planning your financial future



John Sestina E. Planning a Successful Future. Managing to Be Wealthy for Individuals and Their Advisors John Sestina E. Planning a Successful Future. Managing to Be Wealthy for Individuals and Their Advisors Новинка

John Sestina E. Planning a Successful Future. Managing to Be Wealthy for Individuals and Their Advisors

2229.32 руб. или Купить в рассрочку!
A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. Create a realistic and goal-based financial plan Take a more proactive approach to your finances Identify your goals and how to achieve them Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
G. Cunningham Cotter Your Financial Action Plan. 12 Simple Steps to Achieve Money Success G. Cunningham Cotter Your Financial Action Plan. 12 Simple Steps to Achieve Money Success Новинка

G. Cunningham Cotter Your Financial Action Plan. 12 Simple Steps to Achieve Money Success

2411.11 руб. или Купить в рассрочку!
Your Financial Action Plan outlines twelve simple steps that will improve your level of financial literacy as well as help you forge the financial future you desire. Today, financial knowledge means financial power, and in Your Financial Action Plan, you'll be introduced to the important personal financial issues that affect your life. With this book as your guide, you'll learn how to: * Make the most of your mortgage * Maintain a good credit rating * Build your retirement savings * Negotiate with your local bank to get the best deals * Navigate the ins and outs of insurance * Create a will * Handle tax deductions and credits * And much more Filled with practical guidance and extensive expertise, Your Financial Action Plan will help you build the type of financial life you've always wanted.
Nicola Field Investing in Your Child's Future. Financial Planning for Your Child's Education Nicola Field Investing in Your Child's Future. Financial Planning for Your Child's Education Новинка

Nicola Field Investing in Your Child's Future. Financial Planning for Your Child's Education

1782.82 руб. или Купить в рассрочку!
Most parents dream of giving their children the best possible education. However an education – primary, secondary and tertiary – costs money. Parents of a child born in 2006 can pay approximately $250K for a child's lifetime education according to the latest research from the Australian Scholarships Group. And costs are constantly on the rise. Investing in Your Child's Future is aimed at parents and future parents, grandparents and other family members, and covers children's education from pre-school to tertiary studies. It is designed to show readers how they can secure and contribute to their children's future and can benefit from a higher education at the institution of their choice, without sacrificing their lifestyle or financial security, and regardless of their income. Investing in Your Child's Future shows readers how they can finance all, or some, of their children's education by planning ahead, implementing simple strategies and saving money as early and as regularly as possible. When your children are young, it's easy to delay funding their education as it is not an immediate expense. However, education is a major expense, regardless of whether you choose a private or public education, and the sooner you start saving, the more money you will accumulate, and the sooner you can stop worrying about your child's future.
Kevin Grogan The Only Guide You'll Ever Need for the Right Financial Plan. Managing Your Wealth, Risk, and Investments Kevin Grogan The Only Guide You'll Ever Need for the Right Financial Plan. Managing Your Wealth, Risk, and Investments Новинка

Kevin Grogan The Only Guide You'll Ever Need for the Right Financial Plan. Managing Your Wealth, Risk, and Investments

1782.82 руб. или Купить в рассрочку!
An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of «The Only Guide» investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the «art» of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.
Erica Olsen Strategic Planning For Dummies Erica Olsen Strategic Planning For Dummies Новинка

Erica Olsen Strategic Planning For Dummies

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If you’re starting a new business or planning your business’s future, there are plenty of things you should take into account. Strategic Planning For Dummies covers everything you need to know to develop a plan for building and maintaining a competitive advantage – no matter what business you’re in. Written by Erica Olsen, founder and President of a business development firm that helps entrepreneurial-minded businesses plan for a successful future, this handy guide covers all the basics, including: How a strategic plan is different than a business plan Establishing a step-based planning process Planning for and encouraging growth Taking a long-view of your organization Evaluating past performance Defining and refining your mission, values, and vision Sizing up your current situation Examining your industry landscape Setting your strategic priorities Planning for unknown contingencies If you’re in business, you have to plan for everything – especially if you intend your business to grow. Whether you’re planning for a small business, large conglomerate, nonprofit, or even a government agency, this book has the planning specifics you need for your organization. Step-by-step, you’ll learn how to lay the foundations for a plan, understand how your plan will affect your business, form planning teams, discover what your strengths are, see where you are, and, finally, plan where you’re going. And there’s much more: Learn to analyze business trends that will determine your business’s future Set measurable, realistic goals that you can plan for and achieve Make strategic planning a habitual part of the organization Prioritize multiple strategies that you can implement simultaneously Set a defining vision for the organization that guides all your planning and strategy This friendly, simple guide puts the power of strategic planning in the palm of your hand. For small businesses that can’t afford to hire strategic planning consultants, it’s even more imperative. Careful, constant planning is the only way to handle an uncertain business future. With this book, you’ll have all the step-by-step guidance you need to ensure you’re ready for anything that comes.
CFP Board Financial Planning Competency Handbook CFP Board Financial Planning Competency Handbook Новинка

CFP Board Financial Planning Competency Handbook

11162.55 руб. или Купить в рассрочку!
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Laura McDonald J. Lootcamp. 4 Weeks to Reducing Debt and Increasing Your Financial Fitness Laura McDonald J. Lootcamp. 4 Weeks to Reducing Debt and Increasing Your Financial Fitness Новинка

Laura McDonald J. Lootcamp. 4 Weeks to Reducing Debt and Increasing Your Financial Fitness

Four Weeks to Financial Fitness! Welcome to the Golden Girl Finance Lootcamp, a month-long program designed to break up the daunting task of getting yourself financially fit into small, daily steps…that will have you well on your way to a more financially secure life in no time flat! Week One will get you organized with an accurate picture of your finances—what you have, what you owe, and what your debt is really costing you. Week Two will help you tally up your spending—how much, on what and how, for both fixed and variable expenses. Week Three is dedicated to dealing with your debt. Week Four is all about planning for the future and developing good financial habits. It’s about getting your true bottom line in shape and primed for a fabulously fit financial future!
Melanie Bien Sorting Out Your Finances For Dummies Melanie Bien Sorting Out Your Finances For Dummies Новинка

Melanie Bien Sorting Out Your Finances For Dummies

1645.68 руб. или Купить в рассрочку!
Being good with money is about getting into good habits and understanding the choices you make. Fully updated to cover the latest financial trends and developments, this book gives you the confidence to plot where your money goes, to know your limits, and to choose the right financial products for a wealthier future. It will help you learn how to analyse your financial situation, isolate problem areas, properly structure your debt, investments and retirement plans, and adopt good money habits whatever your age or financial situation. Once you’ve sorted out your finances you’ll get much more pleasure from the money you spend and the money you save. Discover how to: Make your salary go further Set financial goals and reach them Get out of debt Start an investment portfolio Prepare for the unexpected
Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century Новинка

Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century

1782.82 руб. или Купить в рассрочку!
Harness the power of your money with a 21st century mindset The speed at which the world is evolving is compounding exponentially each day, leaving individual investors wondering how to appropriately plan for their financial future. The financial norms that helped prior generations retire with grace are quickly evaporating or have already been replaced with new difficult realities. Money Mindset is an expert-led guide to growing your wealth, protecting your wealth, and transferring your wealth to future generations. Written by a third generation financial planner who is also an adjunct finance professor at the W.P. Carey School of Business at Arizona State University, Money Mindset helps readers understand important financial concepts and theories of the 21st century. The science and psychology of money The 'WHY' of personal financial management The rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation How to manage a diverse investment portfolio to minimize macroeconomic vulnerability How to create a legacy through proper estate planning Money Mindset explores the idea that money can be looked at as an energy source. In order to truly harness its powers, one must acquire and maintain a certain money mindset. Everyone wants financial independence—having enough money to consistently fuel their everyday life. Money Mindset clears a path through the increasingly convoluted and ever-changing world to show how to finally become financially secure.
Mark Tibergien C. The Enduring Advisory Firm. How to Serve Your Clients More Effectively and Operate More Efficiently Mark Tibergien C. The Enduring Advisory Firm. How to Serve Your Clients More Effectively and Operate More Efficiently Новинка

