How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071798986
Total Pages : 273 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by : Kathleen Burns Kingsbury

Download or read book How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2012-08-31 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

The Missing Mentor

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Author :
Publisher : Household Pub./Enterprises Incorporated
ISBN 13 : 9780977273096
Total Pages : 0 pages
Book Rating : 4.2/5 (73 download)

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Book Synopsis The Missing Mentor by : Mary E. Stutts

Download or read book The Missing Mentor written by Mary E. Stutts and published by Household Pub./Enterprises Incorporated. This book was released on 2010-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ms. Mentor's Impeccable Advice for Women in Academia

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Author :
Publisher : University of Pennsylvania Press
ISBN 13 : 0812208110
Total Pages : 242 pages
Book Rating : 4.8/5 (122 download)

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Book Synopsis Ms. Mentor's Impeccable Advice for Women in Academia by : Emily Toth

Download or read book Ms. Mentor's Impeccable Advice for Women in Academia written by Emily Toth and published by University of Pennsylvania Press. This book was released on 2012-07-24 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: In question-and-answer form, Ms. Mentor advises academic women about issues they daren't discuss openly, such as: How does one really clamber onto the tenure track when the job market is so nasty, brutish, and small? Is there such a thing as the perfectly marketable dissertation topic? How does a meek young woman become a tiger of an authority figure in the classroom-and get stupendous teaching evaluations? How does one cope with sexual harassment, grandiosity, and bizarre behavior from entrenched colleagues? Ms. Mentor's readers will find answers to the secret queries they were afraid to ask anyone else. They'll discover what it really takes to get tenure; what to wear to academic occasions; when to snicker, when to hide, what to eat, and when to sue. They'll find out how to get firmly planted in the rich red earth of tenure. They'll learn why lunch is the most important meal of the day.

Wise Women Managing Money

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Author :
Publisher : Moody Publishers
ISBN 13 : 0802499880
Total Pages : 209 pages
Book Rating : 4.8/5 (24 download)

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Book Synopsis Wise Women Managing Money by : Miriam Neff

Download or read book Wise Women Managing Money written by Miriam Neff and published by Moody Publishers. This book was released on 2022-03-01 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: A book by women, for women, about money management. More women than ever have control of capital and are making financial decisions. Yet not every woman has command of the lingo, the underlying principles, or the big-picture perspective of money management. If that describes you, Wise Women Managing Money is here to help. Written by a mother-daughter team, this book is uniquely positioned to come alongside you and provide the financial overview you need. Miriam, the mother in the duo, has enough real-world experience to give her a vintage outlook on life. As a long-time counselor, she understands human needs. And as a widow, she knows what it means to be thrust unexpectedly into money matters. Valerie, the daughter, is an attorney, certified financial planner, and an expert in Christian philanthropy. Together, Miriam and Valerie combine their skillsets to answer your pressing questions about things like: Credit cards Managing debt Insurance Loans and contracts Budget busters Avoiding fraud Picking a financial advisor IRAs, annuities, & Roths Kingdom giving And much more! Whether you’re newly involved in money management due to a career or life transition, or you just want to be more knowledgeable about this important part of life, Wise Women Managing Money will teach you the ropes in language anyone can understand. Don’t let all the business jargon or technical terms intimidate you. Take control of your financial future and start managing your money in ways that honor God and allow you to do good with the resources He provides.

In the Company of Women

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Publisher : Artisan Books
ISBN 13 : 1579655971
Total Pages : 361 pages
Book Rating : 4.5/5 (796 download)

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Book Synopsis In the Company of Women by : Grace Bonney

Download or read book In the Company of Women written by Grace Bonney and published by Artisan Books. This book was released on 2016-10-04 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: New York Times Bestseller “I want to rip out every page of this glorious book and hang them on my wall so that I can be surrounded by these incredible women all day long.” —Emma Straub, New York Times bestselling author of The Vacationers and Modern Lovers Over 100 exceptional and influential women describe how they embraced their creative spirit, overcame adversity, and sparked a global movement of entrepreneurship. Media titans and ceramicists, hoteliers and tattoo artists, comedians and architects—taken together, these profiles paint a beautiful picture of what happens when we pursue our passions and dreams.

