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Author: Darrell Neil Jerome Norling Publisher: Wiley ISBN: 9780471613381 Category : Business & Economics Languages : en Pages : 228
Book Description
This how-to guide features a financial planning system providing tools and techniques for getting the most out one's net income. Explains how to analyze current spending habits, prepare the perfect budget, make the most of salary increases, and presents a ``purchase power system'' to improve cash flow on a short- and long-term basis.
Author: Darrell Neil Jerome Norling Publisher: Wiley ISBN: 9780471613381 Category : Business & Economics Languages : en Pages : 228
Book Description
This how-to guide features a financial planning system providing tools and techniques for getting the most out one's net income. Explains how to analyze current spending habits, prepare the perfect budget, make the most of salary increases, and presents a ``purchase power system'' to improve cash flow on a short- and long-term basis.
Author: Consumer Financial Consumer Financial Protection Bureau Publisher: Createspace Independent Publishing Platform ISBN: 9781508906827 Category : Finance, Personal Languages : en Pages : 0
Book Description
Welcome to the Consumer Financial Protection Bureau's Your Money, Your Goals: A financial empowerment toolkit for social services programs! If you're reading this, you are probably a case manager, or you work with case managers. Finances affect nearly every aspect of life in the United States. But many people feel overwhelmed by their financial situations, and they don't know where to go for help. As a case manager, you're in a unique position to provide that help. Clients already know you and trust you, and in many cases, they're already sharing financial and other personal information with you. The financial stresses your clients face may interfere with their progress toward other goals, and providing financial empowerment information and tools is a natural extension of what you are already doing. What is "financial empowerment" and how is it different from financial education or financial literacy? Financial education is a strategy that provides people with financial knowledge, skills, and resources so they can get, manage, and use their money to achieve their goals. Financial education is about building an individual's knowledge, skills, and capacity to use resources and tools, including financial products and services. Financial education leads to financial literacy. Financial empowerment includes financial education and financial literacy, but it is focused both on building the ability of individuals to manage money and use financial services and on providing access to products that work for them. Financially empowered individuals are informed and skilled; they know where to get help with their financial challenges. This sense of empowerment can build confidence that they can effectively use their financial knowledge, skills, and resources to reach their goals. We designed this toolkit to help you help your clients become financially empowered consumers. This financial empowerment toolkit is different from a financial education curriculum. With a curriculum, you are generally expected to work through most or all of the material in the order presented to achieve a specific set of objectives. This toolkit is a collection of important financial empowerment information and tools you can access as needed based on the client's goals. In other words, the aim is not to cover all of the information and tools in the toolkit - it is to identify and use the information and tools that are best suited to help your clients reach their goals.
Author: Tiffany the Budgetnista Aliche Publisher: Rodale Books ISBN: 0593232755 Category : Business & Economics Languages : en Pages : 370
Book Description
NEW YORK TIMES, WALL STREET JOURNAL, AND USA TODAY BESTSELLER • A ten-step plan for finding peace, safety, and harmony with your money—no matter how big or small your goals and no matter how rocky the market might be—by the inspiring and savvy “Budgetnista.” “No matter where you stand in your money journey, Get Good with Money has a lesson or two for you!”—Erin Lowry, bestselling author of the Broke Millennial series Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her ten-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one million women worldwide save and pay off millions in debt, and begin planning for a richer life. Revealing this practical ten-step process for the first time in its entirety, Get Good with Money introduces the powerful concept of building wealth through financial wholeness: a realistic, achievable, and energizing alternative to get-rich-quick and over-complicated money management systems. With helpful checklists, worksheets, a tool kit of resources, and advanced advice from experts who Tiffany herself relies on (her “Budgetnista Boosters”), Get Good with Money gets crystal clear on the short-term actions that lead to long-term goals, including: • A simple technique to determine your baseline or “noodle budget,” examine and systemize your expenses, and lay out a plan that allows you to say yes to your dreams. • An assessment tool that helps you understand whether you have a “don't make enough” problem or a “spend too much” issue—as well as ways to fix both. • Best practices for saving for a rainy day (aka job loss), a big-ticket item (a house, a trip, a car), and money that can be invested for your future. • Detailed advice and action steps for taking charge of your credit score, maximizing bill-paying automation, savings and investing, and calculating your life, disability, and property insurance needs. • Ways to protect your beneficiaries' future, and ensure that your financial wishes will stand the test of time. An invaluable guide to cultivating good financial habits and making your money work for you, Get Good with Money will help you build a solid foundation for your life (and legacy) that’s rich in every way.
