Lifestyle Math Your Financial Planning Portfolio

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Publisher :
ISBN 13 : 9781878787071
Total Pages : 116 pages
Book Rating : 4.7/5 (87 download)

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Book Synopsis Lifestyle Math Your Financial Planning Portfolio by : Mindy Bingham

Download or read book Lifestyle Math Your Financial Planning Portfolio written by Mindy Bingham and published by . This book was released on 1994-04 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Lifetime Lessons

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Publisher : First Edition Design Pub.
ISBN 13 : 1506900593
Total Pages : 64 pages
Book Rating : 4.5/5 (69 download)

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Book Synopsis Lifetime Lessons by : Stewart Flaherty

Download or read book Lifetime Lessons written by Stewart Flaherty and published by First Edition Design Pub.. This book was released on 2015-11-19 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stew Flaherty is the Founder and President of Flaherty Consulting Group, an independent financial advisory based in Westerville Ohio. During his 40+ years as a financial advisor, Flaherty has worked with hundreds of individuals and families as they strive towards a more secure financial future and ultimately, a rewarding retirement. His flourishing professional practice is founded on core principles that facilitate a sensible, sustainable approach to successfully managing money. Early in his career, Stew recognized that most financial plans suffered from an inherent flaw. While they looked good on paper, the plans lacked a practical connection to their clients’ lifestyles. To overcome this defect, Flaherty pioneered lifestyle financial consulting, an innovative strategy that provides the critical integration. Clients are able to make sound, realistic financial decisions that align with what is most important in their lives. Importantly, these decisions are made within a secure and nurturing environment. Flaherty has had the privilege of working with multiple generations of families. Parents in these families pass on meaningful financial lessons to their children, such as the principle that successful investing begins not with products but with developing a sound money management process. Flaherty’s leadership and consensus building skills gained national attention when his voluntary struggle to organize, fund and develop a women’s bobsled team resulted in the first ever U.S. Olympic Gold Medal in Women’s Bobsledding at the 2002 Winter Games in Salt Lake City. Despite starting out in 1996 with no sleds, uniforms, coaches, practice facilities, money or support, Flaherty was able to overcome immense obstacles and help inspire a group of enthusiastic young female recruits to achieve their seemingly impossible Olympic Gold dream just six years later. Flaherty achieved this improbable “rags to riches” victory by applying the same principles he uses to help his clients pursue their financial dreams: assess the situation, set goals, create a plan and commit to it. A former mayor and Citizen of the Year award winner in Westerville, Ohio, Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveller, photographer and reluctantly retired hockey player. Stewart Flaherty is a financial advisor located at The Flaherty Consulting Group, 577 Office Parkway Suite A, Westerville, OH 43082. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (614) 891-4844 or at [email protected].

Plan Your Financial Future

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Author :
Publisher : Apress
ISBN 13 : 1430260645
Total Pages : 354 pages
Book Rating : 4.4/5 (32 download)

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Book Synopsis Plan Your Financial Future by : Keith Fevurly

