Money Well Spent

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Author :
Publisher : John Wiley and Sons
ISBN 13 : 0470885343
Total Pages : 306 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Money Well Spent by : Paul Brest

Download or read book Money Well Spent written by Paul Brest and published by John Wiley and Sons. This book was released on 2010-05-18 with total page 306 pages. Available in PDF, EPUB and Kindle. Book excerpt: Winner of the 2009 Skystone Ryan Prize for Research, Association of Fundraising Professionals Research Council “All outstanding philanthropic successes have one thing in common: They started with a smart strategic plan,” say authors Paul Brest, president of the William and Flora Hewlett Foundation, and Hal Harvey, president of ClimateWorks. Money Well Spent explains how to create and implement a strategy that ensures meaningful results. Components of a smart strategy include: Achieving great clarity about one’s philanthropic goals Specifying indicators of success before beginning a project Designing and implementing a plan commensurate with available resources Evidence-based understanding of the world in which the plan will operate Paying careful attention to milestones to determine if you are on the path to success or if midcourse corrections are necessary Drawing on examples from over 100 foundations and non-profits, Money Well Spent gives readers the framework they need to design a smart strategy, addressing such key issues as: Effective use of tools—education, science, direct services, advocacy—that can achieve your objectives. How to choose the forms of funding to achieve stated goals How to measure the impact of grants or programs When to be patient and stick with a winning strategy and when to abandon a strategy that isn’t working This is a book for everyone who wants to get the most from a philanthropic dollar: donors, foundations, and non-profits.

Strategic Money Planning

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Author :
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781985686199
Total Pages : 86 pages
Book Rating : 4.6/5 (861 download)

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Book Synopsis Strategic Money Planning by : Josh Scandlen

Download or read book Strategic Money Planning written by Josh Scandlen and published by Createspace Independent Publishing Platform. This book was released on 2018-02-18 with total page 86 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you worried about your financial situation? You always seem to have more money going out the door then coming in. Debt never seems to go down. Costs a lot of money to raise the kids. And you're supposed to save for retirement! Never mind having this thing called an "emergency fund." How do you do all this, and pay the bills? What happens if you lose your job, get hurt, or your pay doesn't keep up with your spending? It's nerve wracking. I know it. I've been there too. And while there are no magical solutions, there are some strategies I'll share with you in this book which have been overlooked by most Americans. These under-utilized techniques will help you get on the path of financial stability. For instance, we're told: *** "Never borrow from your 401K!" Why Has this ever been modeled or is just boilerplate advice from a financial services industry that gets paid on your account size, without regard to how much debt you have. I model this out and will show you that it's okay to borrow from your 401k. *** "Get your kids in the best schools!" Once again, we'll ask why? Has this ever been modeled to validate the higher cost you pay to be in those 'best schools"? Well, in this book, I model that too. I think you'll be surprised as to what we find out. *** "Everyone should own a home!" Uh huh. Again, why? Let's model this out and see the pros and cons of owning vs. renting. *** "It's safer to have a fixed rate mortgage." Sometimes it is. Sometimes it is not. We examine this in detail and how it may affect YOU. *** "Leasing a vehicle is a waste of money!" Oh really? Why? Has that ever been modeled relative to YOUR specific situation? Of course not. This is just more boilerplate financial advice. Boilerplate advice is meaningless...to YOU! In this book we will also cover topics like how to greatly reduce your life insurance premiums...if you even NEED life insurance, that is. *** Does your life insurance cover your debt? And I don't mean your Accidental Death and Dismemberment (AD&D) insurance through your employer, that is not true insurance. Not sure? If you died today, what kind of burden would you leave on your spouse and kids? Probably need to look at that, no? *** There is a perception that estate planning is only for people with large assets. Oh, really? Do you have kids? Do you or your spouse have assets in IRAs, 401ks, 403bs or any other of individually-owned accounts? What happens to your spouse or children if you get hurt or, Heaven forbid, die? Do you know? I provide examples of what you need to consider about your estate plan that I assure you has been overlooked. I hope you read my book as I believe you will find some fruitful nuggets in here from my many years of experience as a financial advisor. But more importantly I hope you find a path to get your finances in order, no matter how you do it. Nothing is more important to family well-being.