Mark Tibergien C. The Enduring Advisory Firm. How to Serve Your Clients More Effectively and Operate More Efficiently

3827.16 руб. или Купить в рассрочку!
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.
J. Moore Thomas Last Chance to Get It Right!. How to Avoid Eight Deadly Mistakes Made with Money J. Moore Thomas Last Chance to Get It Right!. How to Avoid Eight Deadly Mistakes Made with Money Новинка

J. Moore Thomas Last Chance to Get It Right!. How to Avoid Eight Deadly Mistakes Made with Money

1909.75 руб. или Купить в рассрочку!
Praise for Last Chance to Get It Right! «Tom Moore is one of the capable professionals who made me look good in the last thirty years of my forty-five year career at A.G. Edwards & Sons. He has put together a primer which should help both new and veteran investors understand financial markets and alternatives, and gain a direction and common-sense approach to their estate planning.» -Benjamin F. Edwards III, Chairman Emeritus A. G. Edwards & Sons «Tom Moore's grasp of the problems of retirement planning is superb; his methods of solving those problems unrivalled.» -Richard Austin, past president of Templeton Funds Annuity Company currently a Retirement Income Planning Consultant «Tom has spelled out in plain English, just what it takes to create and implement a successful retirement plan. Boomers and non-boomers alike, will find his step-by-step road map very helpful.» -M. Ellen Simmons, JD, CPA Between Social Security uncertainty and uneasiness in the stock market, Americans today face a more uncertain financial future than at any time in decades. Ironically, our response to this growing emergency is to spend more, save less, and put off necessary preparations until tomorrow. Buckle up, because tomorrow has arrived. Last Chance to Get It Right! outlines a step-by-step program designed to help you: * Increase the size of your nest egg-for a long, enjoyable retirement * Slash your income tax bill-both today and throughout your life * Reduce your estate taxes-to preserve the assets you fought so hard to build Are you truly prepared for the financial future facing you and your family? Let Last Chance to Get It Right! give you the knowledge and tools you need to stop making financial mistakes today-and put more money in your pocket tomorrow.
Woody Wade Scenario Planning. A Field Guide to the Future Woody Wade Scenario Planning. A Field Guide to the Future Новинка

Woody Wade Scenario Planning. A Field Guide to the Future

1910.39 руб. или Купить в рассрочку!
Is your business ready for the future? Scenario planning is a fascinating, yet still underutilized, business tool that can be of immense value to a company's strategic planning process. It allows companies to visualize the impact that a portfolio of possible futures could have on their competitiveness. It helps decision-makers see opportunities and threats that could emerge beyond their normal planning horizon. Scenario Planning serves as a guide to taking a long-term look at your business, your industry, and the world, posing thoughtful questions about the possible consequences of some current (and possible future) trends. This book will help you: Outline (and help you prepare for) any trends that could play out in the future that could change the political, social, and economic landscapes and significantly impact your business Explore the impact of technological advances and the emergence of new competitors to your business Examine challenges that are only dimly recognizable as potential problems today This visual book will help you answer this question: Is my organization ready for every possibility?
Taylor Larimore The Bogleheads' Guide to Retirement Planning Taylor Larimore The Bogleheads' Guide to Retirement Planning Новинка

Taylor Larimore The Bogleheads' Guide to Retirement Planning

1083.87 руб. или Купить в рассрочку!
The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. Explains the different types of savings accounts and retirement plans Offers insights on managing and funding your retirement accounts Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.
Margaret Kerr Wills and Estate Planning For Canadians For Dummies Margaret Kerr Wills and Estate Planning For Canadians For Dummies Новинка

Margaret Kerr Wills and Estate Planning For Canadians For Dummies

1594.01 руб. или Купить в рассрочку!
Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.
Douglas McCormick P. Family Inc.. Using Business Principles to Maximize Your Family's Wealth Douglas McCormick P. Family Inc.. Using Business Principles to Maximize Your Family's Wealth Новинка

Douglas McCormick P. Family Inc.. Using Business Principles to Maximize Your Family's Wealth

1910.39 руб. или Купить в рассрочку!
Actionable, intelligent CFO training for the Chief Family Financial Officer Family Inc. is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice—and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies. Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO. Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for you Utilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.
Vanessa Rowsthorn Organise Your Money. Be Financially Free Vanessa Rowsthorn Organise Your Money. Be Financially Free Новинка

Vanessa Rowsthorn Organise Your Money. Be Financially Free

You don’t have to earn megabucks or have a degree in economics to gain control of your finances. Organise Your Money will show you how to set financial goals, move out of debt and start saving for the future. Learn how to take control of your financial destiny and make your money grow. Authors Vanessa Rowsthorn and Nina Dubecki of moneygirl.com.au are passionate about inspiring women to get smart about their money.
Jay Hummel The Essential Advisor. Building Value in the Investor-Advisor Relationship Jay Hummel The Essential Advisor. Building Value in the Investor-Advisor Relationship Новинка

Jay Hummel The Essential Advisor. Building Value in the Investor-Advisor Relationship

2551.44 руб. или Купить в рассрочку!
Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.
Colin Barrow Business Plans Kit For Dummies Colin Barrow Business Plans Kit For Dummies Новинка

Colin Barrow Business Plans Kit For Dummies

2359.44 руб. или Купить в рассрочку!
Whether you’re a business beginner with big ideas or an established company looking to review you plans in a changing business environment this practical, user friendly guide gives you everything you need to get started. Complete with an interactive CD packed with planning templates including; planning documents, forms, financial worksheets, checklists, operation surveys and customer profiles in both Word and PDF formats you’ll be armed with all you need to kick start the planning process and create a winning business plan that suits you and your long-term business vision. Business Plans Kit For Dummies includes UK specific information on: UK business practice Currency UK business and financial institutions and advisory services UK taxation and VAT Partnerships and Limited company information UK legal practice, contractual considerations and insurance matters UK specific forms UK specific case studies New content covering online business opportunities and resources, alternative ways in to business including franchising, network marketing and buy outs, research methods and choosing suppliers and outsourcing will all be added to the UK edition. Table of Contents: Part I: Laying the Foundation for Your Plan Chapter 1: Starting Your Planning Engine Chapter 2: Generating a Great Business Idea Chapter 3: Defining Your Business Purpose Part II: Developing Your Plan’s Components Chapter 4: Understanding Your Business Environment Chapter 5: Charting Your Strategic Direction Chapter 6: Describing Your Business and Its Capabilities Chapter 7: Crafting Your Marketing Plan Chapter 8: Deciphering and Presenting Part III: Tailoring a Business Plan to Fit Your Needs Chapter 9: Planning for a One-Person Business Chapter 10: Planning for a Small Business Chapter 11: Planning for an Established Business Chapter 12: Planning for a Not for profit Nonprofit Organization Chapter 13: Planning for an E-Business Part IV: Making the Most of Your Plan Chapter 14: Putting Your Plan Together Chapter 15: Putting Your Plan to Work Part V: The Part of Tens Chapter 16: Ten Signs That Your Plan Might Need an Overhaul Chapter 17: Ten Ways to Evaluate a New Business Idea Chapter 18: Ten Ways to Fund Your Business Plan Chapter 19: Ten Sources of Vital Information to underpin your Business Plan Chapter 20: Ten Ways to Use Your Business Plan Note: CD files are available to download when buying the eBook version
William Streng P. Estate Planning William Streng P. Estate Planning Новинка

William Streng P. Estate Planning

5670.26 руб. или Купить в рассрочку!
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Andrew Fisher The Cross-Border Family Wealth Guide. Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad Andrew Fisher The Cross-Border Family Wealth Guide. Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad Новинка

Andrew Fisher The Cross-Border Family Wealth Guide. Advice on Taxes, Investing, Real Estate, and Retirement for Global Families in the U.S. and Abroad