Lean In

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Author :
Publisher : Knopf
ISBN 13 : 0385349955
Total Pages : 241 pages
Book Rating : 4.3/5 (853 download)

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Book Synopsis Lean In by : Sheryl Sandberg

Download or read book Lean In written by Sheryl Sandberg and published by Knopf. This book was released on 2013-03-11 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: #1 INTERNATIONAL BESTSELLER • “A landmark manifesto" (The New York Times) that's a revelatory, inspiring call to action and a blueprint for individual growth that will empower women around the world to achieve their full potential. In her famed TED talk, Sheryl Sandberg described how women unintentionally hold themselves back in their careers. Her talk, which has been viewed more than eleven million times, encouraged women to “sit at the table,” seek challenges, take risks, and pursue their goals with gusto. Lean In continues that conversation, combining personal anecdotes, hard data, and compelling research to change the conversation from what women can’t do to what they can. Sandberg, COO of Meta (previously called Facebook) from 2008-2022, provides practical advice on negotiation techniques, mentorship, and building a satisfying career. She describes specific steps women can take to combine professional achievement with personal fulfillment, and demonstrates how men can benefit by supporting women both in the workplace and at home.

Money Confidence

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Author :
Publisher : Greenleaf Book Group
ISBN 13 : 162634440X
Total Pages : 319 pages
Book Rating : 4.6/5 (263 download)

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Book Synopsis Money Confidence by : Crystal Oculee

Download or read book Money Confidence written by Crystal Oculee and published by Greenleaf Book Group. This book was released on 2017-09-05 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to money,hope is not a strategy. Toughen up, take action, and keep what’s yours! Have you, like many women, put off organizing your financial life? You know you want independence, you know you want to save, and you know you want a solid retirement. But if you’re overwhelmed at the thought of where and how to begin, you’re not alone. You may have been raised to defer to others in matters of money, or you may feel you simply lack the understanding of how to take on financial matters. Without the confidence they need, it’s easy for women to find themselves in a situation where the only action they feel they can take is hoping that everything will turn out all right in the end. But planning for the future doesn’t have to be this way. Money Confidence is Crystal Oculee’s authoritative and engaging reality check and call to action for women of all ages to take—or regain—control of their financial lives. The author shows why hope is not a financial strategy, and how, with the tools and information she provides, women can attain the independence, savings, and secure retirement they want. The author cleverly employs metaphors from familiar fairy tales to illuminate and accentuate the book’s serious message: Women need to toughen up; and they can and need to identify and overcome myths and mind-sets that place them at a disadvantage when it comes to dealing with their money and finding and working with financial advisors. Oculee shows women how to communicate, be strong, ask questions, and reject advisors who don’t take them seriously. Real-life scenarios of various women’s experiences with money and advisors prove how women can get the confidence they need once they know what is holding them back. The author presents informative, down-to-earth explanations of common financial situations and specific financial products along with useful worksheets in a conversational and friendly tone with a good dose of sass. Women will find her valuable and easy-to-follow advice rings true. Crystal is a personal finance expert, a national financial motivational speaker, a Personal Money Trainer™, and author. She is a regular TV and radio guest who has appeared on CBS News, Fox, ABC, KFI, KTLK, KRLA, KDAR, and KKLA. She has also been featured in publications such as Entrepreneur and Redbook. ​Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actor’s Guild (SAG), the Motion Picture & Television Fund, California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat. She is the author of Your Personal Money Diary.

