The Ultimate Financial Plan

The Ultimate Financial Plan PDF

Author: Jim Stovall

Publisher: John Wiley & Sons

Published: 2011-08-24

Total Pages: 288

ISBN-13: 1118107969

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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.

Values-based Financial Planning

Values-based Financial Planning PDF

Author: Bill Bachrach

Publisher:

Published: 2000

Total Pages: 174

ISBN-13: 9781887006033

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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 ...

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning PDF

Author: Susan M. Tillery

Publisher: John Wiley & Sons

Published: 2018-09-21

Total Pages: 464

ISBN-13: 1119421233

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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.

Financial Planning for Teachers

Financial Planning for Teachers PDF

Author: Cfp(r) Clu(r) Nichols, Ricp(r) Crpc(r

Publisher: Ews Communications

Published: 2016-01-16

Total Pages: 144

ISBN-13: 9780692581612

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Financial Planning for Teachers provides teachers, administrators, and other educational professionals with just the right amount of financial literacy to know what's important in planning for the future. Written by Eric Nichols, CFP(r), CLU(r), RICP(r), CRPC(r), a financial professional who has spent the past ten years helping teachers and their families with their financial strategies, this book is here to guide you through the personal finance landscape. Over his many years of working with teachers with just about every imaginable financial condition, family situation, and set of goals, Nichols has recognized a common theme: while teachers are generally very intelligent and caring individuals who know they need to plan for their futures, they typically prefer to have someone they trust handle it for them. The challenge, as they see it, is finding someone who will put their best interests first. Presenting all the essential information in a light, conversational tone, this easy-to-use educational tool is designed to help you work with your financial professional and carve out your path to financial prosperity. Whether you're just getting started in your planning or you're closer to retirement, you'll come away better able to meet your particular needs.

The One-Page Financial Plan

The One-Page Financial Plan PDF

Author: Carl Richards

Publisher: Portfolio

Published: 2015-03-31

Total Pages: 226

ISBN-13: 1591847559

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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.

The History of Financial Planning

The History of Financial Planning PDF

Author: E. Denby Brandon, Jr.

Publisher: John Wiley & Sons

Published: 2009-09-17

Total Pages: 379

ISBN-13: 0470553790

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The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.

Life Centered Financial Planning

Life Centered Financial Planning PDF

Author: Mitch Anthony

Publisher: John Wiley & Sons

Published: 2020-11-03

Total Pages: 248

ISBN-13: 1119709091

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Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Ernst & Young's Personal Financial Planning Guide

Ernst & Young's Personal Financial Planning Guide PDF

Author: Ernst & Young LLP

Publisher: John Wiley & Sons

Published: 2004-10-06

Total Pages: 544

ISBN-13: 9780471697459

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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.

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