2229.32 руб. или Купить в рассрочку!
Make sense of international personal finance with expat-specific expert advice The Cross-Border Family Wealth Guide is the long-awaited financial handbook for cross border families, with expert insight from a financial advisor who specializes in expat issues. Whether you're an American living abroad, or foreign-born and living in the U.S., this book demystifies the complex issues surrounding the worldwide tax system, international information reporting, sensible investments, international real estate, and retirement planning. When your wealth crosses international borders, managing even the most mundane financial affairs can become wrought with time-consuming complexity; moving money, opening accounts, dealing with currency risks and translation, and setting up investments suddenly involves a whole new set of rules and regulations. Your 401(k), IRA, or annuity must be handled properly to retain certain tax benefits, and retirement planning takes on a brand new dimension of difficulty. This book shows you how to navigate the maze to make sure your money keeps working for you. Real world examples illustrate solutions to common problems, and real, actionable advice gives you a solid plan for your next steps. While personal finance management is rarely simple, the recent crackdown on tax havens and increased tax collection vigilance has made things even more difficult for cross border families. This book answers your questions, and shines a light on the way forward to long-term financial security for international families. Navigate the complexities of international taxation Get specific guidance on retirement planning Make sense of how real estate fits into your financial picture Invest appropriately to maximize growth for the future Manage your assets and tax benefits across borders With the right know-how, cross border professionals can make sensible investment and financial planning decisions, but credible guidance is rare and difficult to find. Simple and practical, with targeted advice, The Cross-Border Family Wealth Guide is the international family's solution for avoiding financial confusion.
Andrew Hallam Millionaire Teacher. The Nine Rules of Wealth You Should Have Learned in School Andrew Hallam Millionaire Teacher. The Nine Rules of Wealth You Should Have Learned in School Новинка

Andrew Hallam Millionaire Teacher. The Nine Rules of Wealth You Should Have Learned in School

1463.89 руб. или Купить в рассрочку!
Adopt the investment strategy that turned a school teacher into a millionaire Millionaire Teacher shows you how to achieve financial independence through smart investing – without being a financial wizard. Author Andrew Hallam was a high school English teacher. He became a debt-free millionaire by following a few simple rules. In this book, he teaches you the financial fundamentals you need to follow in his tracks. You can spend just an hour per year on your investments, never think about the stock market's direction – and still beat most professional investors. It's not about get-rich-quick schemes or trendy investment products peddled by an ever-widening, self-serving industry; it's about your money and your future. This new second edition features updated discussion on passive investing, studies on dollar cost averaging versus lump sum investing, and a detailed segment on RoboAdvisors for Americans, Canadians, Australians, Singaporeans and British investors. Financial literacy is rarely taught in schools. Were you shortchanged by your education system? This book is your solution, teaching you the ABCs of finance to help you build wealth. Gain the financial literacy to make smart investment decisions Learn why you should invest in index funds Find out how to find the right kind of financial advisor Avoid scams and flash-in-the-pan trends Millionaire Teacher shows how to build a strong financial future today.
Max Newnham Funding Your Retirement. A Survival Guide Max Newnham Funding Your Retirement. A Survival Guide Новинка

Max Newnham Funding Your Retirement. A Survival Guide

2423.87 руб. или Купить в рассрочку!
Are you worried about how you?re going to fund your retirement? Will you be able to afford the lifestyle you deserve? Many Australians are nearing or in retirement and many are not financially prepared. Funding Your Retirement: A Survival Guide will help you secure your financial future so you can enjoy the retirement you?ve dreamed of. This comprehensive guide is packed with strategies, from salary sacrificing and making superannuation contributions to consolidating debt and building a balanced investment portfolio. Topics covered include: ? planning your retirement ? understanding retirement and taxation rules ? managing your superannuation ? determining if a self managed superannuation fund is right for you ? implementing wealth-creation strategies ? ensuring your funds last as long as they need to.
Pat Mesiti Pathway to Prosperity. The 12 Steps to Financial Freedom Pat Mesiti Pathway to Prosperity. The 12 Steps to Financial Freedom Новинка

Pat Mesiti Pathway to Prosperity. The 12 Steps to Financial Freedom

1722.22 руб. или Купить в рассрочку!
An inspiring guide to getting off the road to more debt and financial insecurity and on the road to wealth and financial freedom You can take charge of your financial future. You can reduce your debt, increase your net worth and enjoy a life of prosperity. You can stop struggling, doing things the way you've always have, and embark on a new pathway to wealth. So what's stopping you? According to bestselling motivational author and wealth building advisor, Pat Mesiti, it's all about identifying what's wrong with the way you think and feel about money and the path they've put you on. And it's about creating a new, more prosperous path for yourself. Provides you with the tools you need to create your own roadmap to greater wealth and financial security Gives you priceless insights into your wealth-defeating mindset and how to stop repeating the same mistakes and start building wealth by design—not by chance Offers proven prescriptions for digging your way out of the debt-heavy financial rut you're in so you can start building wealth right away Features numerous inspiring case studies of Mesiti clients and mentees who found financial freedom following his «shift your mind, touch your heart» approach to wealth
John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques Новинка

John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques

Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond «hearing» their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
Derrick Kinney Master the Media to Attract Your Ideal Clients. A Personal Marketing System for Financial Professionals Derrick Kinney Master the Media to Attract Your Ideal Clients. A Personal Marketing System for Financial Professionals Новинка

Derrick Kinney Master the Media to Attract Your Ideal Clients. A Personal Marketing System for Financial Professionals

1297.41 руб. или Купить в рассрочку!
Praise for Master the Media to Attract Your Ideal Clients «This book is a marketing masterpiece. It should be required reading for all financial professionals.» -Janine Wertheim, Chief Marketing Officer Securities America, Inc. «Marketing is the lifeblood of any practice. The media is the most effective and cost-efficient way to market. Unfortunately, most practitioners only dream of media attention. No more-Derrick Kinney delivers on his promise to help you 'master the media.'» -Harold Evensky, CFP author, Wealth Management «This fast-moving, practical book gives you a step-by-step process to multiply your results and dramatically increase your exposure and name recognition. A classic!» -Brian Tracy, President, Brian Tracy International author, Create Your Own Future «Kinney offers an easy and effective 'how-to' approach for financial producers to gain recognition and credibility by becoming media sources. If you want to take your business to the next level, this book can help you get there.» -Gail S. Waisanen, CLU, Editor, Life Insurance Selling «Derrick Kinney has built an effective marketing system that every advisor can use to help grow their business and attract more profitable clients.» -John J. Bowen Jr., CEO, CEG Worldwide, LLC columnist for Financial Planning
Robert Carlson C. The New Rules of Retirement. Strategies for a Secure Future Robert Carlson C. The New Rules of Retirement. Strategies for a Secure Future Новинка

Robert Carlson C. The New Rules of Retirement. Strategies for a Secure Future

1910.39 руб. или Купить в рассрочку!
Create the retirement you desire with proven financial strategies The New Rules of Retirement throws away the rules of thumb, clichés, and obsolete ideas. It provides a proven, updated approach to retiring successfully in today's world. In this new second edition based on independent, objective research, retirement expert Robert C. Carlson uses proven, profitable techniques to coordinate all the factors that lead to financial security and independence. You'll learn how much you really need to save for retirement, how to invest that nest egg before and during retirement, and how to establish a wise and sustainable spending strategy. Carlson will explain how to overcome the threats to lifetime financial security, such as longer life expectancy, low investment returns, higher taxes, and more. Importantly, you'll learn how to plan for the wildcards of retirement planning: health care and long-term care expenses. This edition covers changes in key areas such as annuities, IRA management, estate planning, and income taxes. You'll learn how to merge these insights into your plan to enhance financial security and to provide for loved ones in the future. Retirement no longer means being put out to pasture. Today's retirees are traveling the world, attending classes, developing new skills, starting businesses, mastering neglected hobbies, and more—well into their golden years. This guide helps ensure you have the financial independence to pursue the retirement you want through smart planning and effective financial strategies. Know and overcome the threats to retiree financial security Learn the right way to estimate retirement spending Develop a sustainable spending strategy Invest your nest egg to make it last Plan for potential long-term health care Leave a legacy for loved ones The retirement is now a new phase of life, not a winding down. It's a time to live your best life and do things you couldn't before. But all the financial aspects of retirement have changed. To maintain financial security and create the retirement you desire, you need to be on top of the changes. The New Rules of Retirement provides the latest, proven strategies that help put the shine in your golden years.
Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning Новинка

Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning

1450.49 руб. или Купить в рассрочку!
A complete guide to planning an estate under today's tax rules When it comes to your estate–no matter how big or small it may be–you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialist Harold Apolinsky and expert financial planner Stewart Welch III know this better than anyone else, and in the Revised and Updated Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers important issues, such as: * How new legislation will impact inheritances and trusts * Estate and generation-skipping tax planning * The role of wills, executors, and trusts * Treatment of charitable contributions * The do's and don'ts of gifting * Life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
David Parmenter The Financial Controller and CFO's Toolkit. Lean Practices to Transform Your Finance Team David Parmenter The Financial Controller and CFO's Toolkit. Lean Practices to Transform Your Finance Team Новинка

David Parmenter The Financial Controller and CFO's Toolkit. Lean Practices to Transform Your Finance Team

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Simplify and streamline your way to a winning legacy The Financial Controller and CFO's Toolkit is a hybrid handbook and toolkit with over 100 lean practice solutions and a wealth of practical tools for senior financial managers of small, midsized and large companies. This book outlines the mindset of paradigm shifters relevant to future-ready finance teams, and contains guidelines on how to become an effective change leader. Guidance from world leading expert David Parmenter provides the insight and tools you need to reach your true leadership potential and achieve more for your organization. Packed with templates and checklists, this book helps you adhere to the best practices in reporting, forecasting, KPIs, planning, strategy, and technology. The companion website—a complete toolbox for positive, entrenched change—gives you access to additional resources that reinforce The Financial Controller and CFO's Toolkit strategy. This new second edition has been updated to reflect the latest practices and technology to streamline your workflow and get more done in less time—without sacrificing quality or accuracy. As an all-in-one resource for the CFO role, this book provides a clear, practical strategy for demonstrating your value to your organization. Selling and leading change effectively Get more accurate information from your KPIs Attracting, recruiting and retaining talented staff Invest in and implement new essential tools Investing wisely in 21st century technologies Report the month-end within three days, implement quarterly rolling forecasting, complete the annual plan in two weeks or less, and bring your firm into the 21st century with key tools that get the job done. Be the CFO that your organization needs and the leader that your teams deserve. The Financial Controller and CFO's Toolkit gives you everything you need to achieve more by doing less.
Joel Bruckenstein P. Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours Joel Bruckenstein P. Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours Новинка

Joel Bruckenstein P. Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

3827.16 руб. или Купить в рассрочку!
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
John Mauldin Code Red. How to Protect Your Savings From the Coming Crisis John Mauldin Code Red. How to Protect Your Savings From the Coming Crisis Новинка

John Mauldin Code Red. How to Protect Your Savings From the Coming Crisis

1910.39 руб. или Купить в рассрочку!
Wall Street Journal Bestseller Valuable insights on monetary policies, their impact on your financial future, and how to protect against them Written by the New York Times bestselling author team of John Mauldin and Jonathan Tepper, Code Red spills the beans on the central banks in the U.S., U.K., E.U., and Japan and how they've rigged the game against the average saver and investor. More importantly, it shows you how to protect your hard-earned cash from the bankers' disastrous monetary policies and how to come out a winner in the irresponsible game of chicken they're playing with the global financial system. From quantitative easing to zero interest rate policies, ZIRP to the impending currency wars, runaway inflation to GDP targeting, authors Mauldin and Tepper achieve the impossible by not only explaining global monetary policy and its consequences in plain English, but also making it compelling reading. Outlines time-tested strategies for surviving and thriving in these tumultuous times Addresses how issues such as quantitative easing, financial repression, currency wars, bubble economies, and inflation impact our everyday lives as well as our financial future Written by a team of bestselling authors and experts in this dynamic field How did we get here and where are we headed? What can you do to insulate yourself against, and profit from, economic upheaval and secure your financial future? Find out in Code Red.
Scott Ford Financial Jiu-Jitsu. A Fighter's Guide to Conquering Your Finances Scott Ford Financial Jiu-Jitsu. A Fighter's Guide to Conquering Your Finances Новинка

Scott Ford Financial Jiu-Jitsu. A Fighter's Guide to Conquering Your Finances

1782.82 руб. или Купить в рассрочку!
A unique approach to personal finance that tackles money like a jiu-jitsu fighter would tackle an opponent In martial arts and personal finance, fundamentals are important. But while failing in Brazilian Jiu-Jitsu may be disappointing, it's nothing compared to failing to build wealth and creating a better future for your family. Nobody understands this better than Scott Ford, a top-ranked financial advisor and Jiu-Jitsu enthusiast. Now, in Financial Jiu-Jitsu, he shows you how to overcome your emotions and state of mind to excel at your investing endeavors. Along the way, Ford teaches you fundamental skills such as automating your savings and investments, the importance of paying yourself first, and managing credit wisely. Compares the patience and practice of the martial arts, specifically Jiu-Jitsu, to investing Offers an approach to adapting to financial change as you move through life, while maintaining the same guiding principles Author Scott Ford is ranked in the top one percent of all financial advisors The guiding principles in this book are the foundation of your financial fight plan and the keys to reaching your financial dreams. No matter what punches the market or the economy throws at you, if you follow these principles you'll always react well in the face of adversity.
Stewart H. Welch, III AARP JK Lasser's New Rules for Estate and Tax Planning Stewart H. Welch, III AARP JK Lasser's New Rules for Estate and Tax Planning Новинка

Stewart H. Welch, III AARP JK Lasser's New Rules for Estate and Tax Planning

1272.53 руб. или Купить в рассрочку!
AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Lita Epstein The Business Owner's Guide to Reading and Understanding Financial Statements. How to Budget, Forecast, and Monitor Cash Flow for Better Decision Making Lita Epstein The Business Owner's Guide to Reading and Understanding Financial Statements. How to Budget, Forecast, and Monitor Cash Flow for Better Decision Making Новинка

Lita Epstein The Business Owner's Guide to Reading and Understanding Financial Statements. How to Budget, Forecast, and Monitor Cash Flow for Better Decision Making

1272.53 руб. или Купить в рассрочку!
Financial statements hold the key to a company's fiscal health—so learn to read them! In order to gauge a company's health—as well as the competition's—managers must know how to properly read and understand financial statements. The Business Owner's Guide to Reading and Understanding Financial Statements will introduce managers and business owners to various types of financial statements and explain why they are important. Serving as a desktop reference, especially for managers without a strong background in finance, this book will discuss the difference between internal and external financial statements and explain how they can be used for financial decision-making in order to avoid common missteps. Whether you're planning for major capital projects or simply managing the fiscal aspects of your department, this nontechnical, results-driven guide will arm you with the fundamentals to: Understand the budget process and why it is important Manage assets and track inventory Gauge profitability Monitor success throughout the year using internal reporting Set prices and make key cost decisions Financial statements are essential to determining a company's fiscal health. Understand where your company stands so that you can make informed decisions about its future.
Eric Tyson Investing All-in-One For Dummies Eric Tyson Investing All-in-One For Dummies Новинка

Eric Tyson Investing All-in-One For Dummies

1912.94 руб. или Купить в рассрочку!
Invest in your financial future Featuring guidance from renowned finance expert Eric Tyson and content from other top selling For Dummies investment titles, Investing All-in-One For Dummies offers the foolproof, time-tested guidance you need to turn those hard-earned dollars into a successful and diversified portfolio. Covering everything from stocks, bonds, mutual funds, real estate, and the latest in online investing, this hands-on resource lays out an arsenal of techniques for you to select the investment accounts that best suit your particular style, needs, and goals. Investing All-in-One For Dummies offers a succinct framework and expert advice to help readers make solid decisions and confidently invest in the marketplace Develop and manage a winning financial portfolio Find the right investments for you, no matter your age or income bracket Get the latest information on retirement planning, tax laws, investment options, and more Benefit from sound strategies brought to you by a well-recognized personal finance counselor There's no time like the present to invest in your own financial future—and this book shows you how.
Andrew Simpson You Can't Take It With You. Wills and Estate Planning for Australians Andrew Simpson You Can't Take It With You. Wills and Estate Planning for Australians Новинка

