Download or read book Bottom Line Financial Planning written by Kenny Gott, CFP, SPHR and published by Createspace Independent Publishing Platform. This book was released on 2017-02-20 with total page 270 pages. Available in PDF, EPUB and Kindle. Book excerpt: Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING! Learn key concepts from experienced professionals--from efficient investing to tax and debt management, from retirement -wish-list- planning to guarding your loved ones from financial hazards, from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of -bottom line- planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with helpful tips and stories from seasoned financial professionals focused on helping clients manage risk and fund their good life.
Download or read book The Bottom Line written by Diane Dakers and published by Financial Literacy for Life. This book was released on 2017-03-15 with total page 48 pages. Available in PDF, EPUB and Kindle. Book excerpt: The basic concepts of financial literacy are explored in this important book for young people. Relevant and accessible terms and real-world examples teach readers about financial responsibility and how to think critically about their wants and needs. Financial planning strategies are discussed and opportunities to practice activities, such as budgeting and record keeping, are provided.
Download or read book The Bottom Line of Happiness written by Matthew Pardieck and published by . This book was released on 2021-12-09 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Almost 50% of business owners will transition to their exit strategy within the next five years. Are you set up for success-and most importantly-happiness? As an aeronautical engineer and pilot working in wealth management for business owners for over 25 years, Matthew Pardieck knows a thing or two about navigating corporate success as well as personal happiness. Written for the mission-driven business owner who is moved to not only complete an exit from a profitable business but also wants to leverage that success to help them take care of the people and causes important to them-such as family, employees, charities, and community-The Bottom Line of Happiness shares ideas on: Understanding and shaping your business around your True North How to form and manage a dynamic team that helps with ideas and action Important tools that are available to keep you and your business on course while you take care of yourself and those important to you The differences between the types of businesses so you understand your most appropriate financial and exit strategies Financial and tax strategies to help you and your causes as you build and grow a business Understanding the many types of exits and choosing one that fits your financial and non-financial goals And continuing to live a fulfilling life with a big heart before and after your exit The mission-driven owners who fly toward their own True North are what Pardieck calls "Big Hearted Business Owners(TM)." Employing tens of millions of workers, Big Hearted Business Owners(TM) have the ability to create new wealth and improve their communities. Yet many lack the training, expertise, or time to navigate the tax, planning, and financial landscape. Pardieck's tried-and-true techniques have helped owners fulfill their corporate and personal goals as well as potentially saving millions in taxes, which in many cases have been re-directed toward causes important to them or their families.
Download or read book Publishing for Profit written by Thomas Woll and published by Chicago Review Press. This book was released on 2010 with total page 401 pages. Available in PDF, EPUB and Kindle. Book excerpt: Publishing is a rapidly changing business, and this comprehensive reference is right in step--covering operations, finances, and personnel management as well as product development, production, and marketing. Written for the practicing professional just starting out or looking to learn new tricks of the trade, this revised and expanded fourth edition contains updated industry statistics and benchmark figures, features up-to-date strategies for creating new revenue streams such as online marketing and sales and e-book publishing, and provides new information on using financial information to make key management decisions. More than two dozen highly practical forms and sample contracts for immediate use are also included.
Download or read book Shakespeare Einstein and the Bottom Line written by David L. Kirp and published by Harvard University Press. This book was released on 2003-11-30 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wry and insightful, Shakespeare, Einstein, and the Bottom Line takes us on a cross-country tour of the most powerful trend in academic life today--the rise of business values and the belief that efficiency, immediate practical usefulness, and marketplace triumph are the best measures of a university's success.
Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Download or read book The Learning Annex Presents Small Business Basics written by Barbara Weltman and published by John Wiley & Sons. This book was released on 2005-05-20 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Learning Annex Presents Small Business Basics If you're a small business owner, you probably dedicate the majority of your time to the day-to-day activities that keep your company up and running. After all, why should you have to worry about taxes or other financial issues when you can hire someone else to handle them? The answer is simple: you, not your accountant or financial advisor, run the business. And if you truly want to be successful, you need to understand how your actions in business today can affect your bottom line tomorrow. If you want to make more tax-efficient financial decisions for your business, The Learning Annex Presents Small Business Basics can show you how. This accessible guide provides useful and authoritative advice that will help you save time and money throughout the year. Topics discussed include: * Organizing your business--from S Corporations and C Corporations to Sole Proprietorships and Limited Liability Companies * Income and losses--from business operations to the sale of business property * Business deductions and credits--from home office deductions and advertising expenses to rent and retirement plans As a small business owner, each decision you make is important. With The Learning Annex Presents Small Business Basics as your guide, you'll quickly discover how to make tax-savvy decisions that will improve your overall business.
Download or read book The True Cost of Happiness written by Stacey Tisdale and published by John Wiley & Sons. This book was released on 2009-12-09 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal money management advice that make sense In The True Cost of Happiness, financial journalist Stacey Tisdale and expert financial planner Paula Boyer Kennedy combine their extensive financial experience with a powerful series of interviews and real-world stories to help you make personal money management decisions that make more sense. They begin by discussing how the factors that drive our financial choices and behavior not only run deep, but also represent the way we define ourselves. From there, they reveal how this truth will determine if you can create the kind of financial harmony that not only supports the life you want, but also makes an honest statement of who you really are. The questions they pose are challenging, but essential, because if your financial choices and behavior are not aligned with your true values, you'll always feel like "something" is missing. And it is this disconnect that is at the root of most anxiety and unhappiness over money. Reveals how the first lessons we learn about money as children play out in our adult behavior Discusses how the messages that society sends us about the ways in which we should behave with money affect our financial choices Explores factors that can blind us to our true values, and prevent us from making the best decisions possible on issues such as debt, saving, and investing Illustrates how to create a financial plan that supports a truly happy life Filled with in-depth insights and practical advice, The True Cost of Happiness will put you in a better position to enjoy a life that doesn't compromise who you are.
Download or read book The One Minute Financial Planner written by Joel Redmond and published by Xlibris Corporation. This book was released on 2011-03-28 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.
Download or read book Smart Money Rules written by Marie Deary and published by . This book was released on 2015-04-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A powerfully simple, must-have manifesto on better money management in the New Economy. SMART MONEY RULES is the must-read for anyone searching for a better way to budget, save and invest their money. It is the call-to-action on budgeting to save, saving to invest, and investing right to secure a comfortable retirement. Readers will learn how their relationship with money might be holding them back from reaching their financial goals; the importance of seeing budgeting as a friend and not the enemy; and how developing a plan with a financial adviser will help them get their finances under control. The bottom line: readers who follow these basic yet crucial strategies to budgeting, saving and investing will increase their income and, most importantly, protect what they have, build wealth and the financial stability they desire to secure their financial futures.
Download or read book The Bottom Line Blueprint written by Andrej Petrovic and published by . This book was released on 2023-12-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In "The Bottom Line Blueprint: How to Make a Business Profitable," Andrej Petrovic gives businesses all the information they need to become successful businesses that make money. This book is a must-read for entrepreneurs, business owners, and leaders who want to improve their long-term success and financial health. It is full of useful tips and ideas that can be put into action. Unlock the keys to long-term profits with a plan made for the difficulties of today's constantly changing business world. Popular words like "operational efficiency," "financial literacy," "innovation," and "customer-centric" are used throughout the book without any problems. This shows that the author understands the importance of using all-around business strategies in today's world. The first part of the blueprint talks about how important it is to build a strong base by having a clear goal, vision, and set of values. Strategies like in-depth market research, target audience analysis, and competitive intelligence are all linked. Readers will also learn basic financial concepts that make planning, financial statements, and cash flow management easier to understand. The author goes beyond abstract ideas and gives useful advice on how to learn more about money and make better decisions. People who read this book will learn how to get around the complicated issues of operating efficiency and find ways to simplify tasks, cut costs, and make the most of available resources. One of the best things about the book is that it talks about how marketing can help bring in more money and make a business more profitable. The plan includes everything from old-fashioned marketing methods to cutting-edge digital strategies. It also includes content strategies, customer relationship management, and digital marketing. Real-life case studies show how businesses have successfully followed the blueprint's principles, giving readers real-life examples of how operations have been improved. The author also goes into the psychology of sales and bargaining, which can help you make more money and sell more things. The blueprint talks about how important creativity is for staying ahead in a business world that is changing quickly. It is shown how to create a mindset of innovation within an organization. This helps companies stay ahead in a market that is always changing. One of the main ideas is how to deal with change and follow market trends in order to keep making money. This helps readers create a customer-centered mindset. There are steps in the book that can be used right away to build strong relationships with customers, make them loyal, and use customer comments to make things better all the time. The Bottom Line Blueprint doesn't just talk about ideas; it also shows how to use technology in real life to make things more efficient and cut costs. The book shows how technology can be used to get a better return on investment (ROI). It does this through automation and data-driven marketing. Through strategic planning, risk management, and the value of building a strong sales team, the blueprint shows readers how to achieve long-term growth without losing money. At the end of the guide, the author talks about the psychology of sales and bargaining. This makes sure that businesses are ready to do well in a market that is always changing. "The Bottom Line Blueprint" is your road map to financial success, whether you're an experienced businessperson or a new business owner. It combines trendy strategies with tried-and-true principles to give you a complete plan for making any business truly successful.
Download or read book The Role of Estate Planning in Personal Financial Management written by Steven A. Horowitz and published by . This book was released on 1985 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Life Centered Financial Planning written by Mitch Anthony and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Download or read book InfoWorld written by and published by . This book was released on 1983-01-24 with total page 60 pages. Available in PDF, EPUB and Kindle. Book excerpt: InfoWorld is targeted to Senior IT professionals. Content is segmented into Channels and Topic Centers. InfoWorld also celebrates people, companies, and projects.
Download or read book The Bottom Line Money Book written by and published by . This book was released on 1999 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Retire Secure written by James Lange and published by . This book was released on 2015-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the new edition of Retire Secure! CPA and attorney James Lange supplements his proven methods for making the most of your retirement plans with updated information, analysis and examples as well as offers recommendations for new tax-saving strategies for retirees and older Americans. Always a strong proponent of contributing as much as you can to all the tax-deferred retirement plans available to you, Jim makes a convincing case for adding a slight modification to his pay taxes later adage - pay taxes later, except for the Roth. On the accumulation side of the equation, when individuals are working to save money for retirement, he delves into great detail on the differences between traditional and Roth retirement plan options. Retire Secure! delivers the most sophisticated financial and legal advice in the most accessible of manners. Jim makes it possible for the reader to gain a unique understanding of these stages and plan for them.
Download or read book Die Broke written by Stephen Pollan and published by Harper Collins. This book was released on 2009-03-17 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: From America's most trusted financial advisor comes a comprehensive guide to a new and utterly sane financial choice. In Die Broke, you'll learn that life is a game where the loser gives his money to Uncle Sam at the end. There are four steps to the process: Quit Today No, don't tell your boss to shove it...at least not out loud. But in your head accept that from this day on you're a free agent whose number one workplace priority is your personal bottom line. Pay Cash You should be as conscious of spending as you are of saving. Credit should be a rarely used tool for those few times (buying homes and cars) when paying cash is impossible. Don't Retire Your work life should be a journey up and down hills, rather than a climb up a sheer cliff that ends with a jump into the abyss. Die Broke It sounds terrifying, the one intolerable outcome to your financial life. And yet, in truth, dying broke might be your best option for a life without fear: fear of failure and privation now, fear of impoverishment in the long run.