The World's Best Advice from the World's Wisest Women

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Author :
Publisher : Insight Editions
ISBN 13 : 9781601090331
Total Pages : 0 pages
Book Rating : 4.0/5 (93 download)

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Book Synopsis The World's Best Advice from the World's Wisest Women by : B.J. Gallager

Download or read book The World's Best Advice from the World's Wisest Women written by B.J. Gallager and published by Insight Editions. This book was released on 2009-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is a long and sacred tradition of women inspiring other women — in overcoming seemingly impossible difficulties, in following dreams into uncharted territory, in rising to great heights of achievement, in finding spiritual and creative fulfillment. The World’s Best Advice From the World’s Wisest Women from Other Women is a collection of wise advice, personal anecdotes, inspirational quotes, and comic one-liners, all celebrating what women learn from one another. Author B. J. Gallagher also shares stories about the many women who have taught her — from grandmothers to actresses to politicians to shopkeepers. Topics include work, friendship, love, money, motherhood, creativity, and happiness, everything a woman needs to know!

Badass Women Give the Best Advice

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Author :
Publisher : Mango Media Inc.
ISBN 13 : 1633536947
Total Pages : 150 pages
Book Rating : 4.6/5 (335 download)

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Book Synopsis Badass Women Give the Best Advice by : Becca Anderson

Download or read book Badass Women Give the Best Advice written by Becca Anderson and published by Mango Media Inc.. This book was released on 2018-03-13 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: “I, for one, will be taking to heart all the advice from these very wise and wild women—silver screen queens, comediennes and brilliant writers.” —Nina Lesowitz, author of The Grateful Life This delightfully dishy gathering of gal pals is like having a heart-to-heart with 200 of your closest friends. Garrulous girls and loquacious ladies from every walk of life unleash their wicked wit in this humorous and enlightening compilation and tell it like it is. Topics include What the World Needs Now, Love Hurts, Lost Love, and Are Men Really Necessary. Learn and laugh at the real stories of the amazing women you love:true tales about wild women of yore that entertain as much as they enlighten. From Anais Nin, Lily Tomlin, Amy Bloom, Dorothy Allison, Drew Barrymore, Chrissy Teigen and beyond, there’s no shortage of sass, sarcasm, or sizzle and a few shocks along the way! In Badass Women Give the Best Advice, readers will find: Wisdom about sex, dating, break ups, weddings, the prerequisites for the perfect kiss, and more!Quotes and true stories from famous women and girl bossesQuizzes, love and sex bucket lists, and topics like “Size Really Does Matter,” and “Cry Me a River, The Weepiest Romantic Movies Ever” that will spice up your sex and love life “Ah, love, luv, l’amour! Buy this for your honey and read it in bed together. That’s amore!” —Trina Robbins, author of Last Girl Standing “Meet your 200 new bffs and listen up. Everything you need to know is in this book.” —Reeda Joseph, author of Girlfriends Forever

Dear Female Founder

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Author :
Publisher :
ISBN 13 : 9780995608108
Total Pages : 312 pages
Book Rating : 4.6/5 (81 download)

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Book Synopsis Dear Female Founder by : Lu Li

Download or read book Dear Female Founder written by Lu Li and published by . This book was released on 2016-10-11 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dear Female Founder is based on one simple question: If successful female entrepreneurs and investors wrote a letter of advice to the next generation of female founders - what would they write about? This book shares invaluable insights from 66 inspirational women sharing business advice they wished someone had told them when they started out.

What Works for Women at Work

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Publisher : NYU Press
ISBN 13 : 1479871834
Total Pages : 396 pages
Book Rating : 4.4/5 (798 download)

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Book Synopsis What Works for Women at Work by : Joan C. Williams

