Essentials Of Personal Financial Planning

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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.

Essentials of Personal Financial Planning

Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1945498234
Total Pages : 456 pages
Book Rating : 4.9/5 (454 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 2017-03-27 with total page 456 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.

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

The Essentials of Finance and Budgeting

Author :
Publisher : Harvard Business Press
ISBN 13 : 9781591395720
Total Pages : 368 pages
Book Rating : 4.3/5 (957 download)

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Book Synopsis The Essentials of Finance and Budgeting by :

Download or read book The Essentials of Finance and Budgeting written by and published by Harvard Business Press. This book was released on 2005 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: HR (human resources) finance and budgeting concepts (interpreting financial statements, reporting human capital, time value of money, business valuation concepts, etc.) are featured.

Communication Essentials for Financial Planners

Author : John E. Grable
Publisher : John Wiley & Sons
ISBN 13 : 1119350778
Total Pages : 240 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis Communication Essentials for Financial Planners by : John E. Grable

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.

Personal Financial Planning

Author : Lewis Altfest
Publisher : McGraw-Hill Higher Education
ISBN 13 : 1259357422
Total Pages : 704 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 704 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Fundamentals of Financial Planning

Author : Michael A. Dalton
Publisher :
ISBN 13 : 9781936602032
Total Pages : 776 pages
Book Rating : 4.6/5 (2 download)

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Book Synopsis Fundamentals of Financial Planning by : Michael A. Dalton

Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ernst & Young's Personal Financial Planning Guide

Author : Ernst & Young LLP
Publisher : John Wiley & Sons
ISBN 13 : 9780471697459
Total Pages : 544 pages
Book Rating : 4.6/5 (974 download)

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Book Synopsis Ernst & Young's Personal Financial Planning Guide by : Ernst & Young LLP

Download or read book Ernst & Young's Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Author : G. Victor Hallman
Publisher : McGraw Hill Professional
ISBN 13 : 0071840176
Total Pages : 768 pages
Book Rating : 4.0/5 (718 download)

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Book Synopsis Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition by : G. Victor Hallman

Download or read book Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2014-11-07 with total page 768 pages. Available in PDF, EPUB and Kindle. Book excerpt: Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.

I Hate Financial Planning

Author : Suzanne Olson
Publisher : McGraw Hill Professional
ISBN 13 : 0071446044
Total Pages : 305 pages
Book Rating : 4.0/5 (714 download)

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Book Synopsis I Hate Financial Planning by : Suzanne Olson

Download or read book I Hate Financial Planning written by Suzanne Olson and published by McGraw Hill Professional. This book was released on 2004-08-22 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: The essentials of personal financial management in a painless, easy-to-follow format ". . . [this] site offers a light touch to a topic that can be bogged down in heavyhanded advice." --Investor's Business Daily Three in four Americans hate financial planning, calling it tedious, boring, intimidating, and confusing. I Hate Financial Planning speaks to these people with a refreshing attitude for straightening out their finances. Engaging and humorous, it provides investors with a welcome change of pace from the standard dry, serious tome as it gives them: Everything from essential information to witty, tongue-in-cheek tips Work sheets and checklists for busy readers Answers to some of the most common financial questions Practical tools for planning short- and long-term finances The truth behind numerous well-known-- and dangerously wrong--financial myths

Financial Planning Essentials

Author : Warren McKeown
Publisher :
ISBN 13 : 9780730385738
Total Pages : pages
Book Rating : 4.3/5 (857 download)

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Book Synopsis Financial Planning Essentials by : Warren McKeown

Download or read book Financial Planning Essentials written by Warren McKeown and published by . This book was released on 2020-09-25 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Offering all the essentials of financial planning, Financial Planning Essentials delivers concise, relatable, relevant and curriculum-aligned content carefully tailored to first-year undergraduate students. Students will be inspired, rather than saturated, by information on how to advise their future clientele about investment decisions throughout their lifetime, and how this advice fits into the broader multi-disciplinary context (tax, psychology, law, accounting, etc.). Financial Planning Essentials will walk students through the fundamental conceptual and technical information required of financial planners, so that they feel both prepared and enthusiastic about their future careers. This edition also features Wiley's Future Skills Guide, a unique tool which provides expert and practical advice on career preparedness making for more future-ready graduates.

Personal Finance

Author : Rachel S. Siegel
Publisher :
ISBN 13 : 9781453334805
Total Pages : 0 pages
Book Rating : 4.3/5 (348 download)

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Book Synopsis Personal Finance by : Rachel S. Siegel

Download or read book Personal Finance written by Rachel S. Siegel and published by . This book was released on 2021 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.

