Download or read book MONEY QUOTIENT written by and published by . This book was released on 2015 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Simple Money written by Tim Maurer and published by Baker Books. This book was released on 2016-02-23 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to money management, most of us take a hands-off approach because we're just not confident that we have the know-how needed. But personal finance is actually more personal than it is finance. Tim Maurer has made a career out of distilling complex financial concepts into understandable, doable actions. In this eminently practical book, he shows readers how to - better understand their values and goals in order to simplify their money decisions - budget major expenses intelligently - reduce and eliminate debt - make vital decisions on home, auto, and life insurance - establish a world-class investment portfolio - craft a workable retirement plan - and more Readers will be relieved to see that managing their money is actually not as complicated as they thought--and that they can take control of their financial future starting today.
Download or read book DistributionLand written by Martin V. Higgins CFP and published by Advantage Media Group. This book was released on 2014-10-08 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you’re retired or on the way, meet Marty Higgins— your guide for the journey through what he calls DistributionLand, a place of lovely landscapes but undeniable dangers. He’ll show you how to enjoy this new world—but he wants you to be well-armed. As founder of Family Wealth Management LLC, Higgins is a specialist in helping families to build and preserve their savings to last the rest of their lives and beyond. In DistributionLand, he takes you into retirement territory, where you distribute the gains of your working years. Be warned: You need to adjust to a new set of rules here, or you may not make it, as many have sadly learned. This isn’t Accumulation Land anymore, that youthful place where you built for a future far away. You need new strategies to fend off the beasts that lie in wait—among them, taxation, inflation, the cost of medical and long-term care, and an unpredictable market. You need not live in fear. Higgins has the tools that can help you do far more than survive in DistributionLand. He can show you how to create an income that will endure as long as you do, supporting the retirement of your dreams. An important first step is to define those dreams. Marty Higgins has the answers to the questions that he has heard retirees ask during his many years of practice. If you are to sleep well, you need to be confident that your money is secure and that you will be all right, no matter what. But he knows that you want and deserve more than that. You want to explore these new vistas and enjoy this new phase of life to the utmost. With Higgins at your side, you’re in for a joyous journey. “We are entering unchartered waters and fortunately Marty Higgins has done the work of a cartographer in Distribution Land that will enable you to both survive and thrive in the times ahead.” —Mitch Anthony, Author, The New RetireMentality “Kudos to Martin Higgins for creating a guidebook to help boomers navigate the largely unchartered territory of Distribution Land. A readable, fun and informative book.” —Moshe A. Milevsky, The IFID Centre, York University, Toronto “A must read for anyone within 10 years of retirement or recently retired. I’ve been a financial advisor for more than twenty-nine years, and I found the content of this book invaluable even at this stage of my career.” —Jay Van Beusekom, RHU, LUTCF; President & CEO of Jay Van Beusekom Financial Advisor, LLC
Download or read book Your Clients for Life written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Download or read book Astrology and Money written by Beverly Flynn and published by . This book was released on 2004-01-01 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you stopped anyone on the street and asked them to name their top three wishes, money would almost always be on the list. People kill for it and obsess over it. In "Astrology & Money: What's Your Wealth Quotient?" the author delves into the fascinating subject of mone from a totally new perspective. The first part of the book examines the traditional astrological indicators of wealth. You are invited to take the Wealth Quotient test and compare your score to those of wealthy individuals. Tips are given on how to improve a low Wealth Quotient, and reasons are also suggested as to why someone with a high Wealth Quotient is not financially where he or she would like to be.Part Two of the book takes a spiritual and metaphysical approach to money, and attempts to answer the question of what money really is, and how astrology relates to the answer. You will look at the history of money, and its meaning as represented down the ages in mythology, folklore and the Bible. Finally, you will be invited to take a new Wealth Quotient test, based upon what you have learned."Astrology & Money: What's Your Wealth Quotient?" takes a fresh look at an old subject. Once yo have read it, your thoughts about and your relationship to money will be changed forever.
Download or read book Outlook Money written by and published by . This book was released on 2008-09-24 with total page 46 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Inner World of Money written by Marty Martin and published by Bloomsbury Publishing USA. This book was released on 2012-04-25 with total page 229 pages. Available in PDF, EPUB and Kindle. Book excerpt: Unlike most guidebooks for improving personal finances, this breakthrough work helps readers defeat the often debilitating anxieties over money that can affect financial decision-making. For more than a decade, psychologist and business professor Marty Martin has helped hundreds of people around the globe overcome the psychological barriers to developing a healthier relationship with their money. With The Inner World of Money: Taking Control of Your Financial Decisions and Behaviors, Martin puts his practical, proven tools for effective earning, saving, spending, and investing in your hands. Bookstores are full of titles on improving personal finances, but none focus on the often debilitating worries that can lead to poor money habits. The Inner World of Money addresses those worries head-on with time-tested strategies for dealing with bill-paying, personal debt, splurge spending, investment, and household budgets. Going beyond simply explaining bonds, stocks, CDs, and mutual funds, Martin provides genuine, life-changing support based on the latest advances in neuroeconomics, evolutionary psychology, positive psychology/happiness studies, sustainability, socially responsible investing, and behavioral finance, an emerging science combining the best of finance and psychology.