Download or read book What Works for Women at Work written by Joan C. Williams and published by NYU Press. This book was released on 2020-08-25 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: A mother-daughter legal scholar team “offers unabashedly straightforward advice in a how-to primer for ambitious women . . . [A]ttention-grabbing revelations” (Debora L. Spar, The New York Times Book Review) What Works for Women at Work is a comprehensive and insightful guide for mastering office politics as a woman. Authored by Joan C. Williams, one of the nation’s most-cited experts on women and work, and her daughter, Rachel Dempsey, this unique book offers a multi-generational perspective into the realities of today’s workplace. Often women receive messages that they have only themselves to blame for failing to get ahead. What Works for Women at Work tells women it’s not their fault. Based on interviews with 127 successful working women, over half of them women of color, What Works for Women at Work presents a toolkit for getting ahead in today’s workplace. Distilling over thirty-five years of research, Williams and Dempsey offer four crisp patterns that affect working women. Each represents different challenges and requires different strategies—which is why women need to be savvier than men to survive and thrive in high-powered careers. Williams and Dempsey’s analysis of working women is nuanced and in-depth, going beyond the traditional one-size-fits-all approaches of most career guides for women. Throughout the book, they weave real-life anecdotes from the women they interviewed, along with advice on dealing with difficult situations such as sexual harassment. An essential resource for any working woman. “Many steps beyond Lean In (2013), Sheryl Sandberg’s prescription for getting ahead . . . .[F]illed with street-smart advice and plain old savvy about the way life works in corporate America.” —Booklist, starred review) “A playbook on how to transcend and triumph.” —O, The Oprah Magazine

A Leadership Guide for Women in Higher Education

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Author :
Publisher : JHU Press
ISBN 13 : 1421441012
Total Pages : 168 pages
Book Rating : 4.4/5 (214 download)

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Book Synopsis A Leadership Guide for Women in Higher Education by : Marjorie Hass

Download or read book A Leadership Guide for Women in Higher Education written by Marjorie Hass and published by JHU Press. This book was released on 2021-08-10 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book aims to give women the frank, supportive advice they need to advance in their careers and to lead with excellence. Based on the author's fifteen years of senior leadership experience at three different colleges and her mentorship work with dozens of women, this book guides women through launching, building, and advancing an academic career"--

Women in Tech

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Publisher : Sasquatch Books
ISBN 13 : 1632170671
Total Pages : 273 pages
Book Rating : 4.6/5 (321 download)

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Book Synopsis Women in Tech by : Tarah Wheeler

Download or read book Women in Tech written by Tarah Wheeler and published by Sasquatch Books. This book was released on 2016-03-29 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Jam packed with insights from women in the field,” this is an invaluable career guide for the aspiring or experienced female tech professional (Forbes). As the CEO of a startup, Tarah Wheeler is all too familiar with the challenges female tech professionals face on a daily basis. That’s why she’s teamed up with other high-achieving women within the field—from entrepreneurs and analysts to elite hackers and gamers—to provide a roadmap for women looking to jump-start, or further develop, their tech career. In an effort to dismantle the unconscious social bias against women in the industry, Wheeler interviews professionals like Brianna Wu (founder, Giant Spacekat), Angie Chang (founder, Women 2.0), Keren Elazari (TED speaker and cybersecurity expert), Katie Cunningham (Python educator and developer), and Miah Johnson (senior systems administrator) about the obstacles they have overcome to do what they love. Their inspiring personal stories are interspersed with tech-focused career advice. Readers will learn: • the secrets of salary negotiation • the best format for tech resumes • how to ace a tech interview • the perks of both contracting (W-9) and salaried full-time work • the secrets of mentorship • how to start your own company • and much more! BONUS CONTENT: Perfect for its audience of hackers and coders, Women in Tech also contains puzzles and codes throughout—created by Mike Selinker (Lone Shark Games), Gabby Weidling (Lone Shark Games), and cryptographer Ryan “LostboY” Clarke—that are love letters to women in the industry. A distinguished anonymous contributor created the Python code for the cover of the book, which references the mother of computer science, Ada Lovelace. Run the code to see what it does!