The Only Guide to a Winning Investment Strategy You'll Ever Need

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Author :
Publisher : Macmillan + ORM
ISBN 13 : 1429972955
Total Pages : 197 pages
Book Rating : 4.4/5 (299 download)

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Book Synopsis The Only Guide to a Winning Investment Strategy You'll Ever Need by : Larry E. Swedroe

Download or read book The Only Guide to a Winning Investment Strategy You'll Ever Need written by Larry E. Swedroe and published by Macmillan + ORM. This book was released on 2005-01-01 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

The Wall Street Journal Lifetime Guide to Money

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Author :
Publisher : Hyperion
ISBN 13 : 9780786861323
Total Pages : 0 pages
Book Rating : 4.8/5 (613 download)

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Book Synopsis The Wall Street Journal Lifetime Guide to Money by : Staff of the Wall St Journal

Download or read book The Wall Street Journal Lifetime Guide to Money written by Staff of the Wall St Journal and published by Hyperion. This book was released on 1997-01-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to money management provides organized, up-to-date information and advice that highlights major age groups and addresses such topics as building a stock portfolio, taxes, managing debt, loans, and lines of credit.

Money Management Mindset

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Author :
Publisher :
ISBN 13 : 9780578212425
Total Pages : pages
Book Rating : 4.2/5 (124 download)

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Book Synopsis Money Management Mindset by : Israel Duran

Download or read book Money Management Mindset written by Israel Duran and published by . This book was released on 2018-12 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Money Management Strategies for Futures Traders

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471522157
Total Pages : 286 pages
Book Rating : 4.5/5 (221 download)

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Book Synopsis Money Management Strategies for Futures Traders by : Nauzer J. Balsara

Download or read book Money Management Strategies for Futures Traders written by Nauzer J. Balsara and published by John Wiley & Sons. This book was released on 1992-04-16 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Distills complex theories for the benefit of the average trader with little or no background in finance or mathematics by offering a wide range of valuable, practical strategies for limiting risk, avoiding catastrophic losses and managing the futures portfolio to maximize profits. Numerous topics are explored including: why most traders lose at the futures game most of the time; why most mechanical trading systems are apt to fail; the probabilistic approach to trading; how to make stop-loss orders work for, rather than against you; the pros and cons of options versus futures trading; and how to limit risk through diversification.

The Only Guide to a Winning Bond Strategy You'll Ever Need

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Author :
Publisher : Truman Talley Books
ISBN 13 : 1429909390
Total Pages : 273 pages
Book Rating : 4.4/5 (299 download)

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Book Synopsis The Only Guide to a Winning Bond Strategy You'll Ever Need by : Larry E. Swedroe

Download or read book The Only Guide to a Winning Bond Strategy You'll Ever Need written by Larry E. Swedroe and published by Truman Talley Books. This book was released on 2007-04-01 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: Larry Swedroe, the author of The Only Guide to a Winning Investment Strategy You'll Ever Need, has collaborated with Joe H. Hempen to create an up-to-date book on how to invest in today's bond market that covers a range of issues pertinent to any bond investor today including: bond-speak, the risks of fixed income investing, mortgage-backed securities, and municipal bonds. The Only Guide to a Winning Bond Strategy You'll Ever Need is a no-nonsense handbook with all the information necessary to design and construct your fixed income portfolio. In this day and age of shaky stocks and economic unpredictability, The Only Guide to a Winning Bond Strategy You'll Ever Need is a crucial tool for any investor looking to safeguard their money.

The Ultimate Retirement Guide for 50+

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Author :
Publisher : Hay House, Inc
ISBN 13 : 1401959938
Total Pages : 321 pages
Book Rating : 4.4/5 (19 download)

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Book Synopsis The Ultimate Retirement Guide for 50+ by : Suze Orman

Download or read book The Ultimate Retirement Guide for 50+ written by Suze Orman and published by Hay House, Inc. This book was released on 2020-02-25 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. "I wrote this book for you," Suze says. "The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you."

Money Mindset

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119136059
Total Pages : 181 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Money Mindset by : Jacob Gold

Download or read book Money Mindset written by Jacob Gold and published by John Wiley & Sons. This book was released on 2015-11-02 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness the power of your money with a 21st century mindset The speed at which the world is evolving is compounding exponentially each day, leaving individual investors wondering how to appropriately plan for their financial future. The financial norms that helped prior generations retire with grace are quickly evaporating or have already been replaced with new difficult realities. Money Mindset is an expert-led guide to growing your wealth, protecting your wealth, and transferring your wealth to future generations. Written by a third generation financial planner who is also an adjunct finance professor at the W.P. Carey School of Business at Arizona State University, Money Mindset helps readers understand important financial concepts and theories of the 21st century. The science and psychology of money The 'WHY' of personal financial management The rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation How to manage a diverse investment portfolio to minimize macroeconomic vulnerability How to create a legacy through proper estate planning Money Mindset explores the idea that money can be looked at as an energy source. In order to truly harness its powers, one must acquire and maintain a certain money mindset. Everyone wants financial independence—having enough money to consistently fuel their everyday life. Money Mindset clears a path through the increasingly convoluted and ever-changing world to show how to finally become financially secure.