WINNING The Financial Planning Game

Author : Ethan Schmidt
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.

Personal Financial Planning

Author : George E. Rejda
Publisher : Addison-Wesley Longman
ISBN 13 :
Total Pages : 792 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis Personal Financial Planning by : George E. Rejda

Download or read book Personal Financial Planning written by George E. Rejda and published by Addison-Wesley Longman. This book was released on 1998 with total page 792 pages. Available in PDF, EPUB and Kindle. Book excerpt: Today's students wear many hats-& in the world of personal finance, there's only one text that can fit everyone's needs: Rejda/McNamara Personal Financial Planning. Bringing the world of personal finance to students as intelligent consumers of financial services, Rejda/McNamara cover all topics for today's changing society. Internet margin notes & exercises, together with Rejda's well-known "Insight Boxes" focus on real world application & experience that take the novice to a higher level of sophistication in the areas of financial planning. Rejda/McNamara is the most authoritative personal finance text available today covering areas of financial planning, investments, personal insurance, taxation, housing & more. Its modern pedagogy, technical accuracy, manageable length & uncluttered format place Personal Financial Planning leaps & bounds ahead of the competition. Features * Professionally oriented, technically accurate, up-to-date & student friendly with a sophisticated approach toward instruction. * Covers the fundamental essentials of finance (insurance, taxes, & retirement planing) but has an emphasis on investing material that is immediately useful to students. * Includes features such as: "Consider This" - a running marginal feature that offers pertinent advice for everyday situations, "Insight Boxes" - popular & current newspaper articles (from respected sources) about varying financial issues demonstrating the practicality & relevance of studying personal finance, & Internet exercises. Supplements Instructor's Resource Manual, Test Bank, Computerized Test Gen for Windows, PowerPoint Lecture Presentation, Personal Financial Planning Software Templates, & Study Guide. Table of Contents PART I: FUNDAMENTALS OF FINANCIAL PLANNING Chapter 1: Introduction to Financial Planning Chapter 2: Tools of Financial Planning Chapter 3: Money Management & Saving Chapter 4: Credit & Financial Planning Chapter 5: Borrowing & Debt Management Chapter 6: Tax Planning Chapter 7: Housing PART II: PROTECTION AGAINST FINANCIAL INSECURITY Chapter 8: Introduction to Risk Management & Insurance Chapter 9: Life Insurance Chapter 10: Health Insurance Chapter 11: Property & Liability Insurance PART III: THE ROLE OF INVESTMENT IN FINANCIAL PLANNING Chapter 12: Fundamentals of Investing Chapter 13: Investing in Stocks & Bonds Chapter 14: Investing in Mutual Funds Chapter 15: Other Investments PART IV: RETIREMENT PLANNING & ESTATE PLANNING Chapter 16: Retirement Planning Chapter 17: Estate Planning Appendix A: 99 Ways to Cut Costs Every Day Appendix B: Financial Tables Appendix C: Homeowners 3 (Special Form) Insurance Policy Appendix D: Personal Auto Policy

Retire Inspired

Author : Chris Hogan
Publisher : Ramsey Press
ISBN 13 : 1937077810
Total Pages : 256 pages
Book Rating : 4.9/5 (37 download)

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Book Synopsis Retire Inspired by : Chris Hogan

Download or read book Retire Inspired written by Chris Hogan and published by Ramsey Press. This book was released on 2016-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: When you hear the word retirement, you probably don't imagine yourself scrambling to pay your bills in your golden years. But for too many Americans, that's the fate that awaits unless they take steps now to plan for the future. Whether you're twenty five and starting your first job or fifty five and watching the career clock start to wind down, today is the day to get serious about your retirement. In Retire Inspired, Chris Hogan teaches that retirement isn't an age; it's a financial number an amount you need to live the life in retirement that you've always dreamed of. With clear investing concepts and strategies, Chris will educate and empower you to make your own investing decisions, set reasonable expectations for your spouse and family, and build a dream team of experts to get you there. You don't have to retire broke, stressed, and working long after you want to. You can retire inspired!

The Ultimate Financial Plan

Author : Jim Stovall
Publisher : John Wiley & Sons
ISBN 13 : 1118107969
Total Pages : 288 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis The Ultimate Financial Plan by : Jim Stovall

Download or read book The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-08-24 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.

The Index Card

Author : Helaine Olen
Publisher : Penguin
ISBN 13 : 0698186656
Total Pages : 256 pages
Book Rating : 4.6/5 (981 download)

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Book Synopsis The Index Card by : Helaine Olen

Download or read book The Index Card written by Helaine Olen and published by Penguin. This book was released on 2016-01-05 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: “The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.