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Author: Susan M. Tillery Publisher: John Wiley & Sons ISBN: 1119421233 Category : Business & Economics Languages : en Pages : 448
Book Description
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: Susan M. Tillery Publisher: John Wiley & Sons ISBN: 1119421233 Category : Business & Economics Languages : en Pages : 448
Book Description
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: Susan A. Berson Publisher: American Bar Association ISBN: 9781590319239 Category : Business & Economics Languages : en Pages : 216
Book Description
This book is an informative resource on personal finance for lawyers, and other professionals in every field. Readers will learn how to better understand their money, and how to make it work for them. Written by noted tax litigator, Susan A. Berson, this indispensable book will help any professional become a better steward of his or her own money. Topics include debt/student loans; saving; investing; philanthropy; real estate; preparing for a drop in income to change paths; and much, much more.
Author: Rachel S. Siegel Publisher: ISBN: 9781453334805 Category : College students Languages : en Pages : 0
Book Description
"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.
Author: Jill Andresky Fraser Publisher: Bloomberg Press ISBN: 9781576600252 Category : Business & Economics Languages : en Pages : 303
Book Description
If you run your own business, your personal finance needs are unique, and the time spent trying to find solutions is precious. One-size-fits-all advice won't help, but this planning blueprint from Jill Andresky Fraser will. Here at last is a step-by-step guide for building security for you and your loved ones while creating the enterprise you’ve dreamed of: How and when to pay yourself Ways to build your savings while funding your company Low-cost ways to attain medical benefits Estate-planning tools that you can't afford to overlook Insurance tips to protect your family’s finances and your company’s cash flow Savvy investing ideas that complement your company's risks Real-life solutions and insights from successful entrepreneurs If you run a small family business, a home-based business, a solo practice, or a budding start-up, you need The Business Owner’s Guide to Personal Finance.
Author: John E. Grable Publisher: Wiley Global Education ISBN: 1119547482 Category : Law Languages : en Pages : 624
Book Description
Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey is designed to help students avoid early financial mistakes and provide tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals.
Author: Eric Tyson Publisher: John Wiley & Sons ISBN: 1118013581 Category : Business & Economics Languages : en Pages : 10
Book Description
Personal Finance in Your 20s For Dummies (9780470769058) is now being published as Personal Finance in Your 20s For Dummies (9781119293583). While this version features an older Dummies cover and design, the content is the same as the new release and should not be considered a different product. The easy way to avoid early pitfalls on the road to financial success A little money and a little time is all that's needed to lay a strong financial foundation for today and the future. And starting sooner rather than later is the smartest thing you can do when it comes to protecting your financial future. If you're in college or enjoying your twenties, Personal Finance in Your 20s For Dummies cuts to the chase, providing you with the targeted financial advice you need to establish a firm financial footing as you work your way through school and the post-graduation years. Advice on paying off student loans, managing debt, and creating a solid pathway to financial success Investing strategies for young investors Other titles by Tyson: Personal Finance For Dummies, Investing For Dummies, and Mutual Funds For Dummies If you're looking for sound, reliable advice on how to make smart financial choices in the real world, Personal Finance in Your 20s For Dummies has you covered.
Author: Howard Davidoff Publisher: Simon and Schuster ISBN: 1440542724 Category : Business & Economics Languages : en Pages : 253
Book Description
Get control of your finances - and your future! Do you feel like you'll never pay off your student loans? Worried about your mounting credit card debt? Wondering when you'll ever make enough money to stop living paycheck to paycheck? You're not alone - millions of young Americans are finding it hard to save for the future and still pay today's bills on time. But with The Everything Personal Finance in Your 20s and 30s Book, 3rd Edition, you'll learn how to be financially independent by: Creating a workable budget Minimizing credit card and student loan debt Investing money wisely Building an emergency fund You'll also learn how the Consumer Financial Protection Bureau can help you navigate the often-confusing world of financial service products. With this easy-to-use guide, you'll learn how to manage, save, and invest wisely - starting today!
Author: Susan A. Berson Publisher: ISBN: 9781627227605 Category : Finance, Personal Languages : en Pages : 169
Book Description
Young professionals can find themselves in a financial quandary: enjoying relatively healthy paychecks for the first time, yet in debt from student loans, and without a strong grasp of basic financial literacy skills. Lawyer and financial planner Susan A. Berson's new book will help professionals in any field learn how to manage and control their money in simple, easy-to-understand language.
Author: Joseph D'Agnese Publisher: Currency ISBN: 0307453669 Category : Business & Economics Languages : en Pages : 322
Book Description
This is a book for people like us, and we all know who we are. We make our own hours, keep our own profits, chart our own way. We have things like gigs, contracts, clients, and assignments. All of us are working toward our dreams: doing our own work, on our own time, on our own terms. We have no real boss, no corporate nameplate, no cubicle of our very own. Unfortunately, we also have no 401(k)s and no one matching them, no benefits package, and no one collecting our taxes until April 15th. It’s time to take stock of where you are and where you want to be. Ask yourself: Who is planning for your retirement? Who covers your expenses when clients flake out and checks are late? Who is setting money aside for your taxes? Who is responsible for your health insurance? Take a good look in the mirror: You are. The Money Book for Freelancers, Part-Timers, and the Self-Employed describes a completely new, comprehensive system for earning, spending, saving, and surviving as an independent worker. From interviews with financial experts to anecdotes from real-life freelancers, plus handy charts and graphs to help you visualize key concepts, you’ll learn about topics including: • Managing Cash Flow When the Cash Isn’t Flowing Your Way • Getting Real About What You’re Really Earning • Tools for Getting Out of Debt and Into Financial Security • Saving Consistently When You Earn Irregularly • What To Do When a Client’s Check Doesn’t Come In • Health Savings Accounts and How To Use Them • Planning for Retirement, Taxes and Dreams—All On Your Own
Author: Susan M. Tillery
Author: Susan M. Tillery
Author: Susan A. Berson
Author: Rachel S. Siegel
Author: Jill Andresky Fraser
Author: John E. Grable
Author: Eric Tyson
Author: Howard Davidoff
Author: Susan A. Berson
Author: Joseph D'Agnese
Author: Peter Sander