Institutional Money Management

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118148762
Total Pages : 418 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis Institutional Money Management by : David M. Smith

Download or read book Institutional Money Management written by David M. Smith and published by John Wiley & Sons. This book was released on 2011-10-27 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: An informative look at institutional investment management methods and practice The policies, practices, and decisions of institutional investment managers worldwide affect the economic health of not only the institutions themselves, but of countless individual clients as well. Overall, this area of finance has great impact on the capital markets. Filled with in-depth insights and practical advice, Institutional Money Management is an important basis of knowledge regarding both the theory and practice of this ever-evolving area of finance. Part of the Robert W. Kolb Series in Finance, this book on institutional investment management showcases contributed chapters from professional and academic experts in banking, insurance companies, mutual funds, pension funds, and endowments. Along the way, issues covered included everything from the role of institutional investors within the financial system and the structures that have emerged and evolved to industry standards of ethical practice and investment performance presentation. Provides a detailed examination of the objectives, constraints, methods, and stakeholders for the dominant types of institutional investors Focuses on the portfolio management strategies and techniques used by institutional investors Contains contributed chapters from numerous thought-leaders in the field of finance The practice of institutional investment management presents a diverse set of challenges. But with this book as your guide, you'll gain a better understanding of how you can overcome these challenges and manage your portfolio more effectively.

How I Invest My Money

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Author :
Publisher : Harriman House Limited
ISBN 13 : 0857198092
Total Pages : 200 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis How I Invest My Money by : Brian Portnoy

Download or read book How I Invest My Money written by Brian Portnoy and published by Harriman House Limited. This book was released on 2020-11-17 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian

Big Money, Little Effort

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Author :
Publisher : Kogan Page Publishers
ISBN 13 : 0749453656
Total Pages : 193 pages
Book Rating : 4.7/5 (494 download)

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Book Synopsis Big Money, Little Effort by : Mark Shipman

Download or read book Big Money, Little Effort written by Mark Shipman and published by Kogan Page Publishers. This book was released on 2008-03-03 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the best-selling author of the Next Big Investment Boom, this book provides everything you need to know about making the world's money markets work to your advantage, enabling you to turn basic investments into a winning portfolio. Big Money, Little Effort shows you how a straightforward, manageable and stress-free investment system, if properly applied and monitored, can protect you from the volatility of the world's stock markets while ensuring consistent returns on your original investment. In an industry awash with different (and often very vocal) opinions, the author removes the mystique that often surrounds stock market investment and explains his own tried-and-tested system for managing your investments - a system that can be operated and maintained in a short amount of time, once a week. The book includes a glossary of financial terms and a list of further reading resources. Whether your investment is large or small, Big Money, Little Effort is the essential guide if you want to make positive returns from the stock market.

Strategic Planning Kit For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1118077776
Total Pages : 387 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Strategic Planning Kit For Dummies by : Erica Olsen

Download or read book Strategic Planning Kit For Dummies written by Erica Olsen and published by John Wiley & Sons. This book was released on 2011-11-15 with total page 387 pages. Available in PDF, EPUB and Kindle. Book excerpt: Think and act strategically every time In today's business environment, strategic planning stresses the importance of making decisions that will ensure an organization's ability to successfully respond to changes in the environment and plan for sustainable viability. Providing practical, field-tested techniques and a complete 6-phase plan, Strategic Planning Kit For Dummies shows you how to make strategy a habit for all organizations, no matter the size, type, or resource constraints. Strategic Planning Kit For Dummies is for companies of all types and sizes looking to build and sustain a competitive edge, set up an ongoing process for market assessment and trend analysis, and develop a vision for future growth. This revised edition includes: new and updated content on planning for both the short and the long-term; crucial information on succession planning; help preparing for the unexpected using scenario planning and agile strategy; strategies for implementing change and integrating strategic plans successfully by involving all staff members; and more. The supplementary CD lays out a comprehensive, 6-phase, step-by-step program, complete with downloadable spreadsheets, charts, checklists, video links, and more Provides value for any business or entrepreneur looking to improve efficiency, focus, and competitive edge Includes practical, field-tested techniques Strategic Planning Kit For Dummies gives today's business owners and upper-level management the tools and information they need to think and act strategically in order to more effectively weather current economic storms while planning for future growth.