Download or read book Plan Your Financial Future written by Keith Fevurly and published by Apress. This book was released on 2013-07-16 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to: Insure yourself, your family, and your property against the possibility of significant loss; Invest in financial or real assets—or both; Practice effective tax planning and management techniques; Distribute your estate at death to your intended beneficiaries in a tax-efficient manner; And much more. With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What you’ll learnReaders of Plan Your Financial Future will learn: How to take advantage of benefits that are offered to them by their employer The importance of minimizing the effects of inflation on their portfolios as much as possible Financial strategies for preparing for their children's higher education Rock-solid advice for planning for the financial aspects of their retirement years Whether or not they would benefit from the hiring of a professional financial planner How to create and maintain a personal financial plan that protects them and their families into the future Who this book is for Plan Your Financial Future is designed for readers of all income levels who would like grow their net worth on a steady and increasing basis by implementing and sticking to a personal financial plan. Everyone from recent college graduates to those who have been in the working world for many years will benefit from the insightful, actionable advice offered up in Plan Your Financial Future. Table of Contents Understanding the Challenge/The Need to Begin Do You Need a Financial Planner? Elements of Personal Financial Planning and the Wealth Management Process Insuring Yourself and Your Family Insuring Your Health and Long Term Care Insuring Your Earning Power Insuring Your Property Optimizing Your Employment Benefits Investing in Financial Assets Investing in Real Assets Employing Assets Profitably Income Tax Planning and Management Transfer Tax Planning and Management Life Events that Endanger Wealth Planning for Your Child’s Higher Education Planning for the Financial Aspects of Retirement Planning for the Lifestyle Needs of Retirement Planning for Other Lifetime Goals Estate Planning Philanthropy Reaping the Rewards Sample Data Gathering Form Sample Budget Durable General and Financial Power of Attorney (POA) Declaration as to Medical or Surgical Treatment and Medical Durable POA Sample Personal Letter of Instructions Glossary

There's More to Financial Planning Than Financial Planning

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Author :
Publisher : Morgan James Publishing
ISBN 13 : 1683506022
Total Pages : 100 pages
Book Rating : 4.6/5 (835 download)

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Book Synopsis There's More to Financial Planning Than Financial Planning by : Brian Zeek

Download or read book There's More to Financial Planning Than Financial Planning written by Brian Zeek and published by Morgan James Publishing. This book was released on 2018-06-05 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: A more comprehensive, topic-by-topic approach to securing your future that can prevent you from leaving tens of thousands of dollars on the table. There’s More to Financial Planning than Financial Planning doesn’t simply cover the obvious topics in personal finance. Brian Zeek and Dee Dee Brooks go beyond the fixation on investment portfolios to present a comprehensive picture of financial planning that includes everything from car insurance to the ins and outs of a home mortgage to health insurance and the lesser-known benefits of life insurance—and shows how so many people leave tens of thousands of dollars on the table by not tending to these crucial issues. With an intuitive, one-topic-at-a-time layout, There’s More to Financial Planning than Financial Planning makes a resounding case for a smarter, and genuinely comprehensive, approach to building a watertight financial plan.

The Power of Persistent Planning

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Publisher :
ISBN 13 : 9781599327044
Total Pages : 0 pages
Book Rating : 4.3/5 (27 download)

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Book Synopsis The Power of Persistent Planning by : Douglas B. Douglas B. Gross

Download or read book The Power of Persistent Planning written by Douglas B. Douglas B. Gross and published by . This book was released on 2016-11-17 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOU HAVE ACHIEVED CAREER AND PERSONAL SUCCESS . . . NOW WHAT? You have made it. You have built your wealth and a lifestyle that pleases you--and you want to keep it that way. Whether you're years from retirement or already enjoying it, the importance of proper financial management cannot be understated. Your mission is to stay on course for a long-lasting retirement with a reliable income that will meet your goals for the rest of your days. CERTIFIED FINANCIAL PLANNER(TM) Douglas Gross shares vital techniques and strategies you can use to gain control of your financial future. In The Power of Persistent Planning, you'll discover: - examples of financial challenges - how to evaluate your financial advisor - strategies for investing wisely - techniques to protect your portfolio - methods to minimize your taxes

Now What?

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Publisher : Greenleaf Book Group
ISBN 13 : 1632992604
Total Pages : 256 pages
Book Rating : 4.6/5 (329 download)

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Book Synopsis Now What? by : Brian M. Ursu

