Essentials Of Personal Financial Planning

Author : Susan M. Tillery,Thomas N. Tillery
Publisher : John Wiley & Sons
Page : 464 pages
File Size : 40,8 Mb
Release : 2018-09-21
Category : Business & Economics
ISBN : 9781119421238

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Essentials of Personal Financial Planning by Susan M. Tillery,Thomas N. Tillery Pdf

ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Author : Marshall Weintraub,Michael Merrill,Cole Kimball
Publisher : Archway Publishing
Page : 389 pages
File Size : 40,9 Mb
Release : 2019-01-25
Category : Business & Economics
ISBN : 9781480872134

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Financial Planning Basics for Doctors by Marshall Weintraub,Michael Merrill,Cole Kimball Pdf

Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

Author : Susan M. Tillery,Thomas N. Tillery
Publisher : John Wiley & Sons
Page : 456 pages
File Size : 48,7 Mb
Release : 2018-09-21
Category : Business & Economics
ISBN : 9781119421207

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Essentials of Personal Financial Planning by Susan M. Tillery,Thomas N. Tillery Pdf

ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Author : Ethan Schmidt
Publisher : Unknown
Page : 58 pages
File Size : 49,7 Mb
Release : 2020-11-06
Category : Electronic
ISBN : 1734938676

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WINNING The Financial Planning Game by Ethan Schmidt Pdf

Does your financial plan provide the best opportunity to achieve your goals? Trying to find essential, concise, and clear information? Want to enjoy the process? WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations. TESTIMONIALS: "I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!" Dan Schweigel, CEO Schweigel Capital LLC "This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!" Leor Elfassy, Business Owner, Sound Specialists "I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it." Aaron Buchanan, Managing Partner, Braddock Investment Group ABOUT THE AUTHOR: Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.

Author : Anonim
Publisher : Harvard Business Press
Page : 368 pages
File Size : 51,5 Mb
Release : 2005
Category : Business & Economics
ISBN : 1591395720

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The Essentials of Finance and Budgeting by Anonim Pdf

HR (human resources) finance and budgeting concepts (interpreting financial statements, reporting human capital, time value of money, business valuation concepts, etc.) are featured.

Author : George E. Rejda,Michael J. McNamara
Publisher : Addison-Wesley Longman
Page : 792 pages
File Size : 46,7 Mb
Release : 1998
Category : Business & Economics
ISBN : IND:30000063974194

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Personal Financial Planning by George E. Rejda,Michael J. McNamara Pdf

Today's students wear many hats-& in the world of personal finance, there's only one text that can fit everyone's needs: Rejda/McNamara Personal Financial Planning. Bringing the world of personal finance to students as intelligent consumers of financial services, Rejda/McNamara cover all topics for today's changing society. Internet margin notes & exercises, together with Rejda's well-known "Insight Boxes" focus on real world application & experience that take the novice to a higher level of sophistication in the areas of financial planning. Rejda/McNamara is the most authoritative personal finance text available today covering areas of financial planning, investments, personal insurance, taxation, housing & more. Its modern pedagogy, technical accuracy, manageable length & uncluttered format place Personal Financial Planning leaps & bounds ahead of the competition. Features * Professionally oriented, technically accurate, up-to-date & student friendly with a sophisticated approach toward instruction. * Covers the fundamental essentials of finance (insurance, taxes, & retirement planing) but has an emphasis on investing material that is immediately useful to students. * Includes features such as: "Consider This" - a running marginal feature that offers pertinent advice for everyday situations, "Insight Boxes" - popular & current newspaper articles (from respected sources) about varying financial issues demonstrating the practicality & relevance of studying personal finance, & Internet exercises. Supplements Instructor's Resource Manual, Test Bank, Computerized Test Gen for Windows, PowerPoint Lecture Presentation, Personal Financial Planning Software Templates, & Study Guide. Table of Contents PART I: FUNDAMENTALS OF FINANCIAL PLANNING Chapter 1: Introduction to Financial Planning Chapter 2: Tools of Financial Planning Chapter 3: Money Management & Saving Chapter 4: Credit & Financial Planning Chapter 5: Borrowing & Debt Management Chapter 6: Tax Planning Chapter 7: Housing PART II: PROTECTION AGAINST FINANCIAL INSECURITY Chapter 8: Introduction to Risk Management & Insurance Chapter 9: Life Insurance Chapter 10: Health Insurance Chapter 11: Property & Liability Insurance PART III: THE ROLE OF INVESTMENT IN FINANCIAL PLANNING Chapter 12: Fundamentals of Investing Chapter 13: Investing in Stocks & Bonds Chapter 14: Investing in Mutual Funds Chapter 15: Other Investments PART IV: RETIREMENT PLANNING & ESTATE PLANNING Chapter 16: Retirement Planning Chapter 17: Estate Planning Appendix A: 99 Ways to Cut Costs Every Day Appendix B: Financial Tables Appendix C: Homeowners 3 (Special Form) Insurance Policy Appendix D: Personal Auto Policy

Author : Ernst & Young LLP,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner
Publisher : John Wiley & Sons
Page : 544 pages
File Size : 44,5 Mb
Release : 2004-10-06
Category : Business & Economics
ISBN : 0471697451

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Ernst & Young's Personal Financial Planning Guide by Ernst & Young LLP,Martin Nissenbaum,Barbara J. Raasch,Charles L. Ratner Pdf

If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Author : Lewis Altfest
Publisher : McGraw-Hill Education
Page : 704 pages
File Size : 50,6 Mb
Release : 2016-03-18
Category : Business & Economics
ISBN : 1259277186

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Personal Financial Planning by Lewis Altfest Pdf

Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique take on this important subject.

