What good is a seven-figure portfolio if you’re buried six feet underground? Between recessions, inflation, market fluctuations, and the advancing ages of the Boomers and Gen X, many Americans are concerned about their retirement savings and wealth management for their children and grandchildren. How much will I need to save? What investment vehicles are best? What will my income be after I stop working? Is it too late to start building generational wealth? Those are all excellent questions, but none of the answers address your core values. In The Balanced Wealth Approach, CFP® and wealth manager Tom Hine reframes the retirement discussion by emphasizing healthcare as well as wealthcare. Tom invites readers to reconsider what living a rich life truly means. Combining his four decades of experience in finance with his lifetime of passion for martial arts, health, and fitness, Tom challenges his clients and readers to make wellness their number-one investment. He shares the latest research and medical practices focused on longevity, provides tips for improving and tracking your health, and offers encouragement for mental healthcare and spiritual practice. The Balanced Wealth Approach is a lifestyle that ties financial wealth to overall well-being so you can live a long, healthy, prosperous life. Think bigger with your wealth and your health, and set your sights on a vibrant, active, enriching life well into your nineties and beyond!
The right brain guide to NASD compliance for Registered Representatives This book tells the thrilling story of Thomas Hine's 22-month NASD arbitration, and how he applied timeless martial arts principles to build and protect his wealth advisory practice.
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