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 The One Page Financial Plan written by Carl Richards and published by Portfolio. This book was released on 2015-03-31 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book 60 Minute Financial Planner written by Dana Shilling and published by . This book was released on 1997 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: This helpful, concise guide to financial planning provides the reader with the necessary information he or she needs to intelligently consult with a financial planner, or work through the planning process independently.

Download or read book The Complete Idiot s Guide to Success as a Personal Financial Planner written by John P. Napolitano and published by Penguin. This book was released on 2007 with total page 356 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.

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 The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-09-06 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.

Download or read book Fee Only Financial Planning written by John E. Sestina and published by John Wiley & Sons. This book was released on 2002-02-28 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.

Download or read book How to Find a Financial Planner written by Liz Weston and published by Pearson Education. This book was released on 2010-08-31 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. This Element is an excerpt from Easy Money: How to Simplify Your Finances and Get What You Want Out of Life (9780132383837), by Liz Pulliam Weston. Available in print and digital formats. A practical checklist for finding an honest, competent financial advisor–and avoiding those who aren’t. Hundreds of thousands of people are passing themselves off as financial planners in the United States today. Few are what they seem. Anyone can call herself a financial planner or advisor: There are no education, experience, or ethics requirements. Furthermore, most people who offer advice aren’t legally obligated to put your interests before their own. So how do you find someone who can actually help you?

Download or read book Private Wealth Mangement 9th Ed PB written by G. Victor Hallman and published by McGraw Hill Professional. This book was released on 2014-11-07 with total page 688 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book The Financial Planner written by Loren Dunton and published by . This book was released on 1986 with total page 328 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book How Much Money Do I Need to Retire written by Todd Tresidder and published by Financialmentor.com. This book was released on 2020-01-02 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn how retirement really works before it's too late... "This book is the best I've seen on how to navigate the retirement savings question." (Forbes) Most so-called "experts" plug your numbers into a retirement formula to tell you how much money you need to retire. Unfortunately, the conventional approach is fundamentally flawed. If you fail to learn how retirement savings truly works, then you'll either underspend and be miserable or overspend and run out of money. How Much Money Do I Need to Retire takes you beyond the scientific facade of modern retirement planning. Author and former hedge fund manager Todd R. Tresidder has helped thousands of people find financial freedom through his website and podcast. Now you too can use his advice to take the guesswork out of your retirement planning. In this book, you'll learn: Why the best way to describe most retirement estimates is garbage-in/garbage-out The five critical assumptions that can destroy your financial security How to reduce the amount you need to retire by as much as $600,000 Three strategies to maximize spending today while protecting for the future How to calculate the amount of money you really need to retire on the first try without software, online calculators, or being a math genius Read this book to know more about your retirement planning than your financial adviser. Tresidder's book contains refreshingly straightforward, easy-to-understand, and concise advice on how to retire wealthy. This missing link of personal finance books will make you sleep easier. No retirement is secure without it. Buy the book today so you can retire with confidence!

Download or read book 10 Minute Guide to Personal Finance for Newlyweds written by Stewart H. Welch and published by Macmillan General Reference. This book was released on 1996 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: Answers the most common money questions faced by couples, and offers advice about setting up a joint savings plan, evaluating insurance needs, and reducing debts

Download or read book The 20 Minute Financial Plan written by Phil Randazzo and published by CreateSpace. This book was released on 2014-07-16 with total page 34 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here's How to Get Your Financial Plan Created and in Place in Just 20 Minutes... When it comes to saving for retirement, you are probably overwhelmed with the question of whether to invest or whether to pay off debt first. The confusing part is not knowing the easy ways you can maximize your money and make it work for you. In just 20 minutes we will direct you and clear up your confusion to get you started in the right direction. Step 1: Visit www.20MinutePlan.com and sign up for your free 20 Minutes. Step 2: Spend 20 minutes with a financial planner and get a clear idea of how to achieve your goals. Step 3: Follow your plan. Get access to support and tools as you progress with your financial future. Most people are not aware of the simple ways to plan for retirement and think it takes a lot of time. It really doesn't! We'll show you how and create your roadmap to success. Now you can get your financial plan outlined and in place in as little as 20 Minutes. Get started today, go to www.20MinutePlan.com now!

Download or read book THE MEANINGFUL MONEY HANDBOOK written by Pete Matthew and published by Harriman House Limited. This book was released on 2018-09-17 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster. • How to save and invest simply and efficiently so that you can work your way towards future financial freedom. No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path. The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life. Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today.

Download or read book The Behavior Gap written by Carl Richards and published by Penguin. This book was released on 2012-01-03 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: "It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational." -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-"the behavior gap." Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: "We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough."

Download or read book Morningstar s 30 Minute Money Solutions written by Christine Benz and published by John Wiley & Sons. This book was released on 2011-03-01 with total page 327 pages. Available in PDF, EPUB and Kindle. Book excerpt: The quick and easy way to manage money and achieve financial goals The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.

Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-21 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.