Sound Financial Advice

Author : Paul Adams
Publisher : Unknown
Page : 0 pages
File Size : 55,6 Mb
Release : 2013-10
Category : Electronic
ISBN : 1491710683

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Sound Financial Advice by Paul Adams Pdf

"Protection is the foundation for building wealth." - Paul Adams People, as a rule, will work hard within cultural common sense and just assume that all will go well. But, "right now, 90 million Americans are faced with the most critical investment challenges of their lives." They are not prepared and are unsure how they will support themselves when they retire. That cultural common sense must not be working. Financial advisors are taught to advise the majority of people. The median household income in this country is $46,000 a year. Financial institutions are organized around acquiring the masses as clients. The clients of Sound Financial Group are the top 10% households as defined by annual income and net worth. We are committed to building a firm that will help our clients in areas that matter to them most. Many of our clients have questions like: Am I making the best use of the dollars I am saving? Will I be able to retire and be okay given I may live 25-30 years in retirement? Am I exposed to losing a great deal of my wealth or income if I were to be sued? When I leave this earth what kind of impact will I leave behind? Sound Financial Group was created as a result of its founder realizing that many people feel as though they have been taken advantage of when meeting with a traditional financial advisor. Often these people are pushed toward a set of pre-packaged investments that aren't tailored to their desires. These potential clients can feel they have lost control of their money and aren't involved in the process. We offer a process that gives our clients the tools to succeed and supplies them with the guidance on how to use those tools to achieve a GOOD LIFE FOR THE REST OF YOUR LIFE.

Author : Paul Adams
Publisher : Blackstone Publishing
Page : 81 pages
File Size : 54,8 Mb
Release : 2015-09-15
Category : Business & Economics
ISBN : 9781613398449

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Sound Financial Advice by Paul Adams Pdf

People, as a rule, will work hard within cultural common sense and just assume that all will go well. But, “right now, 90 million Americans are faced with the most critical investment challenges of their lives.” They are not prepared and are unsure how they will support themselves when they retire. That cultural common sense must not be working. Financial advisors are taught to advise the majority of people. The median household income in this country is $46,000 a year. Financial institutions are organized around acquiring the masses as clients. The clients of Sound Financial Group are the top 10% households as defined by annual income and net worth. We are committed to building a firm that will help our clients in areas that matter to them most. Many of our clients have questions like: Am I making the best use of the dollars I am saving?Will I be able to retire and be okay given I may live 25-30 years in retirement? Am I exposed to losing a great deal of my wealth or income if I were to be sued?When I leave this earth what kind of impact will I leave behind? Sound Financial Group was created as a result of its founder realizing that many people feel as though they have been taken advantage of when meeting with a traditional financial advisor. Often these people are pushed toward a set of pre-packaged investments that aren’t tailored to their desires. These potential clients can feel they have lost control of their money and aren’t involved in the process. We offer a process that gives our clients the tools to succeed and supplies them with the guidance on achieve a GOOD LIFE FOR THE REST OF YOUR LIFE.

Author : Paul Adams
Publisher : Unknown
Page : 128 pages
File Size : 43,7 Mb
Release : 2019
Category : Electronic
ISBN : 1732962804

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Sound Financial Advice by Paul Adams Pdf

PROTECTION IS THE FOUNDATION FOR BUILDING WEALTH." - Paul AdamsHave you ever thought "I will work hard and things will just go well. Right?" ...WrongRight now, 90 million Americans are faced with the most critical investment challenges of their lives. We are not prepared and are unsure how we will support ourselves when we retire. This means just assuming things will be okay is just not working.Paul Adams, founder of Sound Financial Group, has built a firm, a family, who are committed to help people in areas that matter to them most. Paul challenges currently held beliefs about wealth and wealth management using real examples that are consistently entertaining and frequently touching.In Paul 's Book he will answer many of the difficult questions:¿ Am I making the best use of the dollars I am saving?¿ Will I be able to retire and be okay given I may live 25-30 years in retirement?¿ Am I exposed to losing a great deal of my wealth or income if I were to be sued?¿ When I leave this earth what kind of impact will I leave behind?Learn solid saving and investing principles in order to exercise your financial strength AND be able to put these principles into practice ...TODAY.

