Personal Financial Planning
Personal Financial Planning

Author: G. Victor Hallman

Publisher: Macgraw-Hill

Published: 1978

Total Pages: 442

ISBN-13: 9780070256415

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With more than 135,000 copies sold in previous editions, "Personal Financial Planning "has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

Making Millions For Dummies
Making Millions For Dummies

Author: Robert Doyen

Publisher: John Wiley & Sons

Published: 2009-01-06

Total Pages: 390

ISBN-13: 0470464550

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The must-have guide to achieving great wealth Making Millions For Dummies lays out in simple, easy-to-understand steps the best ways to achieve wealth. Through a proven methodology of saving, building a successful business, smart investing, and carefully managing assets, this up-front, reliable guide shows readers how to achieve millionaire or multimillionaire status. It provides the lowdown on making wise financial decisions, with guidance on managing investments and inheritances, minimizing taxes, making money grow, and, most important, how to avoid common and costly financial mistakes. Millionaire wannabes will see how to maintain financial security throughout their life with this easy-to-follow road map to financial independence. For individuals who yearn to make millions but don't want to be restricted to owning or running a business, the book features other options, such as inventing and patenting the next big thing, consulting, selling high-value collectibles, and flipping or owning real estate.

Essentials of Personal Financial Planning
Essentials of Personal Financial Planning

Author: Susan M. Tillery

Publisher: John Wiley & Sons

Published: 2018-09-21

Total Pages: 515

ISBN-13: 1119421209

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ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Personal Finance
Personal Finance

Author: Rachel S. Siegel

Publisher:

Published: 2021

Total Pages: 0

ISBN-13: 9781453334805

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"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.

ADD and Your Money
ADD and Your Money

Author: Karl Klein

Publisher: New Harbinger Publications

Published: 2009-12-02

Total Pages: 170

ISBN-13: 1608824802

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When you have attention-deficit disorder (ADD), you don't spend money like most other people. Past-due bills and impulsive spending can throw your finances into turmoil, and because these financial pitfalls are directly related to your ADD symptoms, they can seem impossible to overcome. The good news is that it is possible to get ADD-related financial disorganization under control and begin to enjoy a more stable relationship to your money. ADD and Your Money will show you how. This friendly guide, written with your ADD in mind, includes information on everything you need to know about managing your finances and staying in control. With this book as your guide, you will learn to: • Keep track of your bills • Create a budget that works • Get debt under control • Find ADD-friendly bank services • Plan around your splurges • Make time-management a priority If you're ready to start focusing on your future financial success, this book can help you start making lasting changes today.

Private Wealth Mangement 9th Ed (PB)
Private Wealth Mangement 9th Ed (PB)

Author: G. Victor Hallman

Publisher: McGraw Hill Professional

Published: 2014-11-07

Total Pages: 688

ISBN-13: 0071840176

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Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970sthrough deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth managementtrends and techniques. This latest edition of Private Wealth Managementprovides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is thecornerstone of financial planning.

Personal Finance for Beginners & Dummies
Personal Finance for Beginners & Dummies

Author: Giovanni Rigters

Publisher: Giovanni Rigters

Published:

Total Pages: 32

ISBN-13: 046304181X

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Personal Finance for beginners. Your personal finance is your number one money priority in your life to get rich. Making small changes can lead to big financial outcomes, even to becoming a millionaire. We will explore 50 different personal finance tips that will not only boost your income, but will also make you more financially savvy, confident and prepared. Start now and change your financial future. I will be sharing with you things that pertain to how you can save money. Why am I doing this? Why is it so important that you know how to save money? Why can’t we just spend all the money and income that we make from our hard work and not think about tomorrow? Before we get to solutions, I want you to know that the financial world is a volatile one, as such, anyone who wants to survive the volatility that comes with it must be armed with the right mindset, steps and tips. You will discover the secrets to maintaining financial health which will also benefit you in other areas of life.

Guide to Personal Financial Planning for the Armed Forces
Guide to Personal Financial Planning for the Armed Forces

Author: S. Jamie Gayton

Publisher: Stackpole Books

Published: 2012

Total Pages: 436

ISBN-13: 0811703711

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Complete information and advice on personal finances and important decisions, tailored to members of the armed forces Completely revised and updated for today's financial climate Instructions for creating a budget and using your future financial goals to make today's decisions Information about investment options, military benefits, and preparing for the future with insurance Practical advice on choosing a bank, buying a car, buying a house, financing education, finding insurance that fits your needs, and more Ideal for service financial management assistance offices

Missing Link
Missing Link

Author: Fred Selinger

Publisher:

Published: 2013

Total Pages: 0

ISBN-13: 9781269418287

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The Missing Link is specifically designed for those who are concerned about their financial future in a complex world of credit cards, debit cards, prepaid cards, credit reports, FICO scoring, re-paying student loans, identity theft, the impact of love and money in a relationship, ways to buy a house or car, personal taxes, IRAs, 401(k) plans, endless investment options in stocks, bonds and mutual funds, insurance, and soaring medical and retirement costs. This book gives the reader a solid financial foundation in a world where important financial choices are made and mistakes can be costly.