Everyone's Guide to Financial Planning
Author: Helen P. Rogers
Publisher: Wellington Publications
Published: 1984
Total Pages: 322
ISBN-13: 0915915006
DOWNLOAD EBOOKRead and Download eBook Full
Author: Helen P. Rogers
Publisher: Wellington Publications
Published: 1984
Total Pages: 322
ISBN-13: 0915915006
DOWNLOAD EBOOKAuthor: Coventry House Publishing
Publisher: Coventry House Publishing
Published: 2024-07-19
Total Pages: 125
ISBN-13:
DOWNLOAD EBOOKAuthor: Carrie Schwab-Pomerantz
Publisher: Crown Currency
Published: 2014-04-01
Total Pages: 434
ISBN-13: 0804137374
DOWNLOAD EBOOKHere at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.
Author: Helen P. Rogers
Publisher:
Published: 1984
Total Pages: 320
ISBN-13: 9780915915002
DOWNLOAD EBOOKAuthor: Dave Ramsey
Publisher: Penguin
Published: 1998-01-01
Total Pages: 292
ISBN-13: 9780140264685
DOWNLOAD EBOOKGet out of debt and stay out with the help of Dave Ramsey, the financial expert who has helped millions of Americans control their money The Financial Peace Planner may be the most valuable purchase you ever make. Dave Ramey's practical regimen, based on his own personal experience with debt, offers hard-won advice and much needed hope to people who find themselves in serious debt and desperate for a way out. This book comes in a workbook format, allowing you to frequently monitor your progress and, most importantly, to face your situation honestly. Loaded with inspirational insights that come from personal experience, this set of books will be life changing for any debt-ridden readers. You'll find help on how to: • Assess the urgency of your situation • Understand where your money's going • Create a realistic budget • Dump your debt • Clean up your credit rating
Author: David Barr Chilton
Publisher:
Published: 2002
Total Pages: 197
ISBN-13: 9780968394731
DOWNLOAD EBOOKAuthor: Bill Bachrach
Publisher:
Published: 2000
Total Pages: 174
ISBN-13: 9781887006033
DOWNLOAD EBOOKWhether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: Mitch Anthony
Publisher: Dearborn Trade Publishing
Published: 2002
Total Pages: 280
ISBN-13: 9780793149544
DOWNLOAD EBOOKThe financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author: Bruce W. Helmer
Publisher:
Published: 2006
Total Pages: 288
ISBN-13: 9780929636528
DOWNLOAD EBOOKAs a financial adviser, one of the simple truths Bruce Helmer has learned is that relationships are the single greatest influence on how people use their money and plan for the future. When people talk about their hopes and dreams, they talk about the people they love. Their future, the life they wish to live, is always full of the people most important to them. They don't talk first about dollars and cents, Dow Jones averages, or bond yields. They talk about a spouse, a parent, a child. When imagining their financial futures, even those without family often focus on others, such as employees, friends, faith communities, and charities. In Money and the People You Love Helmer outlines a new way to approach financial planning based on this important and nearly universal principle.
Author: Ernst & Young LLP
Publisher: John Wiley & Sons
Published: 2004-10-06
Total Pages: 544
ISBN-13: 9780471697459
DOWNLOAD EBOOKIf 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.