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Author: Bill Bachrach Publisher: ISBN: 9781887006033 Category : Business & Economics Languages : en Pages : 174
Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: Bill Bachrach Publisher: ISBN: 9781887006033 Category : Business & Economics Languages : en Pages : 174
Book Description
Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ...
Author: John E. Grable Publisher: John Wiley & Sons ISBN: 1119350778 Category : Business & Economics Languages : en Pages : 216
Book Description
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
Author: David Edward Marcinko Publisher: Productivity Press ISBN: 9781032917665 Category : Business & Economics Languages : en Pages : 0
Book Description
Drawing on the expertise of multi-degreed doctors and multi-certified financial advisors, this book will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions. Championing health care providers
Author: Pamela Peterson Drake Publisher: World Scientific ISBN: 9811241295 Category : Business & Economics Languages : en Pages : 829
Book Description
This book covers the fundamentals of financial management and investment management without getting into the highly technical topics and mathematical rigor. It also provides a practitioner-oriented approach to financial and investment management.The field of finance covers several specialty areas. The two most important ones which set the foundations for the other specialty areas are financial management and investment management, and these are the two major topics covered in the book. After touching on the basics — the financial system and the players, financial statements, and mathematics of finance — the authors then cover financial management and investment management in greater depth. For financial management the authors focus on financial strategy and financial planning, dividend policy, corporate financing decisions, entrepreneurial finance, financial risk management, and capital budgeting decisions. The investment management coverage includes the different types of risks faced in investing, company analysis, valuing common stock, portfolio selection, asset pricing theory, and investing in common stocks and bonds. The last chapter of the book covers financial derivatives and how they are used in finance to control risk.
Author: Jane Bryant Quinn Publisher: Simon and Schuster ISBN: 0743269942 Category : Business & Economics Languages : en Pages : 257
Book Description
A guide to creating a virtually self-sustaining financial plan counsels middle-income earners on such topics as debt reduction, saving strategically, investing, insurance, family planning, and retirement.
Author: Jason Howell Publisher: Mascot Books ISBN: 9781645430599 Category : Business & Economics Languages : en Pages : 400
Book Description
Can you still achieve the American Dream? You don't have a pension. Social Security and Medicare may not be there when you need it. You pay much more for housing, even adjusted for inflation, than your parents ever did. College education prices have skyrocketed. You may have gone to a good school; you may make good money (even saved some of it) but this is not the life you imagined. You are stressed, you are too "busy," and most days, you feel really tired. What happened to your big dreams? Blending his career in finance and background in politics, Jason Howell has outlined 7 financial strategies to help you reclaim your American Dream. Joy of Financial Planning shows this generation how to overcome the challenges of a highly competitive, politicized economy. The good news is you can still make an impact on a world desperately in need of your financial success.
Author: Jason L Smith Publisher: Greenleaf Book Group ISBN: 1626344612 Category : Business & Economics Languages : en Pages : 152
Book Description
Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
Author: Marshall Weintraub Publisher: Archway Publishing ISBN: 148087213X Category : Business & Economics Languages : en Pages : 376
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: Ernst & Young LLP Publisher: John Wiley & Sons ISBN: 9780471697459 Category : Business & Economics Languages : en Pages : 544
Book Description
If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.
Author: Bill Bachrach
Author: Bill Bachrach
Author: John E. Grable
Author: David Edward Marcinko
Author: Pamela Peterson Drake
Author: Jane Bryant Quinn
Author: Jason Howell
Author: Jason L Smith
Author: Coventry House Publishing
Author: Marshall Weintraub
Author: Ernst & Young LLP