Author : Gordon Pape
Publisher : ITP Nelson
Page : 246 pages
File Size : 54,9 Mb
Release : 1998
Category : Business & Economics
ISBN : 0176068228

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The Best of Pape's Notes : 15 Years of Sound Financial Advice by Gordon Pape Pdf

Author : Dennis Morin
Publisher : Dog Ear Publishing
Page : 350 pages
File Size : 42,6 Mb
Release : 2008-08
Category : Electronic
ISBN : 9781598586268

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The Good Financial Advisor by Dennis Morin Pdf

The Good Financial Advisor Nearly everyone dreams of achieving financial independence, the culmination of wealth accumulation that allows us to work because we want to, not because we have to. And everyone deserves a chance to realize their dreams. You can attempt to reach financial independence on your own, a difficult but doable task, filled with rewards when successfully completed. Or, you can choose to use the services of a competent, experienced and ethical professional, a person I call the Good Financial Advisor, who can be your guide on the journey. This book is written for those who want to use the services of the Good Financial Advisor, but need help in finding and working with the right person. If you are ready to find your Good Financial Advisor and begin the journey to financial independence, read on and prepare for a change in your life. With this book, you will now have the ability to understand the world of financial services and financial advisors in order to achieve the goals important to you. A wonderful and financially secure future awaits you. Dennis L. Morin is a Certified Financial Planner(R) who runs his own financial services business in CT. He has over 20 years experience in finance and investing, and spent ten years in corporate finance prior to starting his own business. The financial planning profession is his passion.

Author : Eric Tyson
Publisher : ReadHowYouWant.com
Page : 526 pages
File Size : 45,5 Mb
Release : 2009-11-04
Category : Self-Help
ISBN : 9781458736970

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Personal Finance for Dummies® by Eric Tyson Pdf

If your personal financial knowledge is limited, you're probably not at fault. Personal Finance 101 isn't offered in our schools - not in high school and not even in the best colleges and graduate programs. It should be. (Of course, if it were, I wouldn't be able to write fun and useful books such as this - or maybe they'd use this book in the course!) People keep making the same common financial mistakes over and over - procrastinating and lack of planning, wasteful spending, falling prey to financial salespeople and pitches, failing to do sufficient research before making important financial decisions, and so on. This book can keep you from falling into the same traps and get you going on the best paths. As unfair as it may seem, numerous pitfalls await you when you seek help for your financial problems. The world is filled with biased and bad financial advice. As a practicing financial counselor and now as a writer, I constantly see and hear about the consequences of poor advice. Of course, every profession has bad apples, but too many of the people calling themselves ''financial planners'' have conflicts of interest and an inadequate competence level. All too often, financial advice ignores the big picture and focuses narrowly on investing. Because money is not an end in itself but a part of your whole life, this book helps connect your financial goals and challenges to the rest of your life. You need a broad understanding of personal finance to include all areas of your financial life: spending, taxes, saving and investing, insurance, and planning for major goals like education, buying a home, and retirement.....You want to know the best places to go for your circumstances, so this book contains specific, tried-and-proven recommendations. I also suggest where to turn next if you need more information and help.

Author : Eric Tyson,Andrew Bell
Publisher : For Dummies
Page : 0 pages
File Size : 47,5 Mb
Release : 2003-03-19
Category : Business & Economics
ISBN : 1894413296

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Personal Finance for Canadians for Dummies by Eric Tyson,Andrew Bell Pdf

Make the most of your hard-earned cash. From erasing consumer debt to investing in the stock market — your financial questions answered. Getting control of your finances doesn't have to be complicated. Really! This book is loaded with practical, easy-to-follow advice to help you make smart, profitable financial decisions. Whatever your income level, whatever your financial goals, the updated 3rd edition of this national bestseller is the Canadian sourcebook for sound financial planning. Discover how to: Save more of what you earn Reduce your spending Get out — and stay out — of consumer debt Make the right investments Select the best financial advisers Buy the right insurance coverage

Author : Shannon Lee Simmons
Publisher : HarperCollins
Page : 328 pages
File Size : 51,9 Mb
Release : 2017-12-19
Category : Business & Economics
ISBN : 9781443454469

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Worry-Free Money by Shannon Lee Simmons Pdf

NATIONAL BESTSELLER "A fresh way to think about your money." David Chilton, author of The Wealthy Barber Stop budgeting. Start living. Managing your money can be frustrating and confusing. Life is expensive. Whether you make $30,000 or $130,000 a year, it can feel like you’re constantly broke. Can you afford that new car, that vacation, that night out? You think so, but it feels impossible to know. And rigid budgets that force you to spend your money in unrealistic ways (like $9.50 per week for pants) don’t make things any clearer. But what if there was a new way to manage your money? One that left you certain you had your bases covered—both for your monthly bills and your future retirement—and then let you enjoy your money by spending it. (Yes, really.) Enter Shannon Lee Simmons, a fresh voice in the world of personal finance, one who understands the new and very real pressures to survive modern life and keep up in the age of social media. Shannon doesn’t lecture, judge or patronize. The founder of the wildly popular New School of Finance, Shannon recognized that most of her thousands of financial planning clients felt broke, no matter what their income. And feeling broke can be as bad as actually being broke, because it leads to overspending and misery. So she came up with a new plan: Worry-Free Money. Worry-Free Money takes a fresh approach to finances, looking at the root cause of the pressure to spend and showing why traditional budgets don’t work. It is a deeply practical book that will help you break the cycle of guilt, understand why you overspend, banish unhappy spending from your life, learn to recognize your f*ck it moments and find hope—and fun—in getting your money under control.

