Advising Seniors about Their Money
Author: United States. Congress. Senate. Special Committee on Aging
Publisher:
Published: 2008
Total Pages: 236
ISBN-13:
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AgeProof
Author: Jean Chatzky
Publisher: Hachette+ORM
Published: 2016-10-25
Total Pages: 482
ISBN-13: 1455567310
DOWNLOAD EBOOKTwo of the world's leading experts explain the vital link between health and wealth that could add years to your life and dollars to your retirement savings. All the money in the world doesn't mean a thing if we can't get out of bed. And the healthiest body in the world won't stay that way if we're frazzled about five figures worth of debt. Today Show financial expert Jean Chatzky and the Cleveland Clinic's chief wellness officer Dr. Michael Roizen explain the vital connection between health and wealth--giving readers all the tactics, strategies, and know-how to live longer, healthier, more lucrative lives. The same principles that allow us to achieve a better body will allow us to do the same for our investment portfolio. For instance, physical and financial stability comes down to the same equation: Inflow versus outflow. Do we burn more calories than we ingest? Likewise, are we making more money than we spend? The authors detail scientific ways to improve our behavior so that the answers tilt in the readers' favor. They also offer ways to beat the system by automating how we do things and limiting our decisions in the face of too much food or too much debt. Chatzky and Roizen provide a plan for both financial independence and biological strength with action steps to get you there.
The Million Dollar Financial Services Practice
Author: David J. Mullen
Publisher: HarperChristian + ORM
Published: 2013-02-13
Total Pages: 283
ISBN-13: 0814431747
DOWNLOAD EBOOKIf you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.
The Behavior Gap
Author: Carl Richards
Publisher: Penguin
Published: 2012-01-03
Total Pages: 179
ISBN-13: 1101559551
DOWNLOAD EBOOK"It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational." -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: "We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough."
Where the Money Is
Author: Dr. Bob Froehlich
Publisher: John Wiley & Sons
Published: 2001-08-09
Total Pages: 326
ISBN-13: 9780471393177
DOWNLOAD EBOOKFrom the Foreword "Truly valuable investment advice doesn't just direct you to buy a particular stock but helps you to think about investment opportunities within sectors-specifically, in the industries that are poised for growth over the next years and decades. Bob's solid guidance helps you target long-term opportunities."-Suze Orman, Author of The Road to Wealth and #1 New York Times Bestsellers, The 9 Steps to Financial Freedom and The Courage to Be Rich The five themes driving and shaping the market in the millennium, from one of Wall Street's most respected investors. In Where the Money Is, Bob Froehlich, one of the financial community's most trusted advisors, gives readers a rare insider's view of the strategies that financial markets and industries are developing to capitalize on the new terrain. Peering over the economic horizon for clues to next year and beyond, Froehlich pinpoints the five most relevant investment themes that will drive and shape the continuing bull market-as they are shaping society-into the new millennium. Focusing on such key issues as the aging baby boomer population, the continued growth of a technology that provides greater access and connectivity to the world, and the rise of the global marketplace, Froehlich shows investors how to spot these larger trends within the financial markets and the economy and to build an appropriate investment strategy to capitalize on them for rich rewards. Froehlich shows readers where the money is and where it can be found in the future.
The New Advisor for Life
Author: Stephen D. Gresham
Publisher: John Wiley & Sons
Published: 2011-09-19
Total Pages: 386
ISBN-13: 1118148800
DOWNLOAD EBOOKExpert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
Changing Faces – America’s Wealth Advisors
Author: James M. Robinson
Publisher: Changing Faces WealthAdvisor
Published: 2007-03-28
Total Pages: 282
ISBN-13: 9781419663963
DOWNLOAD EBOOKChanging Faces - America's Wealth AdvisorsThe Place for Aspiring and Young Financial Services Professionals i.e. "Young" In Business"
Elder Abuse
Author: XinQi Dong
Publisher: Springer
Published: 2017-02-22
Total Pages: 721
ISBN-13: 3319475045
DOWNLOAD EBOOKThis book provides a global comprehensive and systematic state-of-the review of this field that fills the gaps between research, practice, and policy. The book addresses the epidemiology of the issue and the global prevalence of elder abuse in both developed and developing countries, which synthesizes the most up-to-date data about risk factors and protective factors associated with elder abuse and consequences of elder abuse; clinical assessment and management of elder abuse, including screening, detection, management of elder abuse, and the role of decision making capacity and forensic approaches; practice and services that describe adult protective services, legal justice, elder court systems, and guardianship system; elder abuse and culture, which provides more in-depth anthropological and ethnographic experiences; policy issues, which highlights the elder justice movement, GAO reports, elder justice act, older American act and elder justice coordinating council; and future directions, which explores translational research, practice, education/training and policy issues surrounding elder abuse. Elder Abuse: Research, Practice and Policy is a useful resource for aging researchers, social services, general internists, family medicine physicians, social workers, nurses, and legal professionals interested in the issues of elder abuse.
The 5 Years Before You Retire, Updated Edition
Author: Emily Guy Birken
Publisher: Simon and Schuster
Published: 2021-05-11
Total Pages: 240
ISBN-13: 1507213603
DOWNLOAD EBOOKLearn everything you need to do in the next five years to create a realistic plan for your retirement with clear, practical advice that is sure to set your future up for success. Most people don’t realize they haven’t saved enough for their retirement until their sixties and by then, it’s often too late to save enough for a comfortable retirement. The 5 Years Before You Retire has helped thousands of people prepare for retirement—even if they waited until the last minute. In this new and updated edition, you’ll find out everything you need to do in the next five years to maximize your current savings and create a realistic plan for your future. Including recent changes in financial planning, taxes, Social Security, healthcare, insurance, and more, this book is the all-inclusive guide to each financial, medial, and familial decision. From taking advantage of the employer match your company offers for your 401k to enrolling in Medicare to discussing housing options with your family, you are completely covered on every aspect of retirement planning. These straightforward strategies explain in detail how you can make the most of your last few years in the workforce and prepare for the future you’ve always wanted. Whether you just started devising a plan or have been saving since your first job, The 5 Years Before You Retire, Updated Edition, will tell you exactly what you need to know to ensure you live comfortably in the years to come.
Who Can You Trust With Your Money?
Author: Bonnie Kirchner
Publisher: Pearson Education
Published: 2010-01-19
Total Pages: 264
ISBN-13: 0137033664
DOWNLOAD EBOOKBonus content "Getting the Financial Help You Need" included in this digital edition. Is Your Financial Advisor Honest? Are You Sure? Learn how to: Choose an honest, qualified financial advisor and avoid the crooks Spot the warning signs that you’re being ripped off Empower and protect yourself, and get more help for your money Is your financial advisor the next Bernie Madoff? Can you afford not to know? Get this book, and find out! Read Bonnie Kirchner’s unforgettable personal story: Her sudden realization that she was married to one of the nation’s worst financial fraud artists. Then, follow Kirchner’s journey...learn what she learned about detecting financial scammers...discover the questions you must ask and the steps you must take so it never happens to you!
