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 448 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 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 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 Personal Finance for Professionals written by Susan A. Berson and published by . This book was released on 2015 with total page 169 pages. Available in PDF, EPUB and Kindle. Book excerpt: Young professionals can find themselves in a financial quandary: enjoying relatively healthy paychecks for the first time, yet in debt from student loans, and without a strong grasp of basic financial literacy skills. Lawyer and financial planner Susan A. Berson's new book will help professionals in any field learn how to manage and control their money in simple, easy-to-understand language.

Download or read book The Everything Personal Finance in Your 20s 30s Book written by Howard Davidoff and published by Simon and Schuster. This book was released on 2012-08-18 with total page 253 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get control of your finances - and your future! Do you feel like you'll never pay off your student loans? Worried about your mounting credit card debt? Wondering when you'll ever make enough money to stop living paycheck to paycheck? You're not alone - millions of young Americans are finding it hard to save for the future and still pay today's bills on time. But with The Everything Personal Finance in Your 20s and 30s Book, 3rd Edition, you'll learn how to be financially independent by: Creating a workable budget Minimizing credit card and student loan debt Investing money wisely Building an emergency fund You'll also learn how the Consumer Financial Protection Bureau can help you navigate the often-confusing world of financial service products. With this easy-to-use guide, you'll learn how to manage, save, and invest wisely - starting today!

Download or read book Personal Finance in Your 20s For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2010-12-22 with total page 10 pages. Available in PDF, EPUB and Kindle. Book excerpt: Personal Finance in Your 20s For Dummies (9780470769058) is now being published as Personal Finance in Your 20s For Dummies (9781119293583). While this version features an older Dummies cover and design, the content is the same as the new release and should not be considered a different product. The easy way to avoid early pitfalls on the road to financial success A little money and a little time is all that's needed to lay a strong financial foundation for today and the future. And starting sooner rather than later is the smartest thing you can do when it comes to protecting your financial future. If you're in college or enjoying your twenties, Personal Finance in Your 20s For Dummies cuts to the chase, providing you with the targeted financial advice you need to establish a firm financial footing as you work your way through school and the post-graduation years. Advice on paying off student loans, managing debt, and creating a solid pathway to financial success Investing strategies for young investors Other titles by Tyson: Personal Finance For Dummies, Investing For Dummies, and Mutual Funds For Dummies If you're looking for sound, reliable advice on how to make smart financial choices in the real world, Personal Finance in Your 20s For Dummies has you covered.

Download or read book The Everything Personal Finance Book written by Peter Sander and published by Everything. This book was released on 2003-05-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Manage, budget, save, and invest your money wisely.

Download or read book The Money Book for Freelancers Part Timers and the Self Employed written by Joseph D'Agnese and published by Currency. This book was released on 2010-03-02 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a book for people like us, and we all know who we are. We make our own hours, keep our own profits, chart our own way. We have things like gigs, contracts, clients, and assignments. All of us are working toward our dreams: doing our own work, on our own time, on our own terms. We have no real boss, no corporate nameplate, no cubicle of our very own. Unfortunately, we also have no 401(k)s and no one matching them, no benefits package, and no one collecting our taxes until April 15th. It’s time to take stock of where you are and where you want to be. Ask yourself: Who is planning for your retirement? Who covers your expenses when clients flake out and checks are late? Who is setting money aside for your taxes? Who is responsible for your health insurance? Take a good look in the mirror: You are. The Money Book for Freelancers, Part-Timers, and the Self-Employed describes a completely new, comprehensive system for earning, spending, saving, and surviving as an independent worker. From interviews with financial experts to anecdotes from real-life freelancers, plus handy charts and graphs to help you visualize key concepts, you’ll learn about topics including: • Managing Cash Flow When the Cash Isn’t Flowing Your Way • Getting Real About What You’re Really Earning • Tools for Getting Out of Debt and Into Financial Security • Saving Consistently When You Earn Irregularly • What To Do When a Client’s Check Doesn’t Come In • Health Savings Accounts and How To Use Them • Planning for Retirement, Taxes and Dreams—All On Your Own

Download or read book Personal Finance Workbook For Dummies written by Sheryl Garrett and published by John Wiley & Sons. This book was released on 2012-02-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do the terms personal finance or money management drudge up feelings of inadequacy, confusion, discomfort or fear in you? Personal Finance Workbook For Dummies helps you calm your negative feelings and get your financial house in order at the same time. And, you'll be amazed how easy it is to get on the road to financial fitness. From spending and saving to investing wisely, this hands-on workbook walks you through a private financial counseling session and shows you how to assess your situation and manage your money. You'll learn how to use credit wisely, plan for large expenses, determine your insurance needs, and make smarter financial decisions. Plus, the featured worksheets and checklists help you manage your day-to-day spending and plan for a robust financial future. Discover how to: Take stock of your financial history and determine your net worth Build a personal financial plan that meets your saving and investing goals Develop good spending habits and get out of debt—without budgeting Explore your dreams, grow your wealth, and protect your assets Get the most out of your money Minimize your taxes Plan for big-ticket purchases Pay for your kids' college tuition Ensure a comfortable retirement Leave a substantial estate for your heirs The easy-to-follow exercises in Personal Finance Workbook for Dummies take the drudgery and pain out of managing your money. Order this time- and money-saving guide now; it'll brighten your financial future and your mood.

Download or read book Essential Personal Finance written by Jonquil Lowe and published by Routledge. This book was released on 2018-12-13 with total page 177 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is increasing pressure for all of us to take responsibility for our own financial security and wellbeing, but we often overlook how the benefits that come with a job can help us do that. Essential Personal Finance: A Practical Guide for Employees focuses on these valuable work benefits and shows how you can build on this important foundation to achieve financial security and your life goals. This unique book explores how making effective and practical use of these work benefits (such as pension scheme, life cover, sick pay, cheap loans, savings schemes and even financial coaching), means facing up to the behavioural biases we are all plagued with. Given that these can get in the way of even the best intentions, Essential Personal Finance tackles these biases head-on with practical ideas and tips for overcoming or harnessing them for good, and will help you to develop a positive and fruitful relationship with your money. With financial stress being a major cause of absenteeism and sick leave, low morale and lost productivity, the advice in this book also offers employers enormous benefits. By empowering employees through financial education and financial awareness, progressive employers will help them feel more in control of their lives, and experience less stress, resulting in higher morale and productivity. Offering a distinctive approach which combines academic insight with practical financial wisdom and tools, this is a must-have book for all employees. It will help you make the most of everything your job has to offer so you can worry less about money and live life to the full.

Download or read book On My Own Two Feet written by Manisha Thakor and published by Simon and Schuster. This book was released on 2013-11-29 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: A personal finance guide for women explains the basic principles of money management, including how much of one's income to save, understanding credit scores, how to create a budget, and investing wisely.

Download or read book Master Math written by Mary Hansen and published by Cengage Learning. This book was released on 2011-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Master everything from banking and loan interest to budgets and business costs"--Cover.

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!

Download or read book Finance Is Personal written by Kim Stephenson and published by Bloomsbury Publishing USA. This book was released on 2015-06-30 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: This groundbreaking personal finance resource shows you how to manage thinking, feelings, and behavior so that you can handle your money to get what you want—not what someone else thinks you ought to have to be happy. Financial planning and money management are hot topics, but most books don't help you figure out what you truly want your money to provide for you. Exploring links between money and happiness, this guide is based on sound theory and on the latest research in psychology, behavioral economics, happiness, and neuroscience. It will give people at any stage of life—especially those of you in college or starting careers—the tools to plot your own course through the financial world and, ultimately, use money as a gateway to a happy and fulfilling life. Stephenson and Hutchins introduce core concepts that support strong, sound decision making around money, based on personal values, attitudes and beliefs, and goals. Practical, information-gathering questions and exercises help you uncover your true financial needs. The final two chapters show you how to integrate the relevant information with your goals and develop a plan for success. Along the way, you will learn such things as how to plan for your long-term goals, how to delay certain types of gratification for another type of instant gratification (peace of mind), how to think about credit, and how to make decisions on such issues as renting or buying, investing or saving, and borrowing a lot, a little, or not at all. Finally, you will come away with new ideas for how to have fun on a budget.

Download or read book PERSONAL FINANCE written by E. THOMAS. GARMAN and published by . This book was released on 2021 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Personal Finance written by Arthur J. Keown and published by Pearson Higher Ed. This book was released on 2012-05-09 with total page 675 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Through the presentation of the Ten Fundamental Principles of Personal Finance, this text empowers students with the knowledge they need to successfully make and carry out a plan for their own financial future.

Download or read book Personal Finance in Your 20s 30s For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2017-11-20 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Create a solid pathway for financial success Millennials often confront greater difficulties—including economic uncertainty and student debt—than those who came before them. This new financial responsibility can be intimidating, and many people are unsure where to begin. Personal Finance in Your 20s & 30s For Dummies will help Millennials to be confident about managing their finances and get on a clear path toward financial security. Inside, trusted financial advisor Eric Tyson shows students and recent grads how to make smart financial decisions in order to pay off student loans, avoid any additional debt, and create a solid plan to ensure their financial success. From avoiding common money mistakes to making informed investment choices, Personal Finance in Your 20s & 30s For Dummies covers it all! Build a foundation through smart spending and saving Rent, buy, or sell a house File taxes the right way Protect your finances and identity in the digital world Get ready to forge your own path to financial security!