Author : Liz Davidson
Publisher : HMH
Page : 261 pages
File Size : 54,6 Mb
Release : 2016-01-05
Category : Business & Economics
ISBN : 9780544633346

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What Your Financial Advisor Isn't Telling You by Liz Davidson Pdf

Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

Author : Moira Somers
Publisher : Practical Inspiration Publishing
Page : 224 pages
File Size : 45,6 Mb
Release : 2018-02-28
Category : Business & Economics
ISBN : 9781788600217

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Advice That Sticks by Moira Somers Pdf

The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.

Author : Heather Ball,Andrew Bell,Andrew Dagys,Tony Ioannou,Margaret Kerr,JoAnn Kurtz,Paul Mladjenovic,John L. Reynolds,Kathleen Sindell
Publisher : John Wiley & Sons
Page : 802 pages
File Size : 47,7 Mb
Release : 2009-08-26
Category : Business & Economics
ISBN : 9780470677247

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Money Management For Canadians All-in-One Desk Reference For Dummies by Heather Ball,Andrew Bell,Andrew Dagys,Tony Ioannou,Margaret Kerr,JoAnn Kurtz,Paul Mladjenovic,John L. Reynolds,Kathleen Sindell Pdf

All the information you need to manage your money wisely in one great guide Looking to expand your knowledge of money management? This all-in-one resource is the tool you need. From dealing with debt and setting financial goals to starting a small business and planning your estate, this indispensable desk reference is bursting with sound financial advice. Our Canadian financial experts offer the insight you need for making first-class money-management decisions. Setting financial goals — determine your money personality and set a financial course that works for you Getting yourself out of debt — tackle credit problems and expense issues to set yourself on the right path Buying and selling a home — get the home of your dreams for the best price and sell your house easily and profitably Understanding investing essentials — explore your options to make the most of your money Building wealth through stocks, bonds, and mutual funds — buy the most profitable investment vehicles no matter what the economic climate Planning your retirement — build your RRSPs to enjoy a comfortable retirement free from money worries Readying your estate — ensure that your estate is properly managed and safe from taxes Starting a small business — set out on an entrepreneurial adventure with everything you need to be successful "An indispensable reference guide." —Mike Gillespie, Canwest News Service Open the book and find: How to manage your money to meet your goals Budget tips to help you save more How to reduce the taxes you pay Expert tips on buying your perfect home The best investments for your personality and goals How to build a diversified portfolio The scoop on how much you'll need to retire comfortably Essential information on estate planning What you need to succeed in small business

Author : Sheryl Garrett,Garrett Planning Network,Camilla Cornell
Publisher : John Wiley & Sons
Page : 246 pages
File Size : 43,8 Mb
Release : 2010-05-11
Category : Business & Economics
ISBN : 9780470677322

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76 Tips For Investing in an Uncertain Economy For Canadians For Dummies by Sheryl Garrett,Garrett Planning Network,Camilla Cornell Pdf

This concise, practical guide gives you the strategies you need to confidently protect and strengthen your financial holdings during troubled economic times. Through 76 smart tips, you’ll discover how to reduce your investment risk, safely accumulate wealth, and determine how much you’ll need for retirement, and how to get there. With tips for everything from improving your credit score to investing through a Tax-Free Savings Account to preparing for financial emergencies, you’ll be on the right track toward a safe and sound financial future, no matter what the economic climate. “[76 Tips For Investing in an Uncertain Economy For Canadians For Dummies] will be an arms-length away at my desk at the National Post, for handy reference.” John Chevreau, The National Post

Author : Robb Hill
Publisher : Unknown
Page : 110 pages
File Size : 43,7 Mb
Release : 2017-01-25
Category : Business & Economics
ISBN : 0998590002

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Ask the RIGHT Questions Get the Right ANSWERS by Robb Hill Pdf

Retirement is not an age, it is a financial position and it is up to YOU to make that position as strong as possible. Many people have a firm grip on an empty bag. Pensions nationwide both public and private are underfunded. Learn the basics and prepare.

Author : David Barr Chilton
Publisher : Unknown
Page : 197 pages
File Size : 53,8 Mb
Release : 2002
Category : Finance, Personal
ISBN : 0968394736

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The Wealthy Barber by David Barr Chilton Pdf

Author : Douglas P. McCormick
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 44,8 Mb
Release : 2019-02-06
Category : Business & Economics
ISBN : 9781119577416

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Family Inc. by Douglas P. McCormick Pdf

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.