Long Range Financial Planning for Phoenix, Arizona PDF Download

Author: Raymond Tyre Olsen
Publisher:
ISBN:
Category : Finance, Public
Languages : en
Pages : 280

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Author: Wilbert Guilford, Jr CFP, CPA
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
The financial services industry makes it difficult for the average American to get good and dependable financial advice. The fact that we are asked to put our money at risk to get financial advice may be the reason 99% of Americans do not use a financial advisor. The practices of the financial services industry may be adequate for wealthy individuals, just not everyone else! This book provides comprehensive education on personal finance, including strategies for investing, income taxes, retirement planning, life insurance, financing education, improving credit scores, reducing debt, home and car buying, student loan repayments, business development, digital (crypto) currency, and more. The book covers Medicare Advantage and Medicare Supplement plans, Social Security, annuities, reverse mortgages, long term care, estate planning, and more. Written by a seasoned financial professional, this work is meant to be a one-stop guide to help Americans reach success in areas that most affect their finances.

Author: Arizona. Department of Economic Security. Actuarial & U. I. Information Section
Publisher:
ISBN:
Category : Insurance, Unemployment
Languages : en
Pages : 78

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Author: Stanislaus Cities-County Advisory Planning Committee
Publisher:
ISBN:
Category :
Languages : en
Pages : 22

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Author: Wilbert Guilford
Publisher:
ISBN:
Category : Finance, Personal
Languages : en
Pages : 0

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Book Description
Why is it so difficult for the average American to get good, dependable financial advice? Is the fact that you may be asked to put your own money at risk the reason that 99% of Americans do not use a financial advisor? By design or neglect, the practices of the financial services industry may create many of the roadblocks to addressing the financial needs of most Americans. The industry works well for wealthy individuals, just not everyone else. This book fills that void with the knowledge we need to help ourselves. This book provides professional financial education and in-depth strategies for investing, saving on taxes, retirement planning, insurance, education planning, annuities, reverse mortgages, long term care, Medicare Advantage and Medicare Supplement plans, Social Security, student loan repayments, business development, estate planning, improving your credit score, effectively reducing debt, cryptocurrency and more. This work is meant to be a one-stop guide to address the most significant financial challenges Americans have to face. Wilbert's inspiration for the book was to help the many people who did not have easy access to important financial advice or financial planning. He is a Certified Financial Planner(TM) and Certified Public Accountant with more than forty years of experience in accounting, auditing, financial planning, and income taxes. He is also a licensed insurance agent, Certified Internal Auditor, and Certified Information Systems Auditor. Wilbert holds a master's degree in accounting from the University of Hartford and a bachelor's degree in business administration from Loyola University in New Orleans. He currently resides in Phoenix, Arizona, and enjoys physical fitness, good nutrition, good stories, and good music.

Author: Robert L. Funk
Publisher:
ISBN:
Category :
Languages : en
Pages :

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Author: CAUSE (Association)
Publisher:
ISBN:
Category : Education, Higher
Languages : en
Pages : 55

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Author: Wilbert Guilford Cfp(r) Cpa
Publisher: Mill City Press, Incorporated
ISBN: 9781662862571
Category : Business & Economics
Languages : en
Pages : 0

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Book Description
Why is it so difficult for the average American to get good, dependable financial advice? Is the fact that you may be asked to put your own money at risk the reason that 99% of Americans do not use a financial advisor? By design or neglect, the practices of the financial services industry may create many of the roadblocks to addressing the financial needs of most Americans. The industry works well for wealthy individuals, just not everyone else. This book fills that void with the knowledge we need to help ourselves. This book provides professional financial education and in-depth strategies for investing, saving on taxes, retirement planning, insurance, education planning, annuities, reverse mortgages, long term care, Medicare Advantage and Medicare Supplement plans, Social Security, student loan repayments, business development, estate planning, improving your credit score, effectively reducing debt, cryptocurrency and more. This work is meant to be a one-stop guide to address the most significant financial challenges Americans have to face. Wilbert's inspiration for the book was to help the many people who did not have easy access to important financial advice or financial planning. He is a Certified Financial Planner(TM) and Certified Public Accountant with more than forty years of experience in accounting, auditing, financial planning, and income taxes. He is also a licensed insurance agent, Certified Internal Auditor, and Certified Information Systems Auditor. Wilbert holds a master's degree in accounting from the University of Hartford and a bachelor's degree in business administration from Loyola University in New Orleans. He currently resides in Phoenix, Arizona, and enjoys physical fitness, good nutrition, good stories, and good music. Website: https: //guilfordtaxman.com/

Author: Larry Mathis
Publisher: Morgan James Publishing
ISBN: 193359683X
Category : Business & Economics
Languages : en
Pages : 204

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Book Description
Larry Mathis, CFP® has been working dental professionals for more than 17 years. His wealth of experience has enabled him to help simplify and improve the lives of dental professionals by inspiring them to implement financial strategies based upon what they value most in life! You've already chosen a great profession! Bridging The Financial Gap for Dentists will help you discover how to live your life based upon those things that you value most and encourage you to develop a financial strategy today to help you enjoy what you value to the fullest both today and in the future. Bridging The Financial Gap for Dentists is full of practical application techniques to help you maximize your wealth potential and avoid costly mistakes commonly made by dental professionals. Bridging The Financial Gap for Dentists will help you achieve your personal and financial goals in the time frame you are hoping for and it will give you simple steps that you can implement now to improve your immediate financial situation. If you have been wondering, "Does my financial planner really have my best interest in mind?" Bridging the Financial Gap for Dentist, will give you the knowledge to know whether you are working with a true financial professional or just another financial "sales person." "This is it! This is the key to successful financial planning! This is the key to staying out of debt! This is the key to accumulating wealth! This is the key to reducing financial stress in your life. Are you ready to start enjoying the fruits of your labor without eating every grape on the bowl? Read Bridging the Financial Gap for Dentist today!

Author: Life Office Management Association
Publisher:
ISBN:
Category : Life insurance
Languages : en
Pages : 10

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