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The Financial Planning Puzzle

Author: Jason Silverberg
Publisher: Silverstone Press LLC
ISBN: 9780998077505
Size: 76.33 MB
Format: PDF, ePub, Mobi
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Do you feel overwhelmed by your finances? Start making smart decisions with a personal financial plan. While personal finances can be a challenge to learn, this book can help make it easy. After helping hundreds of his own clients, Jason Silverberg has condensed the best of his advice into this book and is here to help you reach financial freedom.

Don T Let Your Clients Eat Dog Food When They Re Old

Author: Roger Roemmich
Publisher: iUniverse
ISBN: 1491743719
Size: 10.41 MB
Format: PDF, Docs
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No hard-working American wants to resort to eating dog food when they are old. With approximately seventy-eight million Americans in the baby boom generation and nearly half of them with little or nothing in retirement accounts, this can be a challenging time for the financial advisors, tax attorneys, certified public accountants, and insurance sales associates in charge of retirement planning for a diverse clientele. In his guidebook, Roger Roemmich presents an integrated approach to client retirement planning and management that demonstrates how to fit all the pieces of the puzzle together to create a sound action plan while advising clients before and after retirement. Roemmich-with four decades of experience in the financial arena-shares his time-tested advice that includes tools for assessing retirement readiness with his unique CAMP score, educational handouts for clients, and detailed case studies that illustrate core concepts on integrating investment strategies with strategic planning regarding Social Security timing, Medicare supplemental insurance, and long-term care options. "Don't Let Your Clients Eat Dog Food When They're Old " provides financial planners with valuable wisdom and innovative tips intended to help future retirees in their quest for freedom and quality of life during their golden years.

The Fund

Author: H. T. Narea
Publisher: St. Martin's Press
ISBN: 9780765367259
Size: 13.27 MB
Format: PDF
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Investigating a suspicious international money trail only to discover a horrifying financial terrorist plot, U.S. Defense Intelligence operative Kate Molares travels to strategic places throughout the world in a race to prevent an unprecedented economic catastrophe.

The Couple S Retirement Puzzle

Author: Roberta Taylor
Publisher: Sourcebooks, Inc.
ISBN: 140229591X
Size: 66.15 MB
Format: PDF
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The essential guide for couples to create a happy, healthy, and successful retirement! Retirement can be the best time of your life, but for couples, there's far more to it than cashing in on your 401(k). The most important asset you have during retirement is each other, yet many couples aren't sure where to begin to prepare for retired life or what to consider as they do. The Couple's Retirement Puzzle reveals ten key conversations couples should tackle before retirement to ensure a rewarding second half of life together, including: • Do we have enough money to support the lifestyle we want? • Should we retire simultaneously or separately? • Do we stay put or explore new frontiers? • What's the best way to stay healthy and fit after fifty? • How do we meet new friends and create new interests outside of work? • How will we balance time together and time apart? • And more! Filled with smart practical advice, engaging anecdotes, and helpful exercises,The Couple's Retirement Puzzle will guide you and your partner to a fulfilling retirement you can enjoy and celebrate together.

Kiplinger S Personal Finance

Author:
Publisher:
ISBN:
Size: 79.61 MB
Format: PDF
View: 519
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The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.

The Simple Path To Wealth

Author: J. Collins
Publisher: Createspace Independent Publishