Download or read book The One Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.
Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Personal Financial Planning written by Lewis Altfest and published by McGraw-Hill Higher Education. This book was released on 2016-01-22 with total page 703 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Personal Finance written by Rachel S. Siegel and published by . This book was released on 2021 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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.
Download or read book Personal Investment financial planning in an uncertain world written by Mariana Mazzucato and published by Palgrave. This book was released on 2010-03-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This innovative new teaching text provides an introduction to personal investment in a world defined by uncertainty. With a focus on risk, socio-economic change and the regulatory framework, and a wealth of international case studies, the book covers all the key issues that affect personal investment decisions and their ultimate success or failure.
Download or read book Personal Financial Planning written by G. Victor Hallman and published by Macgraw-Hill. This book was released on 1978 with total page 442 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Personal Financial Planning written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2003-06-18 with total page 642 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Making Millions For Dummies written by Robert Doyen and published by John Wiley & Sons. This book was released on 2009-01-06 with total page 390 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book The Index Card written by Helaine Olen and published by Penguin. This book was released on 2016-01-05 with total page 163 pages. Available in PDF, EPUB and Kindle. Book excerpt: “The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.
Download or read book Ernst Young s Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If 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.
Download or read book Introduction to Personal Finance written by John E. Grable and published by Wiley Global Education. This book was released on 2018-12-28 with total page 624 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey is designed to help students avoid early financial mistakes and provide tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals.
Download or read book Investor Behavior written by H. Kent Baker and published by John Wiley & Sons. This book was released on 2014-02-10 with total page 645 pages. Available in PDF, EPUB and Kindle. Book excerpt: WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.
Download or read book Personal Finance written by Bernard J. Winger and published by Macmillan College. This book was released on 1993 with total page 656 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Values based Financial Planning written by Bill Bachrach and published by . This book was released on 2000 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 ...
Download or read book Dynamics of Personal Financial Planning written by Russ Von Hoelscher and published by . This book was released on 1984-02 with total page 420 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Personal Finance After 50 For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2021-03-31 with total page 400 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best way to take control of your post-career financial future Retirement is lasting longer for all of us. That’s why—and however long you decide to keep working—it’s essential to plan ahead so you can live your post-career life as you wish. The latest edition of Personal Finance After 50 For Dummies details what you need to know—making it the perfect book to shelve next to your diet and fitness library, so you can keep your finances, as well as your health, in peak condition. Whether you’re new to financial planning or are pretty savvy but want to cut through the noise with targeted information and advice, you’ll find everything you need to know about how best to spend, invest, and protect your wealth so you can make your senior years worry-free, healthy, and fun. In plain English, retirement and financial experts Eric Tyson and Bob Carlson cover all the issues from investing, Social Security, and the long-term insurance marketplace to taxes and estate planning—including state-by-state differences. They demystify the muddy world of financial planning and provide strategies that make the course ahead crystal clear. They also dive into less obvious territory, showing how it’s possible to strategize financially to avoid the worst impact of unexpected events—such as the COVID-19 crisis—as well as exploring what investment approaches you can take to protect the most important possession of all: your own and your family’s health. Minimize your taxes and make wise investing decisions Find out how the SECURE Act affects retirement accounts and savings Navigate the latest Medicare, Social Security, and property tax rules Dig into what’s new in estate planning and reverse mortgages Get what you want from your career as you approach retirement Whether doing it for yourself or for parents, it’s never too late to begin retirement planning—and this highly praised, straightforward book is the best way to take control, so you can be confident your senior years are exactly what you want them to be: golden.
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
