Download or read book How To Be Your Own Finance Planner in 10 Steps written by Manish Chauhan and published by NETWORK 18 PUBLICATIONS LTD. This book was released on 2013-10-01 with total page 183 pages. Available in PDF, EPUB and Kindle. Book excerpt: By the time you complete this book, your financial life will have taken new shape! You will have worked on 10 different areas of your financial life, in the same way a financial planner works with you. The book has the ability to guide you on how to plan the 10 most important areas of your financial life. There are two types of investors in India: those who plan their financial life and those who plan nothing and just let their financial live move with the flow. The second group is extremely large, and this book is targeted at this group. Many investors who are DIY (Do It Yourself) investors can use this book to plan their financial life and be their own financial planners at some basic level. The book has the 3 elements of education, planning and action items all packed into one. Written for the common person, in simple language, the book deals with the most important financial worries and questions. Manish Chauhan s first book 16 Personal Finance Principles Every Investor Should Know was a great hit and well received by readers. The previous book taught investors the basics of personal finance. This book is a natural progression of that concept where you focus on actions and completing things in your financial life. The book is free from technical jargon yet has strong content, which is currently missing in the personal finance space. Grab your copy right now and give a new power to your financial life.

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 Get Good with Money written by Tiffany the Budgetnista Aliche and published by Rodale Books. This book was released on 2021-03-30 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: NEW YORK TIMES, WALL STREET JOURNAL, AND USA TODAY BESTSELLER • A ten-step plan for finding peace, safety, and harmony with your money—no matter how big or small your goals and no matter how rocky the market might be—by the inspiring and savvy “Budgetnista.” “No matter where you stand in your money journey, Get Good with Money has a lesson or two for you!”—Erin Lowry, bestselling author of the Broke Millennial series Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her ten-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one million women worldwide save and pay off millions in debt, and begin planning for a richer life. Revealing this practical ten-step process for the first time in its entirety, Get Good with Money introduces the powerful concept of building wealth through financial wholeness: a realistic, achievable, and energizing alternative to get-rich-quick and over-complicated money management systems. With helpful checklists, worksheets, a tool kit of resources, and advanced advice from experts who Tiffany herself relies on (her “Budgetnista Boosters”), Get Good with Money gets crystal clear on the short-term actions that lead to long-term goals, including: • A simple technique to determine your baseline or “noodle budget,” examine and systemize your expenses, and lay out a plan that allows you to say yes to your dreams. • An assessment tool that helps you understand whether you have a “don't make enough” problem or a “spend too much” issue—as well as ways to fix both. • Best practices for saving for a rainy day (aka job loss), a big-ticket item (a house, a trip, a car), and money that can be invested for your future. • Detailed advice and action steps for taking charge of your credit score, maximizing bill-paying automation, savings and investing, and calculating your life, disability, and property insurance needs. • Ways to protect your beneficiaries' future, and ensure that your financial wishes will stand the test of time. An invaluable guide to cultivating good financial habits and making your money work for you, Get Good with Money will help you build a solid foundation for your life (and legacy) that’s rich in every way.

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 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 College Success written by Amy Baldwin and published by . This book was released on 2020-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Be Your Own Financial Planner written by Dorlene V. Shane and published by *Wiley Press. This book was released on 1987-02-13 with total page 252 pages. Available in PDF, EPUB and Kindle. Book excerpt: How many self-styled ``financial planners''--formerly bankers, stockbrokers, and insurance agents--actually have your best interests at heart? This text argues that the person truly suited to taking command of your financial affairs is you--because you are the only one you can really trust. And it shows you how to do it, effectively and systemtically within a day-by-day program of self-instruction. Using worksheets, case-studies and numerous examples, the book shows how to create a financial plan, establish goals for saving, develop a lifetime strategy to build wealth, lower your taxes, reduce insurance costs, maximize investment returns, and plan your estate. In addition, a final section takes you through a step-by-step inventory of your assets and helps you maintain a schedule for charting your progress.

Download or read book The Automatic Millionaire written by David Bach and published by Penguin UK. This book was released on 2005-04-28 with total page 111 pages. Available in PDF, EPUB and Kindle. Book excerpt: Making your money work for you ... automatically In The Automatic Millionaire David Bach unlocks the secret to getting rich. Cutting through the jargon, it's full of common-sense advice and practical strategies to help you take control of your finances. The step-by-step guide and no-budget, no-discipline, no-nonsense system makes reaching financial security amazingly simple and easy, no matter what your income. You can get rid of the debt that's holding you down. You can get on top of your day-to-day expenses. You can create a safety net that will protect you from life's unknowns. You can have the money to get the things you want. You can build a seven-figure nest egg that will keep you secure and comfortable for the rest of your life. This book has the power to secure your financial future and change your life. All you have to do is follow the one-step programme - the rest is automatic!