Author : Warren McKeown,Marc Olynyk,Lisa Ciancio,Diem La
Publisher : John Wiley & Sons
Page : 0 pages
File Size : 54,7 Mb
Release : 2024-10-28
Category : Business & Economics
ISBN : 1394286163

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Financial Planning Essentials by Warren McKeown,Marc Olynyk,Lisa Ciancio,Diem La Pdf

Author : John E. Grable,Joseph W. Goetz
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 43,8 Mb
Release : 2017-02-02
Category : Business & Economics
ISBN : 9781119350774

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Communication Essentials for Financial Planners by John E. Grable,Joseph W. Goetz Pdf

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.

Author : Colonel S. Jamie Gayton,Major Scott P. Handler
Publisher : Stackpole Books
Page : 338 pages
File Size : 44,5 Mb
Release : 2012-10-01
Category : Reference
ISBN : 9780811748735

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Guide to Personal Financial Planning for the Armed Forces by Colonel S. Jamie Gayton,Major Scott P. Handler Pdf

Complete information and advice on personal finances and important decisions, tailored to members of the armed forces.

Author : Emily G. Stroud
Publisher : Zondervan
Page : 208 pages
File Size : 52,6 Mb
Release : 2018-01-09
Category : Religion
ISBN : 9780310350552

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Faithful Finance by Emily G. Stroud Pdf

Financial advisor Emily G. Stroud knows that money can be one of the great causes of stress in life--but that it doesn't have to be that way. Faithful Finance offers ten life-changing secrets to help you find financial freedom. Many of us feel overwhelmed and ill-equipped to deal with our personal finances. We wonder if we will ever experience financial freedom. We want to make wise decisions and spend money on what matters, but we just don't know how. As a mom, businesswoman, and entrepreneur, Emily has two decades of experience helping people make smart choices about money. Instead of stressing out about finances, you'll discover that money can be a great source of joy, security, and hope. In Faithful Finance, Emily comes alongside you to equip and encourage you to: Develop a savings plan based on your unique goals Make a monthly budget that actually works for you Reduce your overall debt burden Plan for your children's college years Insure your life without fear Leave a legacy through estate planning Encourage you to give generously And most importantly, discover the source of true wealth Presented in a conversational style, Faithful Finance is a practical guide that works in every financial situation, for every income level, at every stage of life. With engaging stories and practical examples, Emily empowers you to make choices that will allow you and your loved ones to enjoy financial freedom for years to come.

Author : Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon
Publisher : Unknown
Page : 776 pages
File Size : 44,8 Mb
Release : 2011
Category : Finance, Personal
ISBN : 1936602032

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Fundamentals of Financial Planning by Michael A. Dalton,Joseph M. Gillice,Thomas P. Langdon Pdf

Author : William R. Colbert
Publisher : Outskirts Press
Page : 252 pages
File Size : 46,6 Mb
Release : 2018-02-27
Category : Business & Economics
ISBN : 1478791985

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Your Personal Financial Primer by William R. Colbert Pdf

William R. Colbert is a retired Certified Public Accountant and Personal Financial Planner who has written this book for the sole purpose of helping people avoid serious financial problems. Throughout his nearly 50-year career, Mr. Colbert has discovered that most people do not understand the basics of personal financial planning. As a result, they go through life continually making costly mistakes regarding their personal finances. For example: -How many people have credit card accounts that are out of control, have little or no savings for themselves or their children's college education, or have no emergency fund in the event they become unemployed? -How many people would like to own a home but do not know how and when to buy, nor understand the importance of the down payment and the home mortgage interest rate? -How many people would like to retire but are unable because they were never taught how and why to save for retirement? -How many people are confused by the probate process and therefore have no will or trust for their benefit and protection? -How many people do not understand the principles of investing nor such terms as stocks, bonds, mutual funds and 401k plans? -How many people don't know whether it is better for them to buy or lease a car? These and many other topics are covered in this book which uses simple terms and illustrations to teach the reader vital financial planning lessons. This book is essentially a primer "A Roadmap to Financial Wellness" that will educate people of all ages. After reading this book, you will surely know more about personal financial planning than 80 percent of the general public. Let Mr. Colbert walk you through these important lessons.

Author : G. Victor Hallman,Jerry S. Rosenbloom
Publisher : McGraw Hill Professional
Page : 768 pages
File Size : 47,5 Mb
Release : 2014-11-07
Category : Business & Economics
ISBN : 9780071840170

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Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition by G. Victor Hallman,Jerry S. Rosenbloom Pdf

Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012" A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as "portability" This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.