Andrew Simpson You Can't Take It With You. Wills and Estate Planning for Australians

3061.73 руб. или Купить в рассрочку!
We all face an inescapable truth: whether we like it or not, we will one day die – and we can't take anything with us when we do. Many Australians spend a great deal of their lives actively creating wealth, but pay little attention to how to distribute that wealth after death. Andrew Simpson's You Can't Take it With You is a practical and informative guide to estate planning. Inside you will discover how to: understand and distribute your assets plan your will and protect it from challenges use trusts to safeguard your assets minimise the tax liabilities on your future beneficiaries plan your personal and financial affairs for retirement. With helpful case studies that highlight key points in each chapter, You Can't Take it With You makes the estate-planning process easy. This book is your first step to ensuring peace of mind for you and those you leave behind.
John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy Новинка

John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy

Take control of your financial future with expert guidance from wealth educators and property millionaires John Lee and Vincent Wong The Wealth Dragon Way is an essential guide to creating passive income, building property-based wealth, and achieving financial freedom. This inspiring and informative resource can help you define your financial goals and identify the steps you need to take to achieve them. Exploring common myths and misinformation surrounding wealth—such as “money is the root of all evil”—this book shows how overcoming fear and self-doubt can change the way you think about wealth and your potential for personal growth. Real-world examples illustrate how entrepreneurs can use alternative strategies to acquire properties below market value. Fully updated to reflect the current economic environment, this second edition includes the Top Ten Habits of Successful Wealth Dragons as well as new chapters on the foundations of true wealth and how to adopt abundance mentality. From expanded sections on multiple income streams to a more in-depth look at the psychology behind our approach to money, such as posing the question, “Is money your friend?,” this latest edition offers a roadmap to achieving infinite wealth. Knowing why you want to be wealthy increases your chances of becoming wealthy. This essential guide explores what lies beneath our relationship with money and offers practical methods to attain the freedom that monetary wealth affords and stresses the importance of having high moral wealth. Gain practical guidance delivered with an inspiring motivational message Learn how to define your goals and maximize your likelihood of success Explore the psychological patterns that prevent us from achieving our financial goals Overcome the obstacles standing in the way of your financial freedom It has never been more important to take control of your financial future. Uncertain economic futures, increasing healthcare costs, and unreliable retirement benefits are just a few reasons to start focusing on your financial future today. No matter what your ultimate goal is—whether you want to quit the daily grind, acquire assets for increased security, or build passive income streams to achieve true financial freedom—The Wealth Dragon Way shows you the best way to get there.
John Vento J. Financial Independence (Getting to Point X). A Comprehensive Tax-Smart Wealth Management Guide John Vento J. Financial Independence (Getting to Point X). A Comprehensive Tax-Smart Wealth Management Guide Новинка

John Vento J. Financial Independence (Getting to Point X). A Comprehensive Tax-Smart Wealth Management Guide

2551.44 руб. или Купить в рассрочку!
Discover how the Tax Cuts and Jobs Act of 2017 will change your journey to financial independence and what you need to do now to take advantage of the new law Financial Independence (Getting to Point X) offers practical, time-tested advice for reaching your financial goals—whatever they may be. Whether you’re recovering from debt, putting kids through college, planning for retirement, starting your own business, or just seeking a healthier financial outlook, this book shows you how to get it done. No platitudes or empty advice here—just a clear roadmap to your goals, based on the effective management of the 10 Key Wealth Management Issues that threaten to derail us all. This new second edition has been updated to reflect President Trump’s massive income tax changes. These historic changes will reduce the tax obligation of most Americans, but not all. This is the most significant tax reform in over 30 years, rendering old advice obsolete while opening new opportunities. This edition also includes a new chapter on becoming financially independent by starting your own business. Author John Vento knows exactly what these new laws entail, and this book puts his wisdom of experience to work for you to help you get on track to financial freedom. Saving, budgeting, managing debt, minimizing taxes, and living within your means—all classic financial advice, but easier said than done, right? In this book, you’ll find real, practical advice for actually doing it—to the extent that makes sense for you. Understand the enormous changes taking place in the federal income tax code Learn which financial strategies have become obsolete, and what new opportunities you should take advantage of Negotiate your way through the 10 Key Wealth Management Issues with expert advice Find out if you have what it takes to reach financial independence by starting your own business Follow a clear roadmap to financial independence, no matter how you define it The goal is not perfection on all fronts, it’s simply tailoring your journey to suit your destination. No unnecessary deprivation, no obsessive adjusting—simply paying attention to key issues may be enough, depending on your goal. Regulatory changes close some doors but open others, and opportunities still exist if you know where to look. Financial Independence (Getting to Point X) provides you with a roadmap to financial freedom, so that you can achieve your life goals and dreams.
Carol Levine Planning For Long-Term Care For Dummies Carol Levine Planning For Long-Term Care For Dummies Новинка

Carol Levine Planning For Long-Term Care For Dummies

1275.08 руб. или Купить в рассрочку!
Expert advice on planning for your own or a relative’s future care needs As we live longer and healthier lives, planning for the long term has never been more important. Planning gives you more control, but it’s not easy to find accurate information and answers to your questions. That’s where AARP’s Planning For Long-Term Care For Dummies comes in. This comprehensive guide gives you questions to ask yourself and others about how best to achieve your goals, whether you have immediate needs or can take some time to sort out the possibilities. The book Covers home modifications so that you can stay at home safely for as long as you like Lays out the opportunities and costs associated with independent living, assisted living, and other options Gives you a range of driving and transportation alternatives Sorts out the various sources of care at home Helps you navigate the healthcare system Reviews the legal documents you should prepare and update Helps you determine whether you need long-term care insurance Offers checklists and other resources to help you make decisions Gives you guidance on how to talk to your family about sensitive issues If you're looking for trusted information on how to prepare for the future care needs for yourself or a relative, this sensitive, realistic, and authoritative guide will start you on the right road.
Judy Allen Marketing Your Event Planning Business. A Creative Approach to Gaining the Competitive Edge Judy Allen Marketing Your Event Planning Business. A Creative Approach to Gaining the Competitive Edge Новинка

Judy Allen Marketing Your Event Planning Business. A Creative Approach to Gaining the Competitive Edge

2870.37 руб. или Купить в рассрочку!
Practical, prescriptive advice on successfully marketing your event planning business Recent years have been tough on the event planning industry. The terrorist attacks of September 11, 2001, economic downturns, wars, and SARS have all negatively impacted the business. There are fewer corporate dollars dedicated to travel budgets and special events, creating even more pressure on businesses in an already highly competitive industry. This book tells you all you need to know to market your business and build your client base in good times and bad. Marketing Your Event Planning Business shows you how to gain a competitive advantage by setting yourself apart from the competition, pursuing new markets, and soliciting sales. It covers all the vital topics in event planning marketing, including how to diversify your client base, develop niche markets, improve your customer service, establish emergency business plans, and much more. Ideal for event planners, marketing managers in the industry, and professionals in the hospitality, culinary, or travel industries Includes actionable advice on successfully marketing an event planning business Features illustrative examples, practical tips, and useful checklists and other resources Marketing Your Event Planning Business is packed with practical tips and examples, giving you creative new ways to showcase your talents, build your business, and bring added value to your clients.
Jason Vitug You Only Live Once. The Roadmap to Financial Wellness and a Purposeful Life Jason Vitug You Only Live Once. The Roadmap to Financial Wellness and a Purposeful Life Новинка

Jason Vitug You Only Live Once. The Roadmap to Financial Wellness and a Purposeful Life