Download or read book Your Money or Your Life written by Vicki Robin and published by Penguin. This book was released on 2008-12-10 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fully revised edition of one of the most influential books ever written on personal finance with more than a million copies sold “The best book on money. Period.” –Grant Sabatier, founder of “Millennial Money,” on CNBC Make It "This is a wonderful book. It can really change your life." -Oprah For more than twenty-five years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance. This fully revised and updated edition with a foreword by "the Frugal Guru" (New Yorker) Mr. Money Mustache is the ultimate makeover of this bestselling classic, ensuring that its time-tested wisdom applies to people of all ages and covers modern topics like investing in index funds, managing revenue streams like side hustles and freelancing, tracking your finances online, and having difficult conversations about money. Whether you’re just beginning your financial life or heading towards retirement, this book will show you how to: • Get out of debt and develop savings • Save money through mindfulness and good habits, rather than strict budgeting • Declutter your life and live well for less • Invest your savings and begin creating wealth • Save the planet while saving money • …and so much more! "The seminal guide to the new morality of personal money management." -Los Angeles Times

Download or read book Financial Planning on Your Own written by David Mendez and published by . This book was released on 2010-01 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: So, you want to get your goals on track, get your finances in order, save and invest (without loosing too much sleep), keep track of your goals and progress and know more about your options out there without dealing with your average go-getter, commission-based financial advisor? Well, you bought the right book. Being that the main problem is lack of information. Knowledge empowers you to make a decision without doubting yourself. Remember that there is no right or wrong decision, just the consequences of them. This process will help you know the options and their consequences so you can act accordingly, in order to accomplish your personal goals. By no means have I disregarded the advantages of advice and consulting, successful people often spend good amount of time and money getting advice from others. However, at certain stages of your life all you need a good foundation of information that will allow you to get further at a safe pace and come out in better shape than the current average person. This book will give you that. This book will provide you the tools so you can lay down the basic foundation blocks to build your future on. It will also show you the steps to follow so you can complete those goals and dreams with the least amount of bumps. I will not lie to you, it will take time, discipline and yes, some sacrifices on your behalf; but at the end progress will be measurable, clear and rewarding.

Download or read book Baby Steps Millionaires written by Dave Ramsey and published by Ramsey Press. This book was released on 2022-01-11 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: You Can Baby Step Your Way to Becoming a Millionaire Most people know Dave Ramsey as the guy who did stupid with a lot of zeros on the end. He made his first million in his twenties—the wrong way—and then went bankrupt. That’s when he set out to learn God’s ways of managing money and developed the Ramsey Baby Steps. Following these steps, Dave became a millionaire again—this time the right way. After three decades of guiding millions of others through the plan, the evidence is undeniable: if you follow the Baby Steps, you will become a millionaire and get to live and give like no one else. In Baby Steps Millionaires, you will . . . *Take a deeper look at Baby Step 4 to learn how Dave invests and builds wealth *Learn how to bust through the barriers preventing them from becoming a millionaire *Hear true stories from ordinary people who dug themselves out of debt and built wealth *Discover how anyone can become a millionaire, especially you Baby Steps Millionaires isn’t a book that tells the secrets of the rich. It doesn't teach complicated financial concepts reserved only for the elite. As a matter of fact, this information is straightforward, practical, and maybe even a little boring. But the life you'll lead if you follow the Baby Steps is anything but boring! You don’t need a large inheritance or the winning lottery number to become a millionaire. Anyone can do it—even today. For those who are ready, it’s game on!

Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

Download or read book The Next Millionaire Next Door written by Thomas J. Stanley, Ph.D. and published by Rowman & Littlefield. This book was released on 2018-10-01 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is the millionaire next door still out there today? The latest research from Dr. Thomas J. Stanley and his daughter, Dr. Sarah Stanley Fallaw, confirms that, yes, the millionaire next door is alive and well. And he’s achieving his financial objectives much the same way he always has: by living below his means, being a contrarian in a maelstrom of hyper-consumption, and being disciplined in reaching his financial goals. The book examines wealth in America 20 years after Dr. Stanley’s groundbreaking work on self-made affluence. While a new generation of household financial managers are being inundated with the proliferation financial advice, The Next Millionaire Next Door provides readers with an analysis of what it takes to achieve wealth with data-based conclusions and evidence from those who have built wealth on their own over the last two decades. In this current work, the authors detail how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. Through case studies, survey research, and a careful examination of quantitative studies of wealth, the authors illustrate what it takes to achieve financial success today, regardless of market conditions or rising costs.

Download or read book 16 Personal Finance Principles Every Investor written by Manish Chauhan and published by NETWORK 18 PUBLICATIONS LTD. This book was released on with total page 235 pages. Available in PDF, EPUB and Kindle. Book excerpt: 16 Personal Finance Principles Every Investor Should Know aims to reorient the way in which people perceive money management. With the help of simple stories and parables, it changes your perception of money management from a complex chore that only financial wizards can master to a simple, commonsense exercise that you can easily undertake. Every chapter in this book is based on personal finance principles, which when applied can make your financial life full of power, freedom and abundance. It is not written to engage a discerning reader or show-case the authors knowledge; this book is written to help you take action in your financial life. 16 Personal Finance Principles Every Investor Should Know is a veritable manual or guide on how to live an extraordinary financial life. It will show you exactly how to change your relationship with money and make your financial life simple; it will help you to understand the guiding principles of personal finance and bring about a change in your financial situation; it will guide you towards making your financial life more organized. In a nutshell, it will help you shift gears and start on an exciting journey of wealth creation the only plea that runs through the book is that you must take action!

Download or read book Be Your Own Financial Adviser written by Jonquil Lowe and published by Pearson UK. This book was released on 2012-09-26 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Many people stumble through their financial life reacting to events and advice in an ad hoc way. As a result, few choose the most suitable financial products, some fall prey to misselling and many never realise their financial goals. Are you one of them? Be Your Own Financial Adviser shows you how to make sensible financial decisions without the need for expensive advice. Its accessible style, examples and case studies explain and evaluate financial products and put you firmly in control of your own financial well-being. It will advise on how to adopt the best saving, spending and investment strategies, make decisions tax-efficiently, manage risk wisely and protect and enhance your wealth. It also suggests when professional help is a good idea, and shows you how to protect yourself against misselling and get the best out of your adviser. Be Your Own Financial Adviser will show you how to: Stress-test your financial decisions Take advantage of legal tax breaks Achieve your financial goals Manage and preserve your wealth Accessing financial products and services is not difficult - there is no shortage of commercials, advertisements, direct mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money. But choosing which products are right for you can be a hit and miss approach. Good financial planning requires a systematic strategy. You should start by assessing your own particular circumstances, attitudes and timescales and then work out how you can implement your strategy on a long term basis. Let Be Your Own Financial Adviser be your guide to making better financial decisions. It includes advice on the following: Financial planning Do you need an adviser? Protecting your income Providing for your family Health and care Somewhere to live Building a pension Retirement choices Saving and investing Managing your wealth Passing it on

Download or read book The White Coat Investor s Financial Boot Camp written by James M. Dahle and published by . This book was released on 2019-03 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: Doctors and other high income professionals receive little training in personal finance, investing, or business. This book teaches them what they did not learn in school or residency. It includes information on insurance, personal finance, budgeting, buying housing, mortgages, student loan management, retirement accounts, taxes, investing, correcting errors, paying for college, estate planning and asset protection.

Download or read book It s all about YOUR Money written by Nutan Kashyap and published by Shashwat Publication. This book was released on 2024-04-08 with total page 111 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you caught in the dilemma of choosing between insurance and mutual funds? Wondering when is the opportune moment to commence your investment journey? Curious about which investment vehicle can pave the way for your desired returns? If these questions echo your concerns, then "It's All About Your Money" is tailor-made for you. This book unfolds a systematic guide to becoming your own financial planner. Whether you're seeking clarity on investment choices or aiming for specific returns, this book offers a step-by-step process to demystify financial planning. At the conclusion of each chapter, actionable steps are presented, ensuring that you not only grasp financial concepts but also implement them effectively. Dive into the pages of "It's All About Your Money," embark on your reading journey, and kickstart your investment endeavours. Remember, "Invest today for a better tomorrow." Happy reading and start investing!