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Author: Barrett Williams
Publisher: Barrett Williams
ISBN:
Category : Business & Economics
Languages : en
Pages : 116
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Book Description
Transform your financial future with *Financial Transitions Unveiled*, an essential guide to navigating life's pivotal moments. Embark on a journey through retirement planning, tax strategies, and managing unexpected windfalls with confidence and clarity. In todayâs ever-changing financial landscape, understanding how to manage transitions is crucial. Discover the new paradigm of retirement, planning for longevity, and evaluating future expenses to ensure a secure and fulfilling next chapter in your life. Explore innovative tax strategies that reveal how to recognize tax triggers, leverage tax-deferred accounts, and minimize taxes during retirement. Whether receiving an inheritance, lottery winnings, or a sudden career change, dealing with financial windfalls requires a clear strategy. This book guides you in handling emotional responses and formulating a comprehensive plan to manage such windfalls effectively. A strong and steady income stream is vital for sustaining your lifestyle. Delve into diversifying income sources, managing withdrawals, and balancing risk with security to create a robust financial foundation. Learn investment strategies designed for retirement, from transitioning to a conservative portfolio to sustainable investing with ESG considerations. Healthcare costs can be daunting â understand how to plan for medical expenses, navigate insurance options, and consider long-term care. Protect your legacy with estate planning essentials, including the importance of a will, the benefits of trusts, and understanding inheritance tax implications. Financial change can be challenging, but you donât have to face it alone. Build your financial teamâlearn how to choose advisors, collaborate with tax professionals, and include legal advisors in your strategy. Stay informed, track expenses, and adjust your lifestyle with dynamic budgeting and continuous financial education. Unlock the secrets to philanthropic giving, safeguarding your financial legacy, and preparing for significant life events. Empower yourself with the knowledge and tools to transform financial uncertainty into mastery, secure in your pursuit of a prosperous future.
Author: Barrett Williams
Publisher: Barrett Williams
ISBN:
Category : Business & Economics
Languages : en
Pages : 116
Get Book Here
Book Description
Transform your financial future with *Financial Transitions Unveiled*, an essential guide to navigating life's pivotal moments. Embark on a journey through retirement planning, tax strategies, and managing unexpected windfalls with confidence and clarity. In todayâs ever-changing financial landscape, understanding how to manage transitions is crucial. Discover the new paradigm of retirement, planning for longevity, and evaluating future expenses to ensure a secure and fulfilling next chapter in your life. Explore innovative tax strategies that reveal how to recognize tax triggers, leverage tax-deferred accounts, and minimize taxes during retirement. Whether receiving an inheritance, lottery winnings, or a sudden career change, dealing with financial windfalls requires a clear strategy. This book guides you in handling emotional responses and formulating a comprehensive plan to manage such windfalls effectively. A strong and steady income stream is vital for sustaining your lifestyle. Delve into diversifying income sources, managing withdrawals, and balancing risk with security to create a robust financial foundation. Learn investment strategies designed for retirement, from transitioning to a conservative portfolio to sustainable investing with ESG considerations. Healthcare costs can be daunting â understand how to plan for medical expenses, navigate insurance options, and consider long-term care. Protect your legacy with estate planning essentials, including the importance of a will, the benefits of trusts, and understanding inheritance tax implications. Financial change can be challenging, but you donât have to face it alone. Build your financial teamâlearn how to choose advisors, collaborate with tax professionals, and include legal advisors in your strategy. Stay informed, track expenses, and adjust your lifestyle with dynamic budgeting and continuous financial education. Unlock the secrets to philanthropic giving, safeguarding your financial legacy, and preparing for significant life events. Empower yourself with the knowledge and tools to transform financial uncertainty into mastery, secure in your pursuit of a prosperous future.
Author: Mitch Anthony
Publisher: John Wiley & Sons
ISBN: 1119709091
Category : Business & Economics
Languages : en
Pages : 248
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Book Description
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.
Author: Bruce Feiler
Publisher: Penguin
ISBN: 1594206821
Category : Self-Help
Languages : en
Pages : 369
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Book Description
A New York Times bestseller! A pioneering and timely study of how to navigate life's biggest transitions with meaning, purpose, and skill Bruce Feiler, author of the New York Times bestsellers The Secrets of Happy Families and Council of Dads, has long explored the stories that give our lives meaning. Galvanized by a personal crisis, he spent the last few years crisscrossing the country, collecting hundreds of life stories in all fifty states from Americans who’d been through major life changes—from losing jobs to losing loved ones; from changing careers to changing relationships; from getting sober to getting healthy to simply looking for a fresh start. He then spent a year coding these stories, identifying patterns and takeaways that can help all of us survive and thrive in times of change. What Feiler discovered was a world in which transitions are becoming more plentiful and mastering the skills to manage them is more urgent for all of us. The idea that we’ll have one job, one relationship, one source of happiness is hopelessly outdated. We all feel unnerved by this upheaval. We’re concerned that our lives are not what we expected, that we’ve veered off course, living life out of order. But we’re not alone. Life Is in the Transitions introduces the fresh, illuminating vision of the nonlinear life, in which each of us faces dozens of disruptors. One in ten of those becomes what Feiler calls a lifequake, a massive change that leads to a life transition. The average length of these transitions is five years. The upshot: We all spend half our lives in this unsettled state. You or someone you know is going through one now. The most exciting thing Feiler identified is a powerful new tool kit for navigating these pivotal times. Drawing on his extraordinary trove of insights, he lays out specific strategies each of us can use to reimagine and rebuild our lives, often stronger than before. From a master storyteller with an essential message, Life Is in the Transitions can move readers of any age to think deeply about times of change and how to transform them into periods of creativity and growth.
