Essentials of Retirement Planning: A Holistic Review of Personal Retirement
Essentials of Retirement Planning: A Holistic Review of Personal Retirement

Author: Eric J. Robbins

Publisher:

Published: 2014-01-01

Total Pages: 326

ISBN-13: 9781306988209

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This book provides the quintessential information needed to understand the financial side of the retirement planning coin. You ll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing will be thoroughly discussed as well as strategies used to legally shift benefits in favor of highly compensated employees (HCEs). However, some employers do not sponsor a plan; and when this happens, retirement savers will need to understand the options available within the world of individual retirement accounts (IRAs). This book is not intended to provide investment advice, but rather to explore how different retirement savings vehicles function and how they can be effectively deployed. This book also discusses non-investment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees."

Essentials of Retirement Planning
Essentials of Retirement Planning

Author: Eric J. Robbins

Publisher: Business Expert Press

Published: 2016-05-26

Total Pages: 332

ISBN-13: 1631575163

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This book provides the quintessential information needed to understand the financial side of the retirement planning coin. Readers will begin by learning about the various plan types available to the employers to offer to their employees. The topics related to compliance testing are thoroughly discussed as well as strategies used to legally shift benefits in favor of the highly compensated employees. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available in the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to guide how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients will ask questions about all aspects of their financial life. For this reason, this book also discusses non-investment-related topics, such as housing options, social security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.

The Holistic Retirement Planning Revolution
The Holistic Retirement Planning Revolution

Author: LANE G. MARTINSEN

Publisher: Light Network

Published: 2019-02-28

Total Pages: 190

ISBN-13: 9781733593915

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Conventional wisdom steeped in outdated financial advice is still common. Experience greater peace of mind from knowing your retirement income plan is optimized and achieving "gamma." Gamma is the measurable increase in your retirement income and can only be achieved through comprehensive holistic retirement planning.

Redefining Shareholder Value
Redefining Shareholder Value

Author: Mariana Schmid

Publisher: Business Expert Press

Published: 2015-07-22

Total Pages: 87

ISBN-13: 1631571672

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Measuring shareholder value has become crucial in the current economic environment, especially following the consistent pressure from institutional shareholders on companies to create shareholder value in an adverse economic environment. Maximizing the company’s value will make the company less appealing to hostile takeovers. Takeovers are a capital market mechanism designed to control the conflicts of interest between shareholders and managers of the company. In this study, the authors examine the best methods used in measuring shareholder value, and explore the process of shareholder value creation in the years prior and following the creeping takeover of Ivanhoe Mines by Rio Tinto Plc. The study is based on data and ratio analytics from ThomsonONE (Reuters), information that is publicly available through press releases, analyst coverage, and financial news. It also includes an in-depth analysis of the creeping takeover of Ivanhoe Mines by Rio Tinto Plc.

The Fundamentals of Financial Statement Analysis as Applied to the Coca-Cola Company
The Fundamentals of Financial Statement Analysis as Applied to the Coca-Cola Company

Author: Carl McGowan

Publisher: Business Expert Press

Published: 2014-10-05

Total Pages: 80

ISBN-13: 163157096X

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Recent stock market crises are exacerbated by investors who don’t understand what has been happening to companies because investors lack an understanding of financial ratio analysis. Stock markets are efficient in that they incorporate, and even anticipate, information about companies based on financial accounting data provided by companies. However, market efficiency results from extensive analysis performed by financial analysts. Much of this financial analysis is based on the analysis of financial information provided by companies and analyzed using financial ratio analysis. This book provides a step-by-step demonstration of how to download data from Internet sources, transfer the data to a spreadsheet, and conduct a financial ratio analysis of any company. The book outlines the steps needed to perform a financial ratio analysis, the financial statements to be retrieved from EDGAR, and the five categories of financial ratios used in the financial analysis of the company. The data retrieved from the financial statements is copied to a worksheet and used to compute and graph the financial ratios. The ratios and graphs are used to determine the performance drivers of this company.

