Financial Planning Answer
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Personal Financial Planning
![Personal Financial Planning](https://youbookinc.com/wp-content/uploads/2024/06/cover.jpg)
Author | : Kwok Ho,Chris Robinson,Jodi C. Letkiewicz,Victoria Zaremba |
Publsiher | : Unknown |
Total Pages | : 0 |
Release | : 2023 |
Genre | : Finance, Personal |
ISBN | : 1553224213 |
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"This text/reference book is the most up-to-date integrated presentation of the field of personal financial planning. This sixth edition has been thoroughly revised to incorporate changes in laws and professional requirements applicable to personal financial planning."--
The One Page Financial Plan
Author | : Carl Richards |
Publsiher | : Portfolio |
Total Pages | : 226 |
Release | : 2015-03-31 |
Genre | : Business & Economics |
ISBN | : 9781591847557 |
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Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
Financial Planning Answer Book 2009
Author | : Jeffrey H. Rattiner |
Publsiher | : CCH |
Total Pages | : 544 |
Release | : 2008-11 |
Genre | : Business & Economics |
ISBN | : 0808092170 |
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Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Financial Planning Answer
Author | : Jeffrey H. Rattiner |
Publsiher | : CCH Incorporated |
Total Pages | : 550 |
Release | : 2007-10 |
Genre | : Business & Economics |
ISBN | : 0808091409 |
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Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
The Investment Answer
Author | : Gordon Murray,Daniel C. Goldie |
Publsiher | : Business Plus |
Total Pages | : 86 |
Release | : 2011-01-12 |
Genre | : Business & Economics |
ISBN | : 9781455503292 |
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What if there were a way to cut through all the financial mumbo-jumbo? Wouldn't it be great if someone could really explain to us-in plain and simple English-the basics we must know about investing in order to insure our financial freedom? At last, here's good news. Jargon-free and written for all investors-experienced, beginner, and everyone in between-The Investment Answer distills the process into just five decisions-five straightforward choices that can lead to safe and sound ways to manage your money. When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, "Do you want to write that book you've always wanted to do?" The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The Investment Answer asks readers to make five basic but key decisions to stack the investment odds in their favor. The advice is simple, easy-to-follow, and effective, and can lead to a more profitable portfolio for every investor. Specifically: Should I invest on my own or seek help from an investment professional? How should I allocate my investments among stocks, bonds, and cash? Which specific asset classes within these broad categories should I include in my portfolio? Should I take an actively managed approach to investing, or follow a passive alternative? When should I sell assets and when should I buy more? In a world of fast-talking traders who believe that they can game the system and a market characterized by instability, this extraordinary and timely book offers guidance every investor should have.
Financial Planning for Your First Job
Author | : Matthew Brandeburg |
Publsiher | : Unknown |
Total Pages | : 142 |
Release | : 2016-05-25 |
Genre | : Finance, Personal |
ISBN | : 0692721959 |
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Financial Planning For Your First Job provides the tools you need to manage your money and take charge of your financial life. Inside this book you will be introduced to the practice of personal financial planning and you will learn how to create and monitor a successful financial plan. If you're a young adult who needs the guidance of a financial planner but can't afford the high price tag, this book is for you. You Will Learn To: - Set specific and achievable financial goals - Apply economic analysis to all financial decisions - Analyze income and asset protection strategies - Integrate and monitor your personal financial plan Topics Covered in Detail: - Cash flow management - College planning - Debt management - Insurance - Investing - Retirement planning - Tax planning Some of the Strategies Revealed Inside: - How to manage your debt - How to think like a professional investor - How to manage your cash flow - How to recession-proof your financial plan - What lines of insurance you need today If You Answer YES To Any Of These Questions, This Book Is For You: - Trying to decide between paying off student loans and saving for retirement? - Trying to decide which debt to pay off first? - Wondering whether you should buy or rent your first home? - Wondering which is better for you, a 401k or Roth IRA? Foreword written by Cincinnati Reds pitcher Burke Badenhop.
Estate and Retirement Planning Answer Book
Author | : William D. Mitchell |
Publsiher | : CCH |
Total Pages | : 1284 |
Release | : 2008-08 |
Genre | : Business & Economics |
ISBN | : 0808091751 |
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Estate and Retirement Planning Answer Book (2009 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2009 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.
Values based Financial Planning
Author | : Bill Bachrach |
Publsiher | : Unknown |
Total Pages | : 174 |
Release | : 2000 |
Genre | : Business & Economics |
ISBN | : 1887006036 |
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Whether 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 ...