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A Wealth of Knowledge

We strongly encourage our prospective clients to thoroughly research

equity management strategies before implementing them into their financial plan. Here you will find resources to aid in your research efforts.

 

Radio

New School of Wealth, featuring Alan Kaplan is a weekly program offering advice and guidelines on how to build a secure financial future for you and your family. This popular program is now syndicated nationwide on radio stations throughout the county and generates a tremendous response from the audience. New School of Wealth often challenges the established wisdom in financial planning, offering a fresh perspective on investing and retirement planning, and presents unique strategies and opportunities for enhancing, preserving, and wealth building.

Listen LIVE or via Podcast every Saturday at 12:00pm PST

   
Articles
MORTGAGE  
AARP-Should You Pay Off Mortgage? MSN-Don't Rush to Pay Off Mortgage
BestLife-Tax Free Wealth Reverse Mortgages Expected to Grow
Forbes-Hock Your House Star-Reverse Mortgage Volume Doubles

Download the Federal Reserve Bank of Chicago Study HERE

   
RETIREMENT  
Boomers vs. Comfortable Retirement Star-Programs in Peril
PBS-Can You Afford to Retire? Time-Broken Promise
Star-Equity Valuable Asset in Retirement Time-Labor Pool
   
INVESTMENTS
Business Week-Easing Tax Bite on IRA LA Times-IRAs Focus of Tax Bill
FA-Roth 401k Attracts Employees Orman-Roth for Retirement
Forbes-Deferral Trap Star-Roth 401k Beats Conventional 401k
 
TRUE WEALTH  
Star-Baby Boomers Leave Legacy Star-Doing Good Defines Rich
Star-Capturing Memories for Military Star-Families Discuss Parent's Estates
Star-Destination Reunions Time-Leaving Your Values Behind
 
Secure your Home Equity to Insure your Retirement
Home Equity Management Key to a Secure Retirement
MPS is Financial GPS Down Highway of Life
B.Y.O.B. (Be Your Own Banker)
From Broke Boomer to Blooming Blazer
 
THE EQUITY INSIDER NEWSLETTER
 
 
Video
Can You Afford To Retire?
Equity Optimization
Tax-Free Retirement Income
 
Audio
Introduction to Missed Fortune
Mortgage Acceleration Plan
Time for Change
Choosing the Right Investments
Last Chance is Best Chance
 

Links


MissedFortune.com
This is the official site for Douglas Andrew's best-selling books, Missed Fortune, Missed Fortune 101, and The Last Chance Millionaire.



QuadrantLiving.com
The Quadrant Living Experience is a step-by-step process that defines your values regarding True Wealth, helps to instill those values in your posterity and creates a system for all of your assets to be optimized.

TheUltimateGIft.com

When his wealthy grandfather dies, trust fund baby Jason Stevens anticipates a big inheritance. Instead, his grandfather has devised a crash course on life with twelve tasks – or “gifts” – designed to challenge Jason in improbable ways, sending him on a journey of self-discovery and forcing him to determine what is most important in life: money or happiness.


Books

Missed Fortune

Douglas R. Andrew

Missed Fortune 101

Douglas R. Andrew

Last Chance Millionaire

Douglas R. Andrew

Millionaire By Thirty

Douglas R. Andrew

Cover Image

The Ultimate Gift

Jim Stovall

Rich Dad, Poor Dad

Robert Kiyosaki

Cover Image

A Whole New Mind

Daniel Pink

Cover Image

7 Steps to A 720

Philip X. Tirone


 
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