1782.82 руб. или Купить в рассрочку!
Get your finances in order with smart budgeting and money mindfulness You Only Live Once is the guide to achieving your best life through smart money moves. Before you even begin making a budget, you need to think about why. Where do you see yourself financially in ten years? Five years? This time next year? What does money do for you? Once you know your destination, you can begin charting your course. Step-by-step guidance walks you through the budgeting process, and shows you how to plan your financial path to point toward your goals. You'll learn how to prioritize spending, how to save efficiently, and how to take advantage of simple tools you didn't know you had. Next comes the most important part: taking control. You need to really look at how you perceive and use money day-to-day. Chances are, changing a few habits could give you some breathing room and help you reach your goals sooner. You work hard for your money, yet there never seems to be enough. You don't need to live like a pauper, but you need to be truly aware of just where your money is going, and why. Financial awareness is the key to a financially secure future, and this book unpacks it all to help you get where you want to go. Accept past decisions and articulate your financial goals Align your lifestyle with your budget Explore your relationship with money Re-evaluate financial habits and behaviors You know you need a budget, but you never seem to get around to doing it. Or maybe you did, but you can never seem to stick to it. Smart planning is a major factor in financial security, and it involves just as much introspection as math. You Only Live Once is more than a budgeting guide—it's a guide to revamping your financial behaviors to achieve the life you want.
Terry Savage The Savage Truth on Money Terry Savage The Savage Truth on Money Новинка

Terry Savage The Savage Truth on Money

1083.87 руб. или Купить в рассрочку!
The truth, the whole truth, and nothing but the truth on money If you are overwhelmed by money decisions?and in today's post-crisis economy, who isn't??Terry Savage can help. In The Savage Truth, Second Edition, she takes the fear out of financial decision-making and makes sound financial decisions something that you simply do, rather than something that you stress about. Most importantly, Savage shows you how to gain control over your financial future, setting you free to truly enjoy the present. Details money basics, such as investing, retirement plans, life insurance, college savings, estate planning, and coping with debt Provides methods to keep you on track to reach your long-term goals of financial independence Describes technology you can use to improve your financial decision-making The truth is if it were easy to make, save, and grow money, everyone would be rich. It isn't easy. But, The Savage Truth on Money, Second Edition makes it a lot easier.
Barry Bridger The Elephant in the Room. Sharing the Secrets for Pursuing Real Financial Success Barry Bridger The Elephant in the Room. Sharing the Secrets for Pursuing Real Financial Success Новинка

Barry Bridger The Elephant in the Room. Sharing the Secrets for Pursuing Real Financial Success

1527.04 руб. или Купить в рассрочку!
The Elephant In The Room A financial fable filled with lessons for building long-term wealth «What most people don't understand, and what usually turns out to be the elephant in the room, is their behavior. It affects everything in your life, including the way you earn, spend, and save.» —Aunt Katherine Michael Davidson and his wife, Jennifer, knew what they wanted from life and had some pretty good financial habits, but they were far from prepared for the future. Despite a healthy income and successful career, Michael—who's facing down thirty, with a wife who also works, and two kids—can't seem to accumulate any savings, and the family continues to live from paycheck to paycheck. Frustrated by his situation, Michael seeks the advice of a person who, in his eyes, has found a way to overcome this challenge—his now comfortably retired Aunt Katherine. What follows is a series of conversations in which Michael discovers that some fundamental concepts, all under his control, can put his family in a better financial position. Engaging and informative, The Elephant in the Room follows the fictional weekly meetings—based on the real-world experiences of financial advisors and employees from First Command Financial Planning—between Michael and Aunt Katherine as they discuss the elements that guide their financial behavior and prepare a plan to achieve his family's financial objectives. A refreshing look at what it really takes to secure your financial future, The Elephant in the Room contains insights and advice that will put you on the path to prosperity.
Eric Tyson Personal Finance For Dummies Eric Tyson Personal Finance For Dummies Новинка

Eric Tyson Personal Finance For Dummies

1912.94 руб. или Купить в рассрочку!
Take stock of your financial situation From budgeting, saving, and reducing debt, to making timely investment choices and planning for the future, Personal Finance For Dummies provides fiscally conscious readers with the tools they need to take charge of their financial life. This new edition includes coverage of an extensive new tax bill that took effect in 2018 and the impact on individuals, families, small businesses, and on real estate and investing decisions. Plus, it covers emerging investing interests like technology and global investing, cryptocurrencies, pot stocks, the lifestyle changes occurring with millennials, and more. Evaluate and manage your financial fitness Assess your credit report and improve your score Make smart investments in any economic environment Find out about international investing The expert advice offered in Personal Finance For Dummies is for anyone looking to ensure that their finances are on the right track—and to identify the areas in which they can improve their financial strategies.
John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy Новинка

John Lee The Wealth Dragon Way. The Why, the When and the How to Become Infinitely Wealthy

1150.37 руб. или Купить в рассрочку!
Stop procrastinating and become financially free, by building asset-based wealth and creating passive income. The Wealth Dragon Way: The Why, the When and the How to Become Financially Free is a practical guide to becoming financially free through building asset-based wealth and creating passive income. Part motivational, part informational, this guide will change your whole perspective on wealth and your personal growth potential. The book discusses both moral and monetary wealth, and looks at how we are easily misled and influenced by media-driven myths surrounding money, debunking notions such as the idea that there is no truly moral way to become wealthy, or the belief that the state will provide for us in retirement, and more. You'll discover new truths surrounding the subject of wealth, and get to the root of your own procrastination over planning for your financial future. You will learn how to tackle your fears and overcome the issues holding you back. You will also read real-life examples of how two property entrepreneurs built their significant portfolios using alternative strategies such as using lease options, and structuring and securing deals at below market value. Along the way, you'll learn what it means to become a Wealth Dragon, and the key principles to live by if you're ready to work towards achieving real financial freedom. You are far more likely to achieve personal wealth if you are one hundred percent clear as to why you want it. This book explores the psychology of our relationship with money and offers a practical advice for anyone who is determined to meet their goals and realize their dreams. Bust the myths surrounding the subject of wealth Start taking control of your financial future Adopt the key Wealth Dragon principles Discover your full potential for financial and personal growth The importance of taking control of your financial future cannot be overstated, especially in these economically uncertain times. Whether you want to quit the rat race, build some assets as security, or develop a branded business that will provide you with a passive income, The Wealth Dragon Way is your guide to building wealth and becoming financially free.
Thomas Anderson J. The Value of Debt in Building Wealth Thomas Anderson J. The Value of Debt in Building Wealth Новинка

Thomas Anderson J. The Value of Debt in Building Wealth

1910.39 руб. или Купить в рассрочку!
The book of financial wisdom that your future self will thank you for reading For many adults under 40, 'debt' is a four-letter word—something that should be avoided but is all too often unavoidable. In The Value of Debt in Building Wealth, bestselling author Thomas J. Anderson encourages you to rethink that. You'll walk away from this book with an understanding of how you can use debt wisely to secure the financial future you envision for yourself and your family. Student loans, mortgages, lines of credit, and other forms of debt are all discussed in detail, with a focus on smart planning for those who are accumulating assets—and debt—now. Should you rent or buy? How important is liquidity? What is good versus bad debt? How much debt should you have? What debt-to-income and debt-to-asset ratios should you aim for? Fixed debt or floating debt? What's the best way of saving for college and retirement? These are big questions that deserve thorough answers because the choices you make now could influence the course of your life. This thought-provoking book will open your eyes to savvy financial strategies for achieving your goals faster and with healthier bank accounts. Explore strategies for smart debt management, explained by one of the nation's top financial advisors Gain an understanding of investment basics and key financial concepts you'll need to achieve your long-term goals Understand the risks of having debt and the potential risks of being debt-free Make financial decisions now that will maximize your wealth, freedom, and opportunity later This book is not about buying things you cannot afford. It is about liquidity, flexibility and optimizing your personal balance sheet. The Value of Debt in Building Wealth is full of ideas you can apply to your own situation—no matter what your current asset level. Read this book today and thank yourself later.
David Loeper B. Stop the Retirement Rip-off. How to Keep More of Your Money for Retirement David Loeper B. Stop the Retirement Rip-off. How to Keep More of Your Money for Retirement Новинка