Author: Asli Demirguc-Kunt
Publisher: World Bank Publications
ISBN:
Category : Access to Finance
Languages : en
Pages : 82
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Book Description
Abstract: The first part of this paper reviews the literature on the relation between finance and growth. The second part of the paper reviews the literature on the historical and policy determinants of financial development. Governments play a central role in shaping the operation of financial systems and the degree to which large segments of the financial system have access to financial services. The paper discusses the relationship between financial sector policies and economic development.
Author: Jack Avon
Publisher: Apress
ISBN: 1484208714
Category : Business & Economics
Languages : en
Pages : 237
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Book Description
Learn to create and understand financial models that assess the value of your company, the projects it undertakes, and its future earnings/profit projections. Follow this step-by-step guide organized in a quick-read format to build an accurate and effective financial model from the ground up. In this short book, The Basics of Financial Modeling—an abridgment of the Handbook of Financial Modeling—author Jack Avon equips business professionals who are familiar with financial statements and accounting reports to become truly proficient. Based on the author's extensive experience building models in business and finance, and teaching others to do the same, this book takes you through the financial modeling process, starting with a general overview of the history and evolution of financial modeling. It then moves on to more technical topics, such as the principles of financial modeling and the proper way to approach a financial modeling assignment, before covering key application areas for modeling in Microsoft Excel. What You'll Learn Understand the accounting and finance concepts that underpin working financial models Approach financial issues and solutions from a modeler's perspective Think about end users when developing a financial model Plan, design, and build a financial model Who This Book Is For Beginning to intermediate modelers who wish to expand and enhance their knowledge of using Excel to build and analyze financial models
Author: Magdalena Radulescu
Publisher: Frontiers Media SA
ISBN: 2832514154
Category : Science
Languages : en
Pages : 609
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Book Description
Author: Joe Saul-Sehy
Publisher: Penguin
ISBN: 0593330676
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
From the money nerds behind the award-winning Stacking Benjamins podcast, a new kind of personal finance book to get your house in order. Rich. Wealthy. Well-heeled. Moneyed. Affluent. Not bad—but why not get Stacked instead? If you’ve ever dreamed of a basic philosophy of money that’ll help you live bigger, be bolder, and laugh harder, you need this book. In these uncertain times, the basics matter more than ever. But for most of us, concepts such as investing, budgeting, and getting out of debt just don’t float our boats (or 150-foot yachts)—and so we put them off longer than we should. Joe Saul-Sehy and Emily Guy Birken are here to tell you that personal finance can be a lot more fun than you think. (No haberdashery, maritime knowledge, or specialized flatware required.) Learn about everything from side hustles, to hiring a legit financial adviser, to planning for emergencies, to what’s new and exciting—and actually worth your time—in financial apps and software. If you’re looking for the same old get-rich-quick clichés, avocado toast shaming, or alphabet soup of incomprehensible financial terms, you won’t find them here. Instead, Saul-Sehy and Birken take you step by step along the way to financial success, with their signature blend of shrewd financial information and wacky humor.
Author: Harshwardhan Soni
Publisher: Harsh Wardhan Soni
ISBN:
Category : Self-Help
Languages : en
Pages : 493
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Book Description
Book Theme: "Overthinking Unveiled: A Complete Guide" offers a comprehensive exploration of overthinking, delving into its various facets, from understanding its psychological mechanisms to identifying triggers and providing strategies for managing it. With chapters dedicated to dissecting the impact of overthinking on different aspects of life, from mental health to decision-making and relationships, the book aims to shed light on this common yet often misunderstood phenomenon. Through personal stories, case studies, and practical techniques, readers are guided on a journey towards greater self-awareness, empowerment, and ultimately, peace of mind.
Author: Byung-Yeon Kim
Publisher: Cambridge University Press
ISBN: 131687849X
Category : Business & Economics
Languages : en
Pages : 343
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Book Description
North Korea is one of the most closed and secretive societies in the world. Despite a high level of interest from the outside world, we have very little detailed information about how the country functions economically. In this valuable book for both the academic and policy-making circles, Byung-Yeon Kim offers the most comprehensive and systematic analysis of the present day North Korean economy in the context of economic systems and transition economics. It addresses what is really happening in the North Korean economy, why it has previously failed, and how the country can make the transition to a market economy. It takes advantage not only of carefully reconstructed macro data but also rich, new data at the micro level, such as quantitative surveys of North Korean refugees settled in South Korea, and the surveys of Chinese companies that interact heavily with North Korea.
Author: Gaogao Dong
Publisher: Frontiers Media SA
ISBN: 2889767825
Category : Science
Languages : en
Pages : 213
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Book Description