Download or read book The Number written by Lee Eisenberg and published by Simon and Schuster. This book was released on 2006-01-03 with total page 291 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you know your Number? What happens if you don't make it to your Number? Do you have a plan? The Number is no ordinary finance book—it offers an intriguing and entertaining tour of weath gurus, life coaches, and financial advisers, and our hopes and fears for the future. The result is a provocative field guide to your psyche and finances and an urgently useful book for anyone over thirty. The often-avoided, anxiety-riddled discussion about financial planning for a secure and fulfilling future has been given a new starting point in The Number by Lee Eisenberg. The buzz of professionals and financial industry insiders everywhere, the Number represents the amount of money and resources people will need to enjoy the active life they desire, especially post-career. Backed by imaginative reporting and insights, Eisenberg urges people to assume control and responsibility for their standard of living, and take greater aim on their long-term aspirations. From Wall Street to Main Street USA, the Number means different things to different people. It is constantly fluctuating in people’s minds and bank accounts. To some, the Number symbolizes freedom, validation of career success, the ticket to luxurious indulgences and spiritual exploration; to others, it represents the bewildering and nonsensical nightmare of an impoverished existence creeping up on them in their old age, a seemingly hopeless inevitability that they would rather simply ignore than confront. People are highly private and closed-mouthed when it comes to discussing their Numbers, or lack thereof, for fear they might either reveal too much or display ineptitude. In The Number, Eisenberg describes this secret anxiety as the “Last Taboo,” a conundrum snared in confusing financial lingo. He sorts through the fancy jargon and translates the Number into commonsense advice that resonates just as easily with the aging gods and goddesses of corporate boardrooms as it does with ordinary people who are beginning to realize that retirement is now just a couple of decades away. Believing that the Number is as much about self-worth as it is net worth, Eisenberg strives to help readers better understand and more efficiently manage all aspects of their life, money, and pursuit of happiness.
Download or read book Outlook Money written by and published by . This book was released on 2008-10-08 with total page 51 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Outlook Money written by and published by . This book was released on 2008-10-22 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Retire Inspired written by Chris Hogan and published by Ramsey Press. This book was released on 2016-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: When you hear the word retirement, you probably don't imagine yourself scrambling to pay your bills in your golden years. But for too many Americans, that's the fate that awaits unless they take steps now to plan for the future. Whether you're twenty five and starting your first job or fifty five and watching the career clock start to wind down, today is the day to get serious about your retirement. In Retire Inspired, Chris Hogan teaches that retirement isn't an age; it's a financial number an amount you need to live the life in retirement that you've always dreamed of. With clear investing concepts and strategies, Chris will educate and empower you to make your own investing decisions, set reasonable expectations for your spouse and family, and build a dream team of experts to get you there. You don't have to retire broke, stressed, and working long after you want to. You can retire inspired!
Download or read book Outlook Money written by and published by . This book was released on 2008-12-03 with total page 50 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Ultimate Financial Plan written by Jim Stovall and published by John Wiley & Sons. This book was released on 2011-08-24 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 Technology Tools for Today s High Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software. This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more. Perfect for successful practices seeking greater efficiencies and healthier profit margins The authors are well-known financial advisors, each with more than 30 years of experience in financial services Addresses the evolution of the virtual office and its impact on advisory firms If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. *Chapter 1 Selecting the Right CRM System, Davis D. Janowski Chapter 2 The Future of Financial Planning Software, Bob Curtis Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan Chapter 4 Portfolio Management Software, Mike Kelly Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski Chapter 7 Managing Your Online Presence, Marie Swift Chapter 8 Client Portals and Collaboration, Bill Winterberg Chapter 9 The Cloud, J. D. Bruce Chapter 10 Digital Signature Technology, Dan Skiles Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman Chapter 13 ROI—The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence
Download or read book Official Gazette of the United States Patent and Trademark Office written by and published by . This book was released on 2005 with total page 976 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Outlook Money written by and published by . This book was released on 2008-11-19 with total page 46 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Financial Wisdom of Ebeneezer Scrooge written by Ted Klontz and published by Simon and Schuster. This book was released on 2021-11-09 with total page 157 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal The Money Book That's Making a Buzz … The Today Show, Naomi Judd's New Morning, Dr. Laura, NPR, The Wall St. Journal "The process changed the way I look at everything—my own life, my relationships with others, and my understanding of the world." That is how Wynonna Judd described her work with coauthors Ted and Brad Klontz, using the principles outlined in The Financial Wisdom of Ebenezer Scrooge. As the United States braces for an economic crash, the time-tested Financial Wisdom of Ebenezer Scrooge will help anyone stand on solid financial footing, securing prosperity for themselves and a healthy financial legacy for their family. Almost universally—regardless of income bracket or upbringing—people suffer from the same money affliction, and the real problem isn't money at all. The real problem—and the one that is overlooked in financial planning seminars and glossed over in other wealth-building books—is the relationship people have with their money. For the first time in paperback comes the breakthrough method from noted psychologists Ted and Brad Klontz and financial planner Rick Kahler, which The Wall Street Journal hailed as "innovative," combining "experiential therapy with nuts-and-bolts financial planning." Their proven method, which was publicized in the American Psychological Association magazine, helps people recognize their dysfunctional mind-sets about money. Mind-sets like "It's not nice to talk about money," "I'll never have enough money to be secure," "I deserve to spend money," and "If you are good, the universe will give you what you need." By culling timeless truths from the classic Dickens's tale and combining them with sound financial and psychological principles, the authors give anyone the tools they need to transform their relationship with money and break through their barriers to wealth and financial freedom.
