Family Financial Planning

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The One-Page Financial Plan

Author : Carl Richards
Publisher : Penguin UK
ISBN 13 : 0241971675
Total Pages : 224 pages
Book Rating : 4.2/5 (419 download)

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Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

The Financial Peace Planner

Author : Dave Ramsey
Publisher : Penguin
ISBN 13 : 9780140264685
Total Pages : 292 pages
Book Rating : 4.2/5 (646 download)

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Book Synopsis The Financial Peace Planner by : Dave Ramsey

Download or read book The Financial Peace Planner written by Dave Ramsey and published by Penguin. This book was released on 1998-01-01 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get out of debt and stay out with the help of Dave Ramsey, the financial expert who has helped millions of Americans control their money The Financial Peace Planner may be the most valuable purchase you ever make. Dave Ramey's practical regimen, based on his own personal experience with debt, offers hard-won advice and much needed hope to people who find themselves in serious debt and desperate for a way out. This book comes in a workbook format, allowing you to frequently monitor your progress and, most importantly, to face your situation honestly. Loaded with inspirational insights that come from personal experience, this set of books will be life changing for any debt-ridden readers. You'll find help on how to: • Assess the urgency of your situation • Understand where your money's going • Create a realistic budget • Dump your debt • Clean up your credit rating

When Mental Illness Strikes: Crisis Intervention for the Financial Plan

Author : Allen Giese
Publisher : Lioncrest Publishing
ISBN 13 : 9781544511078
Total Pages : 218 pages
Book Rating : 4.5/5 (11 download)

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Book Synopsis When Mental Illness Strikes: Crisis Intervention for the Financial Plan by : Allen Giese

Download or read book When Mental Illness Strikes: Crisis Intervention for the Financial Plan written by Allen Giese and published by Lioncrest Publishing. This book was released on 2018-08-15 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: When your adult son or daughter is diagnosed with a serious mental illness, everything changes. Suddenly all your financial planning is thrown into turmoil as your focus turns from your needs to the immediate and long-term care of your child. The costs of diagnosis and treatments can derail your retirement plans unless you develop a financial strategy that provides for your child's future while safeguarding your own. Allen Giese has been where you are, and in this practical, compassionate handbook he offers invaluable advice, solutions, resources, and hope, including how to: - Invest efficiently - Apply for (and keep) government benefits - Build a systematic financial plan - Create ABLE accounts and special needs trusts - Take advantage of strategic life insurance - Avoid crucial mistakes - And more When mental illness strikes, you don't have to sacrifice your financial security. This book can be your lifeline to the best possible future for yourself and your children.

Family Inc.

Author : Douglas P. McCormick
Publisher : John Wiley & Sons
ISBN 13 : 1119577411
Total Pages : 272 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis Family Inc. by : Douglas P. McCormick

Download or read book Family Inc. written by Douglas P. McCormick and published by John Wiley & Sons. This book was released on 2019-02-06 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Actionable, intelligent CFO training for the Chief Family Financial Officer Family Inc. is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice—and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies. Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO. Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for you Utilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.

The Smart Stepfamily

Author : Ron L. Deal
Publisher : Bethany House
ISBN 13 : 076420159X
Total Pages : 272 pages
Book Rating : 4.7/5 (642 download)

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Book Synopsis The Smart Stepfamily by : Ron L. Deal

Download or read book The Smart Stepfamily written by Ron L. Deal and published by Bethany House. This book was released on 2006 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Each member has their own unique place in a family. Ron Deal explores the myth of the "blended" family offering practical, realistic solutions for stepfamilies.

Essentials of Personal Financial Planning

Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1119421233
Total Pages : 464 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Essentials of Personal Financial Planning by : Susan M. Tillery

Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

The Special Needs Planning Guide

Author : Cynthia R. Haddad
Publisher : Paul H Brookes Publishing
ISBN 13 : 9781681254319
Total Pages : pages
Book Rating : 4.2/5 (543 download)

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Book Synopsis The Special Needs Planning Guide by : Cynthia R. Haddad

Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

Family Financial Planning

Author : Mark Stephen
Publisher :
ISBN 13 : 9781803390857
Total Pages : 98 pages
Book Rating : 4.3/5 (98 download)

