The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy

The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy

by Krista McBeath
The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy

The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy

by Krista McBeath

Paperback

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Overview


THE ESSENTIAL STEPS TO PRESERVING AN ABUNDANT LIFESTYLE WHILE CREATING A LASTING LEGACY!

Become a legacy maker - Avoid the retirement planning trap with this estate & financial planning strategy guide.

Is a "Secure Retirement" All We Should Expect From Our Life's Work and Savings?

All too often finance advisors are systematically failing the families paying them for investment advice! A short-sighted approach to retirement planning often forsakes what's most important: protecting our family.

If you've been led to believe a retirement plan should consist of a mix of investments or financial products selected to merely not outlive your money, then you may be caught in the Retirement Planning Trap.


YOU CAN BREAK FREE OF THE RETIREMENT PLANNING TRAP AND CREATE A MEANINGFUL LEGACY WITHOUT SACRIFICING YOUR LIFESTYLE!

When you free yourself from that trap, you can look beyond a "secure retirement" and see opportunities for greater wealth beyond your retirement.

The Generational Wealth System is not about the size of the bank account and what to do with it. It is first for those concerned about the well-being of their spouse, children, and future generations. It's for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically.

This book is for the legacy makers. It is for those who have causes that are dear to their heart and wish to make a difference.

The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy.


In this book, Krista McBeath writes with clear and sincere passion to help you understand:

  • Threats to your assets and how to leverage wealth to protect your family's inheritance.
  • Strategies for confidently pursuing portfolio growth without losing sleep.
  • How to enjoy the fruits of your labors while living and giving for maximum rewards.
  • How to avoid a one-dimensional tax strategy that could leave a tax nightmare for your heirs.  

Don't wait to make the most important decisions for the rest of your life. It's time to start planning—after all, 2020 and 2021 have taught us that anything can happen. Don't let the unthinkable happen to you; get prepared for your future, whatever it may look like. Scroll up and one-click buy your copy now!


Product Details

ISBN-13: 9798765572023
Publisher: Barnes & Noble Press
Publication date: 01/18/2022
Pages: 258
Product dimensions: 5.50(w) x 8.50(h) x 0.54(d)

About the Author

Krista McBeath is the founder and CEO of McBeath Financial Group, Landmark Wealth Management, Inc, a Registered Investment Advisory Firm in the State of Illinois.

Krista is an Investment Advisor Representative, a Chartered Financial Consultant®, a Licensed Insurance Advisor and an experienced tax advisor specializing in holistic financial planning and wealth transfer strategies.

She has been recognized within her industry with numerous production awards but is most proud of the recognition received by the votes of the community she serves. 2021 marked the fifth consecutive year of being voted the #1 Financial Planner in the Pantagraph Reader’s Choice Awards. By the newspaper reader’s votes, she was also awarded Best Investment firm for the fourth consecutive year.

Her faith is the foundation of what she values most: family. She balances her successful career with her home life, guarding her time with her husband Robert and her daughter Jillian. They share a love for Disney, sunny beaches and summer vacations at the family lake cabin outside Park Rapids, MN.

www.mcbeathfinancialgroup.com
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