Wilmington, NC CPA / Old North State Wealth Management

Handling your money wisely and ensuring that it stays with your loved ones is a goal that many individuals strive to achieve. Brian Bruel's book Staying Wealthy: Strategies for Protecting Your Assets may become your guidebook for this financial journey. Brian Bruel is a successful business owner whose credits include dual Masters' Degrees in management and financial services.

In 8-sections, Bruel addresses over 45 common problems that affluent people may face, as well as strategies to help people begin to accumulate wealth. Beginning with "Estate-Planning Problems" Staying Wealthy presents answers to often asked estate-planning questions on challenging topics such as taxes and gifting. Useful tools include charts, graphs and case studies. The book also deals with issues many people confront during their lifetimes but may not consider relevant to their financial position such as the problem "Liability and Loss at Home." In the final section "Superwealth Problems" Bruel offers solutions to specific challenges often affecting the "superwealthy," such as business disposition and estate taxes.

Whether you are an affluent investor, an established small business owner, or a generation-X entrepreneur trying to make your fortune, Bruel's book may be a helpful tool in creating or maintaining a successful financial strategy.

Written by Brian H. Breuel, Published by Bloomberg Press 288 pages, ISBN:157660022X

This does not constitute an endorsement by us of the authors or the book. The opinions expressed are solely those of the author and may or may not be representative of our opinion.