David Loeper B. Stop the Retirement Rip-off. How to Keep More of Your Money for Retirement

1272.53 руб. или Купить в рассрочку!
A detailed guide for avoiding the pitfalls of retirement funding In Stop the Retirement Rip-Off, author David Loeper provides the necessary tools for investors to take action and make the most of their retirement plans. It offers a road map for employees to understand the fees and costs associated with their plans; document the excesses in a presentation to management; then organize themselves to protest and, if necessary, bring the documentation to the Labor Department in a complaint. Written in a straightforward and accessible style, this book is filled with sensible strategies for making the most of retirement funds and putting future retirees back on the right financial track. Filled with strategies that can help employees stand up and secure their financial future Addresses how to make the most of your money, and your life, after fixing your retirement plan Outlines a practical approach to understanding your organization's retirement plan and overcoming its potential inefficiencies This important book contains the much-needed information that employees need to plan for retirement and ensure a secure financial future.
Douglas Lennick Leveraging Your Financial Intelligence. At the Intersection of Money, Health, and Happiness Douglas Lennick Leveraging Your Financial Intelligence. At the Intersection of Money, Health, and Happiness Новинка

Douglas Lennick Leveraging Your Financial Intelligence. At the Intersection of Money, Health, and Happiness

1910.39 руб. или Купить в рассрочку!
Smart financial decisions boost more than your bottom line—they'll make you healthier and happier too! Are you one of the 90% of people who are stressed about money? If so, you know it can take its toll on every part of your life. Financial health, physical health and happiness are profoundly interconnected. It's almost impossible to enjoy any one of these without the help of the other two. The authors describe this phenomenon as the intersection of money, health, and happiness. Leveraging Your Financial Intelligence will teach you a powerful values-based approach to achieving your most important life goals. As you take steps to improve your financial well-being, you'll discover that leveraging your financial intelligence will also fuel your physical and emotional well-being. Backed by the latest research findings in neuroscience, psychology, health, and cultural anthropology, the authors' invaluable advice focuses on the practical actions you can take to improve not just your finances, but your overall life satisfaction. You'll be inspired by meeting people from all walks of life who have leveraged their financial intelligence to build financial security, promote fitness and health, and increase their daily sense of happiness. Proven recommendations from the authors' work with countless clients, along with worksheets, self-assessments, and other tools will help you apply the book's concepts to enhance your own financial, physical and emotional health. Use the strategies presented in this book to leverage your financial intelligence in a way that's tailored to your individual circumstances and allows you to create your own extraordinary intersection of money, health, and happiness.
Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning Новинка

Stewart H. Welch, III J.K. Lasser's New Rules for Estate and Tax Planning

1450.49 руб. или Купить в рассрочку!
Planning Your Estate Under the New Tax Law is Easy with J. K. Lasser The Economic Growth and Tax Relief Reconciliation Act of 2001 will affect numerous aspects of your financial life-none more important than how you plan your estate. This new tax law includes the first major estate tax revision in over twenty years. Use J.K. Lasser's New Rules for Estate and Tax Planning to learn how the rules have changed and what you can do now to effectively plan your estate. Learn what the new law means for you and your family, and find out how to use it to keep what has taken a lifetime to accumulate. With this book, you'll understand: * The repeal of the Estate Tax * Wealth-transfer exemption * How the new legislation will impact trusts and inheritances * The role of wills, executors, guardianship, and trusts * Treatment of charitable contributions J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com
Matt Smith Someday Rich. Planning for Sustainable Tomorrows Today Matt Smith Someday Rich. Planning for Sustainable Tomorrows Today Новинка

Matt Smith Someday Rich. Planning for Sustainable Tomorrows Today

3827.16 руб. или Купить в рассрочку!
To truly be successful, today’s financial advisor must strike the right balance between effectively engaging with his or her clients and finding meaningful ways to maintain their financial security. By framing your mission in this way, you can help your clients clarify their vision, build a plan to achieve it, and manage that plan so they stay on track. Nobody understands this better than authors Timothy Noonan and Matt Smith—two seasoned financial professionals with over five decades of combined experience working in the asset management business. And now, in Someday Rich, they show financial advisors with clients who are rich, or have the opportunity to become rich, how to sustain a client’s desired lifestyle to, and through, retirement. Engaging and informative, Someday Rich provides the context, description, and implementation suggestions for the Personal Asset Liability Model—a process that will allow you to determine a client’s funded status relative to their future spending needs as well as develop and monitor their investment plan accordingly. While the methods in the Personal Asset Liability Model may not have been practically accessible to past advisors with a large number of clients, this model now brings together the technical methods to answer important client questions in a way that is feasible and includes the communication strategies that can make the delivery of the advice model more effective. Along the way, this reliable resource discusses the business of giving good advice and addresses how to incorporate these steps into a client engagement road map. Insights on various other issues associated with this discipline are also included, such as how to develop client trust and deliver personalized service when you have so many clients, and contingency risks—life, health, disability, and long-term care—that need to be considered in the financial planning process. And in later chapters, single-topic essays, contributed by experts in the financial planning field, cover issues ranging from target date funds and the investment aspects of longevity risk to modern portfolio decumulation. Building more valuable relationships with your clients is a difficult endeavor. But with Someday Rich, you’ll discover what it takes to achieve this goal as you put them on a path to a sustainable financial future.
Jonathan Clements From Here to Financial Happiness. Enrich Your Life in Just 77 Days Jonathan Clements From Here to Financial Happiness. Enrich Your Life in Just 77 Days Новинка

Jonathan Clements From Here to Financial Happiness. Enrich Your Life in Just 77 Days

1910.39 руб. или Купить в рассрочку!
Just 77 days to a happier, more prosperous life! From Here to Financial Happiness is the day-by-day guide for anyone dreaming of a better life. Whether you’re dealing with debt, uncertain about retirement or simply want to get a grip on your finances, this book can put you on the road to happiness with a simple 11-week journey. Just 5-10 minutes a day to think about money, your habits, your goals, and your dreams. What steps can you take today to get your finances on track? What bad habits, bad investments, and misconceptions should you let go of? This book is packed with 77 days’ worth of real, actionable guidance for getting your money right—for good. It’s not an investment scheme, not extreme couponing, not something else to add to your daily to-do list. Instead, it’s about changing you—and the way you handle and think about money—so you can start building the life of your dreams. The next 11 weeks will be a revelation: Some days you’ll learn about finance, other days you’ll learn about yourself. Many days, you will be given a concrete list of things to do—right at that moment—to start steering your financial situation onto the right path. Learn how to stack the financial odds in your favor Amass savings for retirement, the children’s college or that next financial emergency Change your perspective on money and its role in your life Get your financial house in order—and keep it that way A better life is possible. You do have the power to change things for the better. From Here to Financial Happiness is your personal roadmap to financial freedom.
Jim Stovall The Ultimate Financial Plan. Balancing Your Money and Life Jim Stovall The Ultimate Financial Plan. Balancing Your Money and Life Новинка

Jim Stovall The Ultimate Financial Plan. Balancing Your Money and Life

1782.82 руб. или Купить в рассрочку!
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.
Axel Merk Sustainable Wealth. Achieve Financial Security in a Volatile World of Debt and Consumption Axel Merk Sustainable Wealth. Achieve Financial Security in a Volatile World of Debt and Consumption Новинка

Axel Merk Sustainable Wealth. Achieve Financial Security in a Volatile World of Debt and Consumption