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Book Synopsis Family Financial Planning by : Mark Stephen

Download or read book Family Financial Planning written by Mark Stephen and published by . This book was released on 2021-06-21 with total page 98 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every parent wants the best for their kids, including giving them the best possible start in life. Maybe you want to help them with the costs of studying at university, getting married or buying a home. If you want to make these dreams a reality it's time to make a financial plan for your family. How do you get your family on board with your financial goals? You must inspire them, just like a coach might. A coach needs the cooperation and coordination of each player on his team. In order to get teams to pull together, great coaches lead by example and command the utmost respect from each and every team member. Their team members strive to perform at their very best each and every game, not only for themselves, but also for their coach and their team. Great coaches inspire greatness.

Family and Money Matters

Author : Elaine King
Publisher : Kaabrah Publishing
ISBN 13 : 0981832210
Total Pages : 116 pages
Book Rating : 4.9/5 (818 download)

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Book Synopsis Family and Money Matters by : Elaine King

Download or read book Family and Money Matters written by Elaine King and published by Kaabrah Publishing. This book was released on 2010-09 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides a wealth of information and life lessons that can help teens and young adults achieve their goals and dreams. The book describes how your drive affects everything you do, how your family influences your educational, financial, social, and spiritual achievements, and how to manage, save, invest, protect, and share money.

Financial Planning Workbook

Author : Larry Burkett
Publisher :
ISBN 13 : 9780802425454
Total Pages : 132 pages
Book Rating : 4.4/5 (254 download)

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Book Synopsis Financial Planning Workbook by : Larry Burkett

Download or read book Financial Planning Workbook written by Larry Burkett and published by . This book was released on 1995-07 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Burkett offers practical advice about managing your finances and provides a series of easy-to-follow worksheets that allow you to structure and maintain your family's budget.

The Smart Stepfamily Guide to Financial Planning

Author : Ron L. Deal
Publisher : Baker Books
ISBN 13 : 1493421859
Total Pages : 224 pages
Book Rating : 4.4/5 (934 download)

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Book Synopsis The Smart Stepfamily Guide to Financial Planning by : Ron L. Deal

Download or read book The Smart Stepfamily Guide to Financial Planning written by Ron L. Deal and published by Baker Books. This book was released on 2019-09-17 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money issues are a frequent source of conflict in all marriages. But blended families are a monetary minefield. Debts, bills, and child support payments from previous relationships often influence the finances of a blended family. And planning for college expenses, retirement, and inheritance gets even more complicated in remarriage. These issues can explode couple unity and blow up developing family harmony. However, proper blended family money management can make money an asset to your relationship, not a liability. The authors use over 50 years of combined financial planning and blended family educational experience to help you envision your combined financial future and plan for how you'll get there. You'll discover practical ways to merge your current financial realities and protect your marriage while doing so. Get real-world financial advice specific to unique blended family legal and relational matters so you can provide for your family both now and in the future.

Family Wealth Transition Planning

Author : Bonnie Brown Hartley
Publisher : John Wiley & Sons
ISBN 13 : 0470883464
Total Pages : 367 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Family Wealth Transition Planning by : Bonnie Brown Hartley

Download or read book Family Wealth Transition Planning written by Bonnie Brown Hartley and published by John Wiley & Sons. This book was released on 2010-05-21 with total page 367 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more complicated because wealth and worth are often intricately woven into the business. And many transition plans focus only on financial capital and ignore a family’s less tangible assets. Other plans detail the intrinsic elements of an inheritance without satisfying the practical issues. In Family Wealth Transition Planning, Bonnie Brown Hartley and Gwendolyn Griffith guide advisers to families with small businesses through the intricate process of preparing and transferring wealth to heirs. The authors take a holistic view of transition planning, focusing on the assets that fall under the umbrella of financial capital, as well as the other key sources of family wealth: human and social capital. Advisers learn the essentials to achieving successful wealth continuity: Healthy family relationships Responsible stewardship of wealth, in all forms Creation and preservation of the family legacy Throughout the book, three fictionalized business families, based on Hartley's experience as an adviser, tell their personal stories as they navigate the estate planning process. In this way, Hartley and Griffith demonstrate how to develop wealth transition plans that are wide enough in scope to encompass all forms of wealth yet customized to manage each family's different needs.