Download or read book Now What? written by Brian M. Ursu and published by Greenleaf Book Group. This book was released on 2020-02-25 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Real-Life Financial Advice for Your Fiscal Future ​So you’ve finished school and found your first well-paid job. Congratulations! Now don’t squander it! With real money flowing into your account for the first time, it’s easy to embrace those new preapproved credit cards or to buy that new car you’ve been dreaming about. But without a solid understanding of your financial future, you risk losing everything you’ve worked for. Many of us—and not just those starting out—were never educated in financial planning or sustainable wealth management. Now What? bridges that gap with practical advice for readers of all ages dealing with fiscal change. If you’ve just landed your first big paycheck, have recently inherited, or are divorced or widowed, this book will guide you around the pitfalls of new wealth. Brian Ursu offers you concrete guidance for paying down debt, including student loans; planning for life’s expensive milestones, like buying a house or having children; and creating a sustainable lifestyle now and in your future. He also explains the basics of investment, where and—maybe even more importantly—why to invest and how to build a portfolio, so you can grow the money you’ve earned to create not just a solid foundation but also a legacy for you and your family.

Yes, You Can Get a Financial Life!

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Publisher : Hay House, Inc
ISBN 13 : 1401921124
Total Pages : 226 pages
Book Rating : 4.4/5 (19 download)

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Book Synopsis Yes, You Can Get a Financial Life! by : Ben Stein

Download or read book Yes, You Can Get a Financial Life! written by Ben Stein and published by Hay House, Inc. This book was released on 2008-01-01 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life is not lived all at once—it’s lived in moments, days, months, years, and decades. This means that the financial plans and actions we all have to take to meet our responsibilities sensibly must be organized by years and decades. Ben Stein wrote the original guide to this subject almost a quarter century ago. Now, Ben, along with Phil DeMuth, the eminent financial planner and writer, have gotten together to update the book, incorporating the massive changes that have occurred in the economy in the past 25 years. This book tells you what and when to save, how much to save, what to save it in, when to spend, and when to say no to your present and yes to your future. Yes, You Can Get A Financial Life! is a time-traveling guidebook on how to organize the money side of your life for all of the decades of your life.

Live for Today!

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Publisher : Trafford Publishing
ISBN 13 : 1425119298
Total Pages : 275 pages
Book Rating : 4.4/5 (251 download)

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Book Synopsis Live for Today! by : Robert Montague

Download or read book Live for Today! written by Robert Montague and published by Trafford Publishing. This book was released on 2009-12 with total page 275 pages. Available in PDF, EPUB and Kindle. Book excerpt: Experience a journey that will take you through four major aspects of Financial Planning as it comingles with personal Life Planning. You will see a focus on investment strategies and financial knowledge while helping you to understand the many aspects of personal finance, economics, estate & retirement planning. You will learn of our endless pursuits for material wealth and success at the expense of our health and well-being. Although the pursuit of wealth and success is an ingrained social and cultural phenomenon, sound advice and practical solutions are sprinkled throughout the book to help you manage these societal pressures. Goals and planning are a common thread throughout the book and you will be convinced of the power of the written plan as you move through the pages. Financial planning is not simply about buying a term deposit, stock or mutual fund, but a comprehensive process involving every aspect of your personal fincancial life. From the intital stage of Discovery through Knowledge, Planning and Development to Action, you will come to realize that it is not a one-time deal depositing money into a particular investment or setting up an insurance policy. It is an ongoing dynamic process that changes with your life stages and goals. If you were wondering what has caused the recent financial crisis of 2008, nearly collapsing the global economy, Montague explains why and how this happened. Economic fundamentals ultimalely determine corporate earnings which drive the stock markets up steep hills, over bumpy roads and sometimes right over a cliff. But, written in these pages are many rational investment strategies and conservative money management ideas that will help you to save and invest throughout your careers and retirement with a peace of mind. The component parts of the book are tied together by a philosophy of life that promotes a balanced and moderate life style that will result in peace of mind. I will show you that you have permission to make guilt free change for selfish reasons if needed, for your own self-preservation. Knowledge and developing a passion for learning versus the pursuit of wealth and success are alternate paths everyone should consider. In the end, you will discover the true secret, the truth has always been inside you, if you listen. The major theme is quite clear on the importance to Live For Today! Plan For Tomorrow.

