The Only Guide You Ll Ever Need For The Right Financial Plan

Author : Larry E. Swedroe,Kevin Grogan,Tiya Lim
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 47,5 Mb
Release : 2010-08-02
Category : Business & Economics
ISBN : 9781576603666

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The Only Guide You'll Ever Need for the Right Financial Plan by Larry E. Swedroe,Kevin Grogan,Tiya Lim Pdf

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.

Author : Larry E. Swedroe,Kevin Grogan,Tiya Lim
Publisher : John Wiley & Sons
Page : 240 pages
File Size : 45,8 Mb
Release : 2010-07-02
Category : Business & Economics
ISBN : 9780470929711

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The Only Guide You'll Ever Need for the Right Financial Plan by Larry E. Swedroe,Kevin Grogan,Tiya Lim Pdf

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.

Author : Larry E. Swedroe
Publisher : Macmillan + ORM
Page : 197 pages
File Size : 52,9 Mb
Release : 2005-01-01
Category : Business & Economics
ISBN : 9781429972956

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The Only Guide to a Winning Investment Strategy You'll Ever Need by Larry E. Swedroe Pdf

Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

Author : Tere Stouffer
Publisher : Adams Media
Page : 240 pages
File Size : 47,8 Mb
Release : 2012-11-18
Category : Business & Economics
ISBN : 1440550107

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The Only Budgeting Book You'll Ever Need by Tere Stouffer Pdf

Create a foolproof budget that's right for you! Everyone wants a simple and practical way to manage their money, but with countless financial planners, budgeting articles, and websites available, it's not always easy to figure out where to start. Filled with only the most essential information on budgeting, this book shows you how to build a financial plan that not only meets your needs, but helps you stay on track. From prioritizing goals and listing expenses to saving regularly and planning for future finances, this book guides you through all the important steps of budgeting with realistic advice. You'll be able to create a visual portrait of your finances as well as learn how to manage your spending, stay out of debt, and build for the future. This book also includes a resource guide for free and up-to-date web tools that make the process as easy and comprehensive as possible. With The Only Budgeting Book You'll Ever Need, you will finally be able to find peace of mind knowing that you can create a realistic budget that works for your financial situation and goals.

Author : Andrew P. Tobias
Publisher : Houghton Mifflin Harcourt P
Page : 190 pages
File Size : 40,8 Mb
Release : 1978
Category : Business & Economics
ISBN : UOM:39076005563460

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The Only Investment Guide You'll Ever Need by Andrew P. Tobias Pdf

For more than twenty-five years, The Only Investment Guide You'll Ever Need has been a favorite finance guide, winning the allegiance of more than a million readers across America. Now this indispensable book has been fully updated and reorganized with an even more user-friendly design. Through concise, witty, and truly understandable tips and explanations, Andrew Tobias shows you how to make the most of your money-no matter how much or how little you have. Book jacket.

Author : Larry E. Swedroe,Kevin Grogan
Publisher : Harriman House Limited
Page : 239 pages
File Size : 47,9 Mb
Release : 2021-02-23
Category : Business & Economics
ISBN : 9780857198389

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Your Complete Guide to a Successful and Secure Retirement by Larry E. Swedroe,Kevin Grogan Pdf

Fully revised and updated second edition. This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement. Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more. These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" – evidenced with studies from peer-reviewed journals. Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.

Author : Carl Richards
Publisher : Penguin
Page : 224 pages
File Size : 52,9 Mb
Release : 2015-03-31
Category : Business & Economics
ISBN : 9780698184565

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The One-Page Financial Plan by Carl Richards Pdf

Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.” It’s no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don’t have time to make sense of all the information available. They don’t just want good advice, they want the best advice—so rather than do the “wrong thing,” they do nothing. Their 401(k) and bank statements pile up, unexamined or maybe even unopened. What they don’t realize is that bad calls about money aren’t failures; they’re just what happens when emotional creatures have to make decisions about the future with limited information. What I tell them is that we need to scrap striving for perfection and instead commit to a process of guessing and making adjustments when things go off track. Of course we’re going to make the best guesses we can—but we’re not going to obsess over getting them exactly right. The fact is, in a single page you can prioritize what you really want in life and figure out how to get there. That’s because a great financial plan has nothing to do with what the markets are doing, what your real estate agent is pitching, or the hot stock your brother-in-law told you about. It has everything to do with what’s most important to you. By now you may be wondering, “What about the details? How much do I need to invest each year, and how do I allocate it? How much life insurance do I need?” Don’t worry: I’ll cover those topics and many more, sharing strategies that will take the complexity out of them. The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you’ll lose the job you thought was secure; you’ll take a financial risk that doesn’t pan out; you’ll have twins when you were only budgeting for one. In other words: Life will happen. But no matter what happens, this book will help you bridge the gap between where you are now and where you want to go.

