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Fee Only Financial Planning
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Book Synopsis Fee-Only Financial Planning by : John E. Sestina
Download or read book Fee-Only Financial Planning written by John E. Sestina and published by John Wiley & Sons. This book was released on 2002-02-28 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Book Synopsis Fee-Only Financial Planning by : John E. Sestina
Download or read book Fee-Only Financial Planning written by John E. Sestina and published by Dearborn Trade Pub. This book was released on 1992 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides an overview of financial planning, discusses the advantages and disadvantages of fee-only services, and explains how to begin a financial services business, find clients, and establish a successful system.
Book Synopsis The Truth Shall Set Your Wallet Free by : Nicholas W. Stuller
Download or read book The Truth Shall Set Your Wallet Free written by Nicholas W. Stuller and published by Post Hill Press. This book was released on 2018-11-13 with total page 441 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Truth Shall Set Your Wallet Free is aimed at debunking the myths that prevent people from achieving their wealth goals. And the first myth that needs to be bashed is that financial advisors are only for the very rich. In fact, there are more financial advisors who cater to modest-income Americans than those who cater to the rich. Myths propagated by the media, regulators, and even the financial industry itself harm every American, from those at the poverty level to billionaires and everyone in between. This is the first time a holistic view of the entire advice market has been written by a non-advisor industry insider, without bias from any of the financial services sectors.
Book Synopsis The 5 Mistakes Every Investor Makes and How to Avoid Them by : Peter Mallouk
Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Download or read book Financial Peace written by Dave Ramsey and published by Lampo. This book was released on 2002-01-01 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dave Ramsey explains those scriptural guidelines for handling money.
Book Synopsis The New Retirementality by : Mitch Anthony
Download or read book The New Retirementality written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2010-12-21 with total page 8 pages. Available in PDF, EPUB and Kindle. Book excerpt: With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.
Book Synopsis The Complete Idiot's Guide to Success as a Personal Financial Planner by : John P. Napolitano
Download or read book The Complete Idiot's Guide to Success as a Personal Financial Planner written by John P. Napolitano and published by Penguin. This book was released on 2007 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.
Book Synopsis Planning a Successful Future by : John E. Sestina
Download or read book Planning a Successful Future written by John E. Sestina and published by John Wiley & Sons. This book was released on 2016-02-24 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Book Synopsis Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) by : Steve Moore
Download or read book Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) written by Steve Moore and published by John Wiley & Sons. This book was released on 2010-10-05 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.
Book Synopsis So You Want to Be a Financial Planner by : Nancy Langdon Jones
Download or read book So You Want to Be a Financial Planner written by Nancy Langdon Jones and published by Advisorpress. This book was released on 2007 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally, together in one place, a comprehensive step-by-step career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.So You Want to Be a Financial Planner: . Tells you what credentials you need. Shows you where to find the best schools for licensing and registration. Clearly defines how commission and fee-only planners differ. Provides a planner's 'toolbox' of hardware, software and internet sites. Cuts through the maze of regulatory red tape. Gives you proven marketing techniques to jump-start your practice
Book Synopsis The Value of Simple 2nd Ed. by : John Robertson
Download or read book The Value of Simple 2nd Ed. written by John Robertson and published by Blessed by the Potato Publishing. This book was released on 2018-02-02 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Control Your Retirement Destiny by : Dana Anspach
Download or read book Control Your Retirement Destiny written by Dana Anspach and published by Apress. This book was released on 2013-04-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It is a rare pleasure to read a book on personal finance with which I agree completely. Dana Anspach has produced one. I am usually turned off by the chapter on investing, which is typically false and misleading. Investing should always start from the safest strategy to achieve one's goals. Dana Anspach gets it right and expresses it in entertaining prose that anyone can understand and enjoy." —Zvi Bodie, Professor of Economics, Boston University People in their fifties start to wonder: When should I retire? Once I do, when should I take Social Security? Do I need to buy an annuity to make sure I have enough money to last my whole life? Should I move everything into Treasury Bills and other “safe” investments? In short, what do I need to do now to ensure a comfortable retirement in five or ten years? Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition provides practical, how-to knowledge on what you need to do to get your finances in order to prepare for a transition out of the workforce. While never easy, retirement investing in your 20s to your early 50s has been straightforward. But as you get closer to the big event—retirement—it takes a different kind of planning to align investments, retirement accounts, taxes, Social Security, and pension decisions, all for a single objective: providing reliable, life-long income. Control Your Retirement Destiny teaches you how each part works, how one decision affects another, and--most importantly--how to focus on the items you can control rather than on the items you can’t. When you put it all together in a plan that works for you, you’ll have more choices and a greater sense of security about the financial decisions you are making. Transitioning out of work is scary. Control Your Retirement Destiny equips you with the knowledge you’ll need to make sure you’ve thought of everything. When your finances and your future intersect, you’ll be ready. This book: Covers all the major topics in retirement planning—investments, Social Security, annuities, taxes, healthcare, part-time work, and more. Illustrates which items you can control, and how to focus on them. Provides examples of how planning decisions can result in a more secure outcome when they are coordinated. Provides actionable knowledge about important money decisions faced by upcoming retirees. Control Your Retirement Destiny enables you to take charge of your financial future right now to ensure a happy, financially secure retirement. What you’ll learnYou will be able to: Apply an improved and coordinated process to make better financial decisions Focus on items within your control like tax management, risk management, and developing and sticking with a plan Determine how much investment risk you should take Decide if you need guaranteed income, and if so, how to buy it Choose investments that are best suited to meet your future income needs Avoid big retirement planning mistakes Find sources of reliable information Who this book is for Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition is for men and women who are 50-plus, have money in 401(k)s and IRAs and other assets, and are beginning to think about when and how they might transition out of regular, full-time work. They are wondering when to start Social Security, how to choose investments that will provide security, how to account for medical costs and taxes in retirement, and most importantly, how to put all of these things together into a plan that ensures financial security. Readers will be in the top 50% of the population in terms of income and assets, age 50+, do-it-yourself investors, index investors, or investors who aren’t getting the answers they need from their current broker, advisor, or mutual fund company.
Book Synopsis More Than Money by : Justin Castelli
Download or read book More Than Money written by Justin Castelli and published by Harriman House Limited. This book was released on 2023-03-21 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal—and incredibly difficult. More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives. These stories by award-winning financial advisors feature people from all walks of life—young and old, those in debt and those with great wealth—and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better. These leaders in a growing industry remind us that financial planning is more than dollars and cents—it is about resourcing dreams and improving lives in the near-term and beyond. Financial planning is More Than Money. Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.
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.
Book Synopsis How to Find a Financial Planner by : Liz Weston
Download or read book How to Find a Financial Planner written by Liz Weston and published by Pearson Education. This book was released on 2010-08-31 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. This Element is an excerpt from Easy Money: How to Simplify Your Finances and Get What You Want Out of Life (9780132383837), by Liz Pulliam Weston. Available in print and digital formats. A practical checklist for finding an honest, competent financial advisor–and avoiding those who aren’t. Hundreds of thousands of people are passing themselves off as financial planners in the United States today. Few are what they seem. Anyone can call herself a financial planner or advisor: There are no education, experience, or ethics requirements. Furthermore, most people who offer advice aren’t legally obligated to put your interests before their own. So how do you find someone who can actually help you?
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 Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