Personal Financial Planning

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Publisher : McGraw-Hill Higher Education
ISBN 13 : 1259357422
Total Pages : 703 pages
Book Rating : 4.2/5 (593 download)

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Book Synopsis Personal Financial Planning by : Lewis Altfest

Download or read book Personal Financial Planning written by Lewis Altfest and published by McGraw-Hill Higher Education. This book was released on 2016-01-22 with total page 703 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Financial Planning for the Utterly Confused

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Publisher : McGraw-Hill Companies
ISBN 13 : 9780070376465
Total Pages : 296 pages
Book Rating : 4.3/5 (764 download)

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Book Synopsis Financial Planning for the Utterly Confused by : Joel J. Lerner

Download or read book Financial Planning for the Utterly Confused written by Joel J. Lerner and published by McGraw-Hill Companies. This book was released on 1994 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make sense of your financial life-and plan for a prosperous future When it comes to financial planning, it's easy to become befuddled. But with the Sixth Edition of "Financial Planning for the Utterly Confused," you'll find guidance on planning for every contingency, from saving for a child's education to making decisions about retirement, insurance, and real estate. To make the right decisions about your financial future, it's important to understand the wide array of investment options available. From Roths and 401(k)s to social security benefits and Medicare to mortgage and life insurance, you'll have a helpful, easy-to-understand guide that takes the confusion out of financial planning. You'll also find: Investment and financial planning strategies especially suited to women and singles The right healthcare funds for seniors The ins and outs of the latest mutual funds Effective methods to save for college tuition

Personal Financial Planning

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Publisher : McGraw-Hill Companies
ISBN 13 : 9780070256804
Total Pages : 604 pages
Book Rating : 4.2/5 (568 download)

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Book Synopsis Personal Financial Planning by : G. Victor Hallman

Download or read book Personal Financial Planning written by G. Victor Hallman and published by McGraw-Hill Companies. This book was released on 1993 with total page 604 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide to controlling and planning personal finance has been substantially updated and revised to reflect the latest changes in tax laws, new investment strategies, and advice on such topics as insurance, estate planning, and medical coverage. It presents strategies for setting financial goals and reaching those goals with intelligent and systematic investment strategies.

Real Life Financial Planning

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Publisher :
ISBN 13 : 9781537145723
Total Pages : 112 pages
Book Rating : 4.1/5 (457 download)

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Book Synopsis Real Life Financial Planning by : Todd Bramson

Download or read book Real Life Financial Planning written by Todd Bramson and published by . This book was released on 2016-09-07 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is an abundance of information on financial planning - tips on general investment strategies, methods for portfolio diversification - but these don't always incorporate sound, experience-related, applicable advice.Todd has found the wisdom in all the information. In Real Life Financial Planning, CFP Todd Bramson strives to impart the knowledge he has gained from 26 years working directly with individuals, customizing their financial plans and addressing their specific questions.

The Modern Day Millionaire

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Publisher :
ISBN 13 : 9780997301137
Total Pages : 216 pages
Book Rating : 4.3/5 (11 download)

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Book Synopsis The Modern Day Millionaire by : Mark Durrenberger

Download or read book The Modern Day Millionaire written by Mark Durrenberger and published by . This book was released on 2017-07-31 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial advice that works the way you do.Sure, you could save more for retirement by never going out to eat, spending your weekends clipping coupons, and buying everything you own from lawn sales, but is that really the life you want to live?Or, you could spend hours pouring over investment options, crunching the numbers on budget spreadsheets, and micromanaging each aspect of your financial life, but when, then, are you going to find the time to actually enjoy life?That isn¿t to say you should treat life like a never-ending string of luxury purchases that you justify with a ¿YOLO.¿A successful financial plan strikes a balance. Fortunately, the proliferation of the Internet - freeing much work from a set physical location - and the breakdown of information barriers across all walks of life, present opportunities for financial independence that would have been unimaginable even one generation ago.Unlike previous generations, you can choose what retirement and financial freedom look like to you.With this easy-to-read guide you will discover:¿ The single most important step to building wealth.¿ Achieving financial independence is closer than you think.¿ You can confidently negotiate a five-figure raise without confrontation or stress.¿ How to turn your passions into income.¿ Low-cost investing tips that will save you tens of thousands of dollars.¿ Why extreme budgeting fails, and what to do instead.¿ How to productively tune out the ¿noise¿ of modern life.Mark Durrenberger, CFP®, EA, has spent the bulk of his adult life studying personal finance. In addition to honing his expertise through years of professional study, he has significant first-hand experience helping hundreds of individuals, families and business owners - people just like you - achieve their financial goals.