Redefining Family Wealth: A Parent's Guide to Purposeful Living

Author : Deborah L. Meyer
Publisher : Chasing Grace Press
ISBN 13 : 9781733792608
Total Pages : 202 pages
Book Rating : 4.7/5 (926 download)

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Book Synopsis Redefining Family Wealth: A Parent's Guide to Purposeful Living by : Deborah L. Meyer

Download or read book Redefining Family Wealth: A Parent's Guide to Purposeful Living written by Deborah L. Meyer and published by Chasing Grace Press. This book was released on 2019-06-13 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: Building wealth is tricky business, especially in Christian communities. Aligning what we possess with what we believe, this easy-to-navigate financial guide will help you understand you are wealthy when living the life God envisions for you.

The Cross-Border Family Wealth Guide

Author : Andrew Fisher
Publisher : John Wiley & Sons
ISBN 13 : 1119234271
Total Pages : 272 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Cross-Border Family Wealth Guide by : Andrew Fisher

Download or read book The Cross-Border Family Wealth Guide written by Andrew Fisher and published by John Wiley & Sons. This book was released on 2017-01-24 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.

Family Financial Workbook

Author : Larry Burkett
Publisher :
ISBN 13 : 9780802414786
Total Pages : 0 pages
Book Rating : 4.4/5 (147 download)

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Book Synopsis Family Financial Workbook by : Larry Burkett

Download or read book Family Financial Workbook written by Larry Burkett and published by . This book was released on 2002-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This course is designed to equip you to effectively meet the needs of those who want guidance from God's Word and practical assistance on how to manage their God-given resources.

Joy of Financial Planning

Author : Jason Howell
Publisher : Mascot Books
ISBN 13 : 9781645430599
Total Pages : 400 pages
Book Rating : 4.4/5 (35 download)

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Book Synopsis Joy of Financial Planning by : Jason Howell

Download or read book Joy of Financial Planning written by Jason Howell and published by Mascot Books. This book was released on 2019-12-03 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: Can you still achieve the American Dream? You don't have a pension. Social Security and Medicare may not be there when you need it. You pay much more for housing, even adjusted for inflation, than your parents ever did. College education prices have skyrocketed. You may have gone to a good school; you may make good money (even saved some of it) but this is not the life you imagined. You are stressed, you are too "busy," and most days, you feel really tired. What happened to your big dreams? Blending his career in finance and background in politics, Jason Howell has outlined 7 financial strategies to help you reclaim your American Dream. Joy of Financial Planning shows this generation how to overcome the challenges of a highly competitive, politicized economy. The good news is you can still make an impact on a world desperately in need of your financial success.

Financial Planning for Teachers

Author : Cfp(r) Clu(r) Nichols, Ricp(r) Crpc(r
Publisher : Ews Communications
ISBN 13 : 9780692581612
Total Pages : 144 pages
Book Rating : 4.5/5 (816 download)

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Book Synopsis Financial Planning for Teachers by : Cfp(r) Clu(r) Nichols, Ricp(r) Crpc(r

Download or read book Financial Planning for Teachers written by Cfp(r) Clu(r) Nichols, Ricp(r) Crpc(r and published by Ews Communications. This book was released on 2016-01-16 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning for Teachers provides teachers, administrators, and other educational professionals with just the right amount of financial literacy to know what's important in planning for the future. Written by Eric Nichols, CFP(r), CLU(r), RICP(r), CRPC(r), a financial professional who has spent the past ten years helping teachers and their families with their financial strategies, this book is here to guide you through the personal finance landscape. Over his many years of working with teachers with just about every imaginable financial condition, family situation, and set of goals, Nichols has recognized a common theme: while teachers are generally very intelligent and caring individuals who know they need to plan for their futures, they typically prefer to have someone they trust handle it for them. The challenge, as they see it, is finding someone who will put their best interests first. Presenting all the essential information in a light, conversational tone, this easy-to-use educational tool is designed to help you work with your financial professional and carve out your path to financial prosperity. Whether you're just getting started in your planning or you're closer to retirement, you'll come away better able to meet your particular needs.