Financial Ratios
Financial Ratios

Author: Sandeep Goel

Publisher: Business Expert Press

Published: 2015-12-24

Total Pages: 163

ISBN-13: 1631573608

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Financial ratios are an important technique of the financial analysis of a business organization. Effective financial management is the key to running a financially successful business. Ratio analysis is critical for helping you understand financial statements, for identifying trends over time, and for measuring the overall financial health of your business. Lenders and potential investors often rely on ratio analysis for making lending and investing decisions. This book aims to not only develop an understanding of the concepts of financial ratios but also to provide the students a practical insight into the application of financial ratios for decision making and control. It analyzes the financial statements of corporate enterprises in India in diverse sectors with the help of financial ratios in order to facilitate the learning process.

Corporate Valuation Using the Free Cash Flow Method Applied to Coca-Cola
Corporate Valuation Using the Free Cash Flow Method Applied to Coca-Cola

Author: Carl McGowan

Publisher: Business Expert Press

Published: 2014-10-15

Total Pages: 61

ISBN-13: 1631570307

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The value of a corporation is the discounted present value of future cash flows provided by the company to the shareholders. The valuation process requires that the corporate financial decision maker determine the future free cash flow to equity, the short-term growth rate, the long-term growth rate, and the required rate of return based on market beta. This book provides a template for demonstrating corporate valuation using a real company—Coca-Cola. The data used in this book comes from the financial statements of Coca-Cola available on EDGAR. Other data are from SBBI, Yahoo! Finance, the U.S. Bureau of Economic Analysis, Stocks, Bonds, Bills, and Infla-tion, Market Results for 1926–2010, 2011 Yearbook, Classic Edition, Morningstar, and US Department of the Treasury.

Money Laundering and Terrorist Financing Activities
Money Laundering and Terrorist Financing Activities

Author: Milan Frankl

Publisher: Business Expert Press

Published: 2016-12-02

Total Pages: 101

ISBN-13: 1631575945

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The purpose of this book is to introduce the reader to mechanisms useful for detection and avoidance of money-laundering activities (MLAs) and terrorist financing as well as suggest improvements to existing anti-MLA methods and procedures where appropriate. Money laundering occurs in every country. The significant factor is to diagnose illegal MLAs and apply regulations to mitigate them. To meet this objective, managers of financial instituÂtions need to train their employees about anti-money-laundering proÂcesses and how to diagnose and prevent them. Anti-money-laundering activities can also affect financial systems of a country. MLAs can create a big gap between income classes. Money laundering can also decrease bank's and financial instituÂtion's credibility. This book will be of special interest to financial managers in the priÂvate and public sector and will also be a useful guide for those involved in international financial transactions.

Online Marketing to Investors
Online Marketing to Investors

Author: Daniel R. Valentine

Publisher: Business Expert Press

Published: 2015-04-13

Total Pages: 135

ISBN-13: 1631571419

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“This book clearly explains why Investor Relations is now a highly regarded career choice and demonstrates its value to companies and the investment community.”—Helen Parris, Director of Investor Relations, G4S plc “This book is an essential read for Investor Relations profes-sionals, business managers, and anyone interested in corporate relations.”—William Sun, Deputy Director of the Centre for Governance, Leadership and Global Responsibility, Leeds Business School The expectations on UK listed companies continue to grow with the expansion of the regulatory framework and an increase in public scrutiny. The investment community continues to demand access to management, regular and meaningful communication, and an understanding of a firm’s position relative to its competitors. It falls increas-ingly to the Investor Relations (IR) function to help compa-nies and their management meet the rigorous demands of the equity markets and an evolving set of tools, technolo-gies, legal and governance frameworks. Digital channels present great but underutilised poten-tial to contribute to ever more effective IR. Online platforms offer fast, comprehensive, economical, exible and regula-tion-compliant methods of disclosing corporate informa-tion to investors, analysts and other relevant parties in the investment evaluation and decision making process.