Financial Planning And Analysis For Future

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Author :
Publisher : Finance Guru
ISBN 13 :
Total Pages : 234 pages
Book Rating : 4./5 ( download)

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Book Synopsis Financial Planning And Analysis For Future by : Finance Guru

Download or read book Financial Planning And Analysis For Future written by Finance Guru and published by Finance Guru. This book was released on with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial Planning And Analysis For Future : In this book, you’ll learn how financial planning works. You’ll learn to take stock of your current financial situation, set goals and a course of action, and then evaluating those strategies. This book will teach you how to put your financial plan into action, and then review and revise that plan as necessary. This step-by-step guide will prepare you for any future financial planning as well. This book contains the following topics that will guide you through the path of Financial Planning And Analysis. Table of Contents Chapter 1 Financial Planning What Is Financial Planning? The Need for Financial Planning. Who Is A Financial Planner? Remuneration Of Financial Planners Who Needs Financial Planning Advice? Who Is A Successful Financial Planner? Comprehensive Financial Planning-- A Six-Step Process Chapter 2 Insights On Equity Investing About Equity Why Companies Issue Equity Share? Risks Associated With Equity Investing: Checking Your Equity Investment 39 Tax Impact On Your Equity Investment Returns. Chapter 3 Insights On Gold Investing Regarding Gold Why Gold Should Form Part Of Your Investment Portfolio DIVERSITY: SECURITY AGAINST GLOBAL UPHEAVALS: SIMPLE TO STORE: HEDGE AGAINST INFLATION: LIQUIDITY: Ways of Investing In Gold Physical Gold Electronic Gold: Different Forms Of Gold Investing – A Comparison. Tax On Gold Investing: Gold Is A 'Capital Asset': Capital Gains Tax On Physical Gold Wide range Tax On Physical Gold: Tax obligation Applicable On Gold Futures Contracts. Tax Applicable On Gold Etfs: Misconceptions About Gold. MISCONCEPTION: Investment In Stock Is Better Than Gold. Misconception: Gold Is A Risky Investment. Misconception: If Your Jeweller Is Willing To Buy Back The Gold You Purchase From. Misconception: It Is Safer To Buy Branded Jewellery Than To Buy Jewellery From. Chapter 4 Plan Your Life Insurance 1. Background. Surrender Value: Paid up policy Bonus 2. Cleaning Your Life Insurance Portfolio Chapter 5 Plan Your Health Insurance Compensation Based Policies Vs. Lump Sum Benefit Plans Individual Vs. Family Floater Health Insurance Policies. When To Buy Health Insurance—When Healthy Vs. When Unhealthy Health Insurance Protects Your Wealth. It 'S A Long-Term Product, Not Short-Term What Is The Waiting Period? Tax Benefits Of Health Insurance. 5 Things To Look For In A Health Insurance Policy 1. Go For A Basic Policy 2. Maximum Renewal Age. 3. Consider Sub Limits And Caps. 4. Optimum Cover. 5. Insurer Credibility. Good Websites To Check And Compare Health Insurance Chapter 6 Plan Your Emergency Fund Peace Of Mind How Much To Keep Aside Where To Invest? 1. Savings Bank Account 2. Liquid Funds 3. Online Fixed Deposits 4. Credit Card Chapter 7 Retirement Planning What Is Retirement Planning? What Is The Need For Retirement Planning? Inflation Rising Cost Of Medical Services Failure Of Joint Family System Rise In Longevity Why The Need For Retirement Planning Is Increasing Who Needs Retirement Planning Advice? Role Of Financial Planners In Making Efficient Retirement Plans Exactly how Are Financial Planning And Retirement Planning Interrelated? Exactly how Can My Retirement End up being Tax obligation Reliable? Step 1: Start Early And Retire Peacefully. Step 2: Have A Concrete Plan Step 3: Consult A Financial Planner/Financial Advisor Step 4: Monitor The Investments And Review The Plan:……………………………………………………………………….. Step 5: Do Not Dip Into Your Retirement Savings