1910.39 руб. или Купить в рассрочку!
A personal finance guide for today's turbulent world Sustainable Wealth empowers you to achieve your financial goals by unleashing the shackles of debt, no matter how uncertain the future may be. Filled with in-depth insights and practical advice, this reliable resource illustrates how you can predict economic booms and busts before they happen, adapt to changing markets and plan for lasting financial stability. Over the course of his career, Axel Merk has been at the forefront of identifying major trends, a leader in the public policy debate on how to fix the economy, and guide for investors looking to navigate the global credit crisis. With this new book, Merk puts your financial decisions in a global context and shows how factors ranging from the Federal Reserve and Congress to trends in Asia and Europe influence your financial well-being. Coaches you how to recognize major economic trends before they happen Puts forth a plan to help you cope with expenses and save for retirement, while building a legacy of wealth, not a mountain of debt Reveals why «staying the course» when governments or markets change the rules may be hazardous to your wealth As investors struggle to adapt to the new financial landscape, Sustainable Wealth provides straightforward answers to the tough financial questions we face-and the tools to achieve a financially sustainable lifestyle.
Ioannis Akkizidis Marketplace Lending, Financial Analysis, and the Future of Credit. Integration, Profitability, and Risk Management Ioannis Akkizidis Marketplace Lending, Financial Analysis, and the Future of Credit. Integration, Profitability, and Risk Management Новинка

Ioannis Akkizidis Marketplace Lending, Financial Analysis, and the Future of Credit. Integration, Profitability, and Risk Management

The time for financial technology innovation is now Marketplace Lending, Financial Analysis, and the Future of Credit clearly explains why financial credit institutions need to further innovate within the financial technology arena. Through this text, you access a framework for applying innovative strategies in credit services. Provided and supported by financial institutions and entrepreneurs, the information in this engaging book encompasses printed guidance and digital ancillaries. Peer-to-peer lenders are steadily growing within the financial market. Integrating peer-to-peer lending into established credit institutions could strengthen the financial sector as a whole, and could lead to the incorporation of stronger risk and profitability management strategies. Explain (or Explore) approaches and challenges in financial analysis applied to credit risk and profitability Explore additional information provided via digital ancillaries, which will further support your understanding and application of key concepts Navigate the information organised into three subject areas: describing a new business model, knowledge integration, and proposing a new model for the Hybrid Financial Sector Understand how the rise of fintech fits into context within the current financial system Follow discussion of the current status quo and role of innovation in the financial industry, and consider the financial technology innovation landscape from the perspective of an entrepreneur Marketplace Lending, Financial Analysis, and the Future of Credit is a critical text that bridges the gap in understanding between financial technology entrepreneurs and credit institutions.
Sammy Chua Sammy Chua's Day Trade Your Way to Financial Freedom Sammy Chua Sammy Chua's Day Trade Your Way to Financial Freedom Новинка

Sammy Chua Sammy Chua's Day Trade Your Way to Financial Freedom

6506.17 руб. или Купить в рассрочку!
Sammy Chua's DAY TRADE Your Way to FINANCIAL FREEDOM SECOND EDITION Day Trade Your Way to Financial Freedom, Second Edition tells you everything you need to have–and know–to launch a successful and satisfying career as a stock trader. From behind-the-scenes details on market makers and Level II trading to the stock-picking strategies and trading techniques of today's top pros, renowned trader and trainer Sammy Chua shows you how to: * Use your Level II screen to look behind the action–and discover what the market makers are really doing * Interpret technical indicators to identify trends and accurately forecast pending reversal points * Stay in winning trades for the maximum possible profits, while avoiding huge losses that can cripple a trading program New technologies and securities regulations make it the best time in history to become an independent day trader. But only you can make that first move. Let Day Trade Your Way to Financial Freedom, Second Edition give you the intelligence and confidence you need to become a successful day trader, and take control of your financial future.
Paul Merriman Live It Up Without Outliving Your Money!. Getting the Most From Your Investments in Retirement Paul Merriman Live It Up Without Outliving Your Money!. Getting the Most From Your Investments in Retirement Новинка

Paul Merriman Live It Up Without Outliving Your Money!. Getting the Most From Your Investments in Retirement

1591.46 руб. или Купить в рассрочку!
Completely expanded and updated, Live it Up Without Outliving Your Money! Second Edition is the financial roadmap that people are looking for. Based on the author's experience in the financial services sector since the mid-1960s, including more than 30 years as an investment advisor and money manager, this plain-talking book gives readers simple strategies to add between $1,000 and $10,000 to their monthly income in retirement, and without taking any of the dumb risks of the past. This reliable resource motivates readers to take the first steps to change their financial situation; presents multiple strategies for withdrawing money during retirement; and exposes the marketing tricks perpetrated by financial institutions. This book also includes added focus on newer issues such as ETFs, REITs, estate planning, IRA withdrawals, and updated allocation strategies. Live it Up Without Outliving Your Money! : • Allows readers to tailor a financial plan for retirement that takes into account the amount of risk they’re willing to tolerate • Provides multiple strategies for withdrawing money once in retirement while also building an estate for children and other survivors • Exposes the marketing tricks and emotional ploys perpetrated by financial institutions and the personal finance media that keep investors from making the best decisions – and provide real-world examples of these deceptions • Motivates readers to take the first steps to change their financial situation, which is the most difficult part of the strategy • Includes a dozen worksheets to help readers grapple with retirement planning
Frank Wiginton How to Eat an Elephant. Achieving Financial Success One Bite at a Time Frank Wiginton How to Eat an Elephant. Achieving Financial Success One Bite at a Time Новинка

Frank Wiginton How to Eat an Elephant. Achieving Financial Success One Bite at a Time

1530.86 руб. или Купить в рассрочку!
Take control of your personal finances—one bite at a time Getting your financial house in order is a big job. At first, you might even feel like you've bitten off more than you can chew. But don't give up! In How to Eat an Elephant, you'll gain vital understanding of important personal finance basics in just one day a month. Rather than tackle the beast in one bite, you'll master it a little bit at a time. Supported by online resources, tools, and reports, you'll complete fundamental tasks and gain fundamental understanding in an orderly and effective way. With practical, easy-to-understand guidance, this book will show you how to reduce your debt and save on interest; improve your understanding of personal finance basics and gain new confidence; reduce stress and anxiety about your money; and use powerful online tools to organize all your financial information. Offers a structured, non-intimidating approach to personal finance that can be mastered in four hours a month Covers vital topics like budgeting, life insurance, investment products, retirement planning, wills and powers of attorney, and much more Written by Frank Wiginton, one of Canada’s best-known personal finance speakers and gurus If it's time to take charge of your financial life, look no further. How to Eat an Elephant offers real solutions that will save you time, money, and headaches.
David Sr. Grau Succession Planning for Financial Advisors. Building an Enduring Business David Sr. Grau Succession Planning for Financial Advisors. Building an Enduring Business Новинка

David Sr. Grau Succession Planning for Financial Advisors. Building an Enduring Business

3827.16 руб. или Купить в рассрочку!
This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Patrick Snow The Affluent Entrepreneur. 20 Proven Principles for Achieving Prosperity Patrick Snow The Affluent Entrepreneur. 20 Proven Principles for Achieving Prosperity Новинка

Patrick Snow The Affluent Entrepreneur. 20 Proven Principles for Achieving Prosperity

1591.46 руб. или Купить в рассрочку!
Take charge of your financial future and improve your overall well being In today's unpredictable economy, the best way to ensure financial security is to build your own business. You can neither count on nor control your employer's success, but you can depend on your own creativity and solid work ethic to achieve prosperity. The Affluent Entrepreneur empowers you to identify your innermost marketable passion, and then turn that passion into your profession by becoming a successful business, regardless of your background, experience, or level of education. Provides you with 20 proven principles to achieve success faster than you ever imagined Propels existing entrepreneurs toward reaching the next level with their business Offers proven advice from an author who has been featured in major newspapers such as USA TODAY, The New York Times, the Denver Post, and the Chicago Sun-Times, as well as on hundreds of radio stations If you're tired of depending on others for your success and well being, The Affluent Entrepreneur gives you the edge you need to launch and grow your own business and create your own long-term financial freedom and security.
Deena Katz B. Deena Katz's Complete Guide to Practice Management. Tips, Tools, and Templates for the Financial Adviser Deena Katz B. Deena Katz's Complete Guide to Practice Management. Tips, Tools, and Templates for the Financial Adviser Новинка

Deena Katz B. Deena Katz's Complete Guide to Practice Management. Tips, Tools, and Templates for the Financial Adviser

4783.95 руб. или Купить в рассрочку!
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.

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This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
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