Author : Daniel R. Solin
Publisher : Penguin
Page : 272 pages
File Size : 43,8 Mb
Release : 2011-12-27
Category : Business & Economics
ISBN : 9781101553718

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The Smartest Money Book You'll Ever Read by Daniel R. Solin Pdf

Stop working for money and put your money to work for you! Tens of thousands of readers trust Dan Solin's advice when it comes to investing, managing their 401(k)s, and planning for retirement. Now Solin offers the smartest guide to money management and financial planning yet. From managing your debt, boosting your savings, and owning (or renting) a home to buying insurance, maximizing investment returns, and retiring when you want to, The Smartest Money Book You'll Ever Read is your road map to financial freedom-and to enjoying yourself along the way.

Author : Larry E. Swedroe,Kevin Grogan,Tiya Lim
Publisher : John Wiley & Sons
Page : 17 pages
File Size : 40,6 Mb
Release : 2010-12-16
Category : Business & Economics
ISBN : 9781118006566

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Active versus Passive Management by Larry E. Swedroe,Kevin Grogan,Tiya Lim Pdf

The active versus passive debate is a contentious issue. Filled with concrete evidence and comprehensive money management strategies, this chapter from The Only Guide You'll Ever Need for the Right Financial Plan delves into the case for passive investing over active investing. You can do so by investing in passively managed investment vehicles like index funds and passive asset class funds. You are virtually guaranteed to outperform the majority of both professionals and individual investors. Written for savvy investors and advisors, this chapter helps you: Integrate a passive investing strategy Maintain your portfolio's risk portfolio in a tax-efficient manner Determine the difference between the theories of efficient versus inefficient markets Make cost-effective investment decisions From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim, this chapter helps you integrate diversification, low turnover, and asset allocation into one plan that meets the needs of a unique situation.

Author : Carl Richards
Publisher : Portfolio
Page : 226 pages
File Size : 41,5 Mb
Release : 2015-03-31
Category : Business & Economics
ISBN : 9781591847557

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The One-Page Financial Plan by Carl Richards Pdf

Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.

Author : Scott Pape
Publisher : John Wiley & Sons
Page : 298 pages
File Size : 51,6 Mb
Release : 2019-06-12
Category : Business & Economics
ISBN : 9780730324232

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The Barefoot Investor by Scott Pape Pdf

** Reviewed and updated for the 2020-2021 financial year** This is the only money guide you'll ever need That's a bold claim, given there are already thousands of finance books on the shelves. So what makes this one different? Well, you won't be overwhelmed with a bunch of 'tips' … or a strict budget (that you won't follow). You'll get a step-by-step formula: open this account, then do this; call this person, and say this; invest money here, and not there. All with a glass of wine in your hand. This book will show you how to create an entire financial plan that is so simple you can sketch it on the back of a serviette … and you'll be able to manage your money in 10 minutes a week. You'll also get the skinny on: Saving up a six-figure house deposit in 20 months Doubling your income using the 'Trapeze Strategy' Saving $78,173 on your mortgage and wiping out 7 years of payments Finding a financial advisor who won't rip you off Handing your kids (or grandkids) a $140,000 cheque on their 21st birthday Why you don't need $1 million to retire … with the 'Donald Bradman Retirement Strategy' Sound too good to be true? It's not. This book is full of stories from everyday Aussies — single people, young families, empty nesters, retirees — who have applied the simple steps in this book and achieved amazing, life-changing results. And you're next.

Author : Bonnie Biafore,Amy E. Buttell,Carol Fabbri
Publisher : "O'Reilly Media, Inc."
Page : 251 pages
File Size : 52,9 Mb
Release : 2010-05-12
Category : Business & Economics
ISBN : 9781449391225

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Personal Investing: The Missing Manual by Bonnie Biafore,Amy E. Buttell,Carol Fabbri Pdf

"This lively and easy-to-understand guide gives you the confidence, tools, and insight you need to evaluate financial products and make smart investments that target success over the long term. You'll learn how to set long-term goals for critical, high-cost events such as retirement, your children's education, and future health care needs. Then you'll learn what types of investments will best help you achieve those goals. In step-by-step fashion, this book shows you how to research mutual funds, stocks, bonds, and other financial products to create a portfolio of diversified investments."--Amazon.

Author : John Robertson
Publisher : Blessed by the Potato Publishing
Page : 220 pages
File Size : 51,9 Mb
Release : 2018-02-02
Category : Business & Economics
ISBN : 9780987818942

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The Value of Simple 2nd Ed. by John Robertson Pdf

Author : Sam Henderson
Publisher : John Wiley & Sons
Page : 323 pages
File Size : 50,7 Mb
Release : 2011-10-20
Category : Business & Economics
ISBN : 9781742468297

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Financial Planning DIY Guide by Sam Henderson Pdf

Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

Author : Kathryn Petras,Ross Petras
Publisher : Fireside
Page : 550 pages
File Size : 43,6 Mb
Release : 1991-11-15
Category : Business & Economics
ISBN : PSU:000021885808

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Only Retirement Guide You'll Ever Need by Kathryn Petras,Ross Petras Pdf

"The comprehensive guide to every aspect of retirement"--Cover subtitle.