WINNING The Financial Planning Game

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Author :
Publisher :
ISBN 13 : 9781734938678
Total Pages : 58 pages
Book Rating : 4.9/5 (386 download)

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Book Synopsis WINNING The Financial Planning Game by : Ethan Schmidt

Download or read book WINNING The Financial Planning Game written by Ethan Schmidt and published by . This book was released on 2020-11-06 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt: Does your financial plan provide the best opportunity to achieve your goals? Trying to find essential, concise, and clear information? Want to enjoy the process? WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations. TESTIMONIALS: "I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!" Dan Schweigel, CEO Schweigel Capital LLC "This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!" Leor Elfassy, Business Owner, Sound Specialists "I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it." Aaron Buchanan, Managing Partner, Braddock Investment Group ABOUT THE AUTHOR: Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.

Wealthfulness

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Publisher : BrownBooks.ORM
ISBN 13 : 1612542530
Total Pages : 110 pages
Book Rating : 4.6/5 (125 download)

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Book Synopsis Wealthfulness by : Lance Alston

Download or read book Wealthfulness written by Lance Alston and published by BrownBooks.ORM. This book was released on 2018-01-25 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: Experienced financial planner and consultant Lance Alston introduces his effective approach to discovering your combined emotional and financial needs. These days we have the whole world at our fingertips, so shouldn’t happiness be just as readily available? As more people continue to retire, they are finding themselves in this strange stage of life that has never been better, but it doesn’t feel better. In spite of the fact that they may be doing well financially, in spite of modern technology, the internet, and greater total wealth than at any other time in history, happiness seems to be leveling off, if not declining. Wealthfulness is the balance of wealth and happiness, the combination of monetary success and meaningfulness. What financial endeavors are the wisest choices for us? How much time should we be spending investing, saving, and planning? How much money do we need to be truly happy in life? The answers to these questions are highly personal, and Lance Alston helps us find each one, and plan accordingly by taking into account our individual personalities and circumstances. “While most financial planners bury their clients in graphs, numbers and fin-tech gibberish, Lance Alston has provided readers with an easily understood map of what a Buddhist might call ‘Right Money.’”—Scott Burns, nationally syndicated financial columnist “Lance Alston takes a bold step with Wealthfulness, pitting research and data against the prevailing bad behavior of Wall Street. I wish everyone would read this and use it as a prescription for long-lasting financial health and happiness.”—Amy Rogers, MD, writer and host of 2 Docs Talk podcast

The Financial Planning Puzzle

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Author :
Publisher : Silverstone Press LLC
ISBN 13 : 9780998077505
Total Pages : pages
Book Rating : 4.0/5 (775 download)

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Book Synopsis The Financial Planning Puzzle by : Jason Silverberg

Download or read book The Financial Planning Puzzle written by Jason Silverberg and published by Silverstone Press LLC. This book was released on 2017-03-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you feel overwhelmed by your finances? Start making smart decisions with a personal financial plan. While personal finances can be a challenge to learn, this book can help make it easy. After helping hundreds of his own clients, Jason Silverberg has condensed the best of his advice into this book and is here to help you reach financial freedom.