Women & Money (Revised and Updated)

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Author :
Publisher : Random House
ISBN 13 : 0812987616
Total Pages : 225 pages
Book Rating : 4.8/5 (129 download)

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Book Synopsis Women & Money (Revised and Updated) by : Suze Orman

Download or read book Women & Money (Revised and Updated) written by Suze Orman and published by Random House. This book was released on 2018-09-11 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Achieve financial peace of mind with the million-copy #1 New York Times bestseller, now revised and updated, featuring an entirely new Financial Empowerment Plan and a bonus chapter on investing. The time has never been more right for women to take control of their finances. The lessons, revelations, and shocks of the past few years have made it clear that standing in our truth is the only way to care for ourselves, our families, and our finances. With her signature mix of insight, compassion, and practical advice, Suze equips women with the financial knowledge and emotional awareness to overcome the blocks that have kept them from acting in the best interest of their money—and themselves. Whether you are single or in a committed relationship, a successful professional, a worker struggling to make ends meet, a stay-at-home parent, or a creative soul, Suze offers the possibility of living a life of true wealth, a life in which you own the power to control your destiny. At the center of this fully revised and updated edition, Suze presents an all-new Financial Empowerment Plan, designed to get you to a place of emotional and financial security as quickly as possible—because the most precious commodity women have is time. Divided into four essential components, the plan will teach you how to • Protect yourself • Spend smart • Build your future • Give to others Also included is a bonus chapter on investing—for those who are living by Suze’s unbreakable financial ground rules and ready to learn how to invest with confidence. Women & Money speaks to every mother, daughter, grandmother, sister, and wife. It gives readers the opportunity to tap into Suze’s unique spirit, people-first wisdom, and unparalleled appreciation that for women, money itself is not the end goal. It’s the means to living a full and meaningful life.

Housewife Theologian

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Author :
Publisher : P & R Publishing
ISBN 13 : 9781596386655
Total Pages : 240 pages
Book Rating : 4.3/5 (866 download)

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Book Synopsis Housewife Theologian by : Aimee Byrd

Download or read book Housewife Theologian written by Aimee Byrd and published by P & R Publishing. This book was released on 2013 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Women who want God to be more than superficially in their lives can rise above the world's expectations by becoming housewife theologians finding true meaning and true worship everyday. Great for journaling and for group discussion.

Money Confidence

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Author :
Publisher : Post Hill Press
ISBN 13 : 1682614344
Total Pages : 173 pages
Book Rating : 4.6/5 (826 download)

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Book Synopsis Money Confidence by : Kerry Hannon

Download or read book Money Confidence written by Kerry Hannon and published by Post Hill Press. This book was released on 2017-10-31 with total page 173 pages. Available in PDF, EPUB and Kindle. Book excerpt: The loss of a spouse or partner is traumatic and having to deal with money issues can be challenging. To rebuild your life, you need to get a grip on your finances as quickly as possible. That means figuring out your sources of income, devising a budget, and much more. Making the effort to learn about money will give you the knowledge and confidence to handle your own finances. Financial security is personal freedom. Money Confidence provides practical, can-do advice that covers the gamut from creating a budget that works to investing, where to turn for financial advice and estate planning. In addition, it will include a short tutorial on Kerry’s 3-part financial fitness plan: How to get financially, physically, and spiritually fit. These three steps are at the core of building a rich, independent life. Money Confidence provides divorced or widowed women with essential information that can transform their lives. This book should be viewed as a survival kit to help you protect the assets you have, pay the bills, organize your income, and help you navigate the grief with positive action steps through difficult transitions.

Mrs Moneypenny's Careers Advice for Ambitious Women

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Author :
Publisher :
ISBN 13 : 9780670920846
Total Pages : 0 pages
Book Rating : 4.9/5 (28 download)

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Book Synopsis Mrs Moneypenny's Careers Advice for Ambitious Women by : Mrs. Moneypenny

Download or read book Mrs Moneypenny's Careers Advice for Ambitious Women written by Mrs. Moneypenny and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Welcome to the world of Mrs Moneypenny, where it's all about who you know and what you know. Where you can't have it all, but you have to do it all. And where women wanting to reach the top need to learn to say 'no'.