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

DOWNLOAD EBOOK →

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.

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

DOWNLOAD EBOOK →

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.

Personal Financial Planning

Personal Financial Planning PDF

Author: Kwok Ho

Publisher:

Published: 2023

Total Pages: 0

ISBN-13: 9781553224211

DOWNLOAD EBOOK →

"This text/reference book is the most up-to-date integrated presentation of the field of personal financial planning. This sixth edition has been thoroughly revised to incorporate changes in laws and professional requirements applicable to personal financial planning."--

Personal Financial Planning

Personal Financial Planning PDF

Author: G. Victor Hallman

Publisher: Macgraw-Hill

Published: 1978

Total Pages: 442

ISBN-13: 9780070256415

DOWNLOAD EBOOK →

With more than 135,000 copies sold in previous editions, "Personal Financial Planning "has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

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

DOWNLOAD EBOOK →

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.

Armed Forces Guide to Personal Financial Planning

Armed Forces Guide to Personal Financial Planning PDF

Author: Margaret H. Belknap

Publisher: Stackpole Books

Published: 2006-12

Total Pages: 340

ISBN-13: 9780811733106

DOWNLOAD EBOOK →

Complete information and advice on personal finances How to prosper on a military salary and practical tips on investing your money, buying a car, buying a house, paying your taxes, and more Ideal for service financial management assistance offices Revised and updated for today's military, this comprehensive guide covers all key financial decisions from choosing checking accounts and using credit cards to deciding whether to rent or buy a home and choosing an insurance policy. In light of the realities of the war on terror, special attention is paid to managing your finances while deployed. Military personnel of all services and ranks will benefit from the advice given in this crisply written book. Each topic is covered in a thorough, logical, and easy-to-read manner.

Lanterna Rally - Theme by Grace Themes