taxes, determining your financial position, managing debt, insuring your health and life, protecting your property with insurance, paying for college, planning for retirement, managing your investments, preserving your estate, investing in real estate, and the time value of money
  • Taxes are your biggest expense, and ways to reduce your bill across all of the different types of taxes through tax-smart strategies

The Generational Wealth Code earns a well-deserved spot on the bookshelves of all individuals, no matter their current level of wealth or income, who are looking for concrete strategies to start improving their finances today.

John Vento, John Vento Jr., and Nicole Vento are Registered Representatives offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered Branch Addresses: 95 New Dorp Lane, Staten Island, New York, 10306 | 3700 S Ocean Boulevard St 809, Highland Beach, Florida, 33487. Christine Vento Conway is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by this individual is in no way related to Cetera Wealth Services, LLC or its registered representatives. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.

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Information

Publisher
Wiley
Year
2026
Print ISBN
9781394425228
Edition
1
eBook ISBN
9781394425235

Table of contents

  1. Cover
  2. Table of Contents
  3. Praise for The Generational Wealth Code
  4. Title Page
  5. Copyright
  6. Dedication
  7. AI Disclosure
  8. Foreword
  9. Preface
  10. Acknowledgments
  11. Introduction: The Generational Wealth Code: A Tax-smart Roadmap to Financial Independence
  12. Chapter 1: Committing to Living Within Your Means
  13. Chapter 2: Understanding Taxes
  14. Chapter 3: Determining Your Financial Position
  15. Chapter 4: Managing Debt
  16. Chapter 5: Insuring Your Health and Life
  17. Chapter 6: Protecting Your Property with Insurance
  18. Chapter 7: Paying for College
  19. Chapter 8: Planning for Retirement
  20. Chapter 9: Managing Your Investments
  21. Chapter 10: Preserving Your Estate
  22. Chapter 11: Investing in Real Estate
  23. Chapter 12: The Time Value of Money
  24. Appendix A: Selecting a Trusted Advisor
  25. Appendix B: 101 Ways to Save $20 or More per Day
  26. Appendix C: Basic Concepts and Definitions of Various Types of Taxes
  27. About the Authors
  28. Disclosures and Disclaimers
  29. Index
  30. End User License Agreement

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Yes, you can access The Generational Wealth Code by John J. Vento,John J. Vento, Jr.,Nicole Vento,Christine Vento Conway in PDF and/or ePUB format, as well as other popular books in Business & Wealth Management. We have over 1.5 million books available in our catalogue for you to explore.