The Hard Times Guide to Retirement Security

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Publisher : John Wiley & Sons
ISBN 13 : 0470908343
Total Pages : 263 pages
Book Rating : 4.4/5 (79 download)

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Book Synopsis The Hard Times Guide to Retirement Security by : Mark Miller

Download or read book The Hard Times Guide to Retirement Security written by Mark Miller and published by John Wiley & Sons. This book was released on 2010-06-15 with total page 263 pages. Available in PDF, EPUB and Kindle. Book excerpt: A timely guide to overcoming the retirement challenges we all face The Great Recession has placed a wake-up call to America's baby boomers. Many have not saved enough for retirement and have not taken a hard look at how many post-work years they may need to finance. Written in a straightforward and accessible style, The Hard Times Guide to Retirement Security tackles the tough questions about retirement in the new post-crash economy. Page by page, it puts retirement in perspective by touching on important issues such as insuring against the risk of outliving your assets, recalibrating damaged retirement portfolios, managing the risk of health-care expenses in retirement, and career strategies for workers who are 50 years old and up. Reveals how to boost lifetime income through better planning, and working just a few additional years Offers advice on how to hire a financial advisor whose first loyalty is to you, not Wall Street Discusses why you should rethink housing in the wake of the real estate crash Offers detailed advice on career reinvention, the 50+ job market and midlife entrepreneurship Engaging and informative, this practical guide provides the strategies needed for a truly fulfilling and secure retirement.

Profit Strategies

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Publisher :
ISBN 13 : 9781883272302
Total Pages : 116 pages
Book Rating : 4.2/5 (723 download)

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Book Synopsis Profit Strategies by : David Stendahl

Download or read book Profit Strategies written by David Stendahl and published by . This book was released on 1999 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on years of experience, Stendahl highlights the key elements for reducing risk and maximizing profits through portfolio management techniques. More than Just a guide to what size your next position should be, this booklet features ...- 3 simple evaluation methods to ensure consistent system performance - Using your portfolio to remove fear and greed from your system - Techniques to analyze risk/reward calculations - and improve your system - Combining systems to meet your trading objectives - Tips for matching your system to your level of capitalization - And many more methods for analyzing and improving your trading performance.Plus, examples, tables, charts, and a full resource guide to help you understand all the profit-packed concepts presented.

Strategy, Money, and the New Look, 1953-1956

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Author :
Publisher : Office of the Secretary, Historical Office
ISBN 13 :
Total Pages : 838 pages
Book Rating : 4.:/5 (334 download)

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Book Synopsis Strategy, Money, and the New Look, 1953-1956 by : Richard M. Leighton

Download or read book Strategy, Money, and the New Look, 1953-1956 written by Richard M. Leighton and published by Office of the Secretary, Historical Office. This book was released on 2001 with total page 838 pages. Available in PDF, EPUB and Kindle. Book excerpt: Examines the role of Office of the Secretary of Defense and Secretary Charles E. Wilson in the transformation of national security policy during the first Eisenhower administration. Includes bibliography and index.

The Money Mission

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Author :
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781540541956
Total Pages : 162 pages
Book Rating : 4.5/5 (419 download)

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Book Synopsis The Money Mission by : Patrick Weinert

Download or read book The Money Mission written by Patrick Weinert and published by Createspace Independent Publishing Platform. This book was released on 2017-01-21 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: With even a modest income, if you start strategizing and saving for your future, the financial possibilities are nearly endless! Patrick Weinert explains the many strategies you can use to pay off your debt, save money, and plan for retirement. His guide, The Money Mission, is the result of years of experience in both personal and organizational money management. Weinert has advised the chief financial officer of the US Marine Corps on financial planning, and he brings the same rigorous skill to helping you plan out your personal financial future. The Money Mission begins by addressing debt, the main financial burden that afflicts so many Americans. Weinert offers simple and easy ways to begin reducing your debt. He examines and explains the most common obstacles blocking the way to a debt-free life and shows you exactly how to overcome them. He also explains how to create a starter savings fund and a six-month savings account reserve. After laying out the plan for a strong financial foundation, The Money Mission addresses saving for retirement, interest rates, banking, the Federal Reserve, investments, and more. With specific, accessible examples and simple terminology, Weinert makes financial management easier than ever.