Author: NEW LIFE EQUIPPING CENTER. Publisher: WestBow Press ISBN: 9781973610670 Category : Business & Economics Languages : en Pages : 142
Book Description
Your financial planning system includes the following: -- Budget worksheets for the current year (fifty-three weeks) This will assist you with financial planning for a fifty-three-week period. The "Looking Ahead" section will enable you to set financial goals for future years and record when you achieve them. -- Notes/tasks starter kit This will assist you with keeping track of and accomplishing all the things that need to be done on a daily and weekly basis in order to save you time and Money! -- Food shopping list and meal planner starter kit This will assist you with planning healthy meals by acquiring all the yummy and nourishing food items you need each week to help you stay energized, healthy, and fit! By using this tool, you won't be at the mercy of food vendors throughout the day, and you will eat healthier and save well-earned money that you can put toward more important things and even savings!
Author: Darrell Neil Jerome Norling Publisher: Wiley ISBN: 9780471613398 Category : Business & Economics Languages : en Pages : 228
Book Description
This how-to guide features a financial planning system providing tools and techniques for getting the most out one's net income. Explains how to analyze current spending habits, prepare the perfect budget, make the most of salary increases, and presents a ``purchase power system'' to improve cash flow on a short- and long-term basis.
Author: Marshall Weintraub Publisher: Archway Publishing ISBN: 148087213X Category : Business & Economics Languages : en Pages : 389
Book Description
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: Tony Steuer Publisher: Greenleaf Book Group ISBN: 1734210001 Category : Business & Economics Languages : en Pages : 251
Book Description
Accidents. Fires. Floods. Hurricanes. Job instability. Unexpected repairs. Now, more than ever, uncertainty is a fact of life. This raises an important question we all too rarely ask in advance: “What happens to the pieces of my financial life if an emergency hits?” In GET READY!, financial expert and award-winning author Tony Steuer explains how to organize your financial life with a comprehensive, easy-to-follow, step-by-step process. After explaining what exactly each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! expertly guides you through the process of documenting vital information and gathering it in one place to maximize your financial preparedness. GET READY! covers: Implementing the GET READY! system to help organize your financial documents in the way that works best for you Assembling documents and knowing which are critical to your financial preparedness and which to toss Creating a critical emergency action list, so you can be prepared in the event of an evacuation Communicating key components of your financial life to family and heirs, so they’re not left guessing in an emergency and can step right in if something should happen to you Setting up your financial dashboard to monitor your overall financial preparedness Staying ready with a system that helps you maintain your financial health and preparedness GET READY! goes beyond other financial organizational systems by demystifying the world of personal finances, explaining how to easily assess your financial situation and identifying issues that need to be addressed so that you can become better educated about your finances and maximize your resources. As a bonus, all worksheets are available for download through links provided in the book.
Author: Darrell Neil Jerome Norling
Author: Darrell Neil Jerome Norling
Author: Consumer Financial Consumer Financial Protection Bureau
Author: 
Author: Coventry House Publishing
Author: Tiffany the Budgetnista Aliche
Author: NEW LIFE EQUIPPING CENTER.
Author: J. Michael Martin
Author: Darrell Neil Jerome Norling
Author: Marshall Weintraub
Author: Tony Steuer