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Author: Russ Von Hoelscher
Publisher:
ISBN: 9780940398108
Category : Business & Economics
Languages : en
Pages : 420
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Book Description
Author: Russ Von Hoelscher
Publisher:
ISBN: 9780940398108
Category : Business & Economics
Languages : en
Pages : 420
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Book Description
Author: S. Jamie Gayton
Publisher: Stackpole Books
ISBN: 0811703711
Category : Biography & Autobiography
Languages : en
Pages : 436
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Book Description
Complete information and advice on personal finances and important decisions, tailored to members of the armed forces Completely revised and updated for today's financial climate Instructions for creating a budget and using your future financial goals to make today's decisions Information about investment options, military benefits, and preparing for the future with insurance Practical advice on choosing a bank, buying a car, buying a house, financing education, finding insurance that fits your needs, and more Ideal for service financial management assistance offices
Author: Venita VanCaspel
Publisher: Simon & Schuster
ISBN: 9780671614362
Category : Business & Economics
Languages : en
Pages : 634
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Book Description
Author: Ernst & Young LLP
Publisher: John Wiley & Sons
ISBN: 9780471697459
Category : Business & Economics
Languages : en
Pages : 544
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Book Description
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.
Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 448
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Book Description
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.
Author: Keith Fevurly
Publisher: Apress
ISBN: 1430260645
Category : Business & Economics
Languages : en
Pages : 354
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Book Description
Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to: Insure yourself, your family, and your property against the possibility of significant loss; Invest in financial or real assets—or both; Practice effective tax planning and management techniques; Distribute your estate at death to your intended beneficiaries in a tax-efficient manner; And much more. With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What you’ll learnReaders of Plan Your Financial Future will learn: How to take advantage of benefits that are offered to them by their employer The importance of minimizing the effects of inflation on their portfolios as much as possible Financial strategies for preparing for their children's higher education Rock-solid advice for planning for the financial aspects of their retirement years Whether or not they would benefit from the hiring of a professional financial planner How to create and maintain a personal financial plan that protects them and their families into the future Who this book is for Plan Your Financial Future is designed for readers of all income levels who would like grow their net worth on a steady and increasing basis by implementing and sticking to a personal financial plan. Everyone from recent college graduates to those who have been in the working world for many years will benefit from the insightful, actionable advice offered up in Plan Your Financial Future. Table of Contents Understanding the Challenge/The Need to Begin Do You Need a Financial Planner? Elements of Personal Financial Planning and the Wealth Management Process Insuring Yourself and Your Family Insuring Your Health and Long Term Care Insuring Your Earning Power Insuring Your Property Optimizing Your Employment Benefits Investing in Financial Assets Investing in Real Assets Employing Assets Profitably Income Tax Planning and Management Transfer Tax Planning and Management Life Events that Endanger Wealth Planning for Your Child’s Higher Education Planning for the Financial Aspects of Retirement Planning for the Lifestyle Needs of Retirement Planning for Other Lifetime Goals Estate Planning Philanthropy Reaping the Rewards Sample Data Gathering Form Sample Budget Durable General and Financial Power of Attorney (POA) Declaration as to Medical or Surgical Treatment and Medical Durable POA Sample Personal Letter of Instructions Glossary
Author: Rachel S. Siegel
Publisher:
ISBN: 9781453334805
Category : College students
Languages : en
Pages : 0
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Book Description
"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.
Author: Lewis Altfest
Publisher: McGraw-Hill Higher Education
ISBN: 1259357422
Category :
Languages : en
Pages : 703
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Book Description
Author: G. Victor Hallman
Publisher: McGraw-Hill Companies
ISBN: 9780070256804
Category : Business & Economics
Languages : en
Pages : 604
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Book Description
This guide to controlling and planning personal finance has been substantially updated and revised to reflect the latest changes in tax laws, new investment strategies, and advice on such topics as insurance, estate planning, and medical coverage. It presents strategies for setting financial goals and reaching those goals with intelligent and systematic investment strategies.
Author: Venita VanCaspel
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 488
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Book Description
A comprehensive guide to building a sizeable fortune through currently available financial-planning techniques includes advice on moving financial assets, investing, tax advantages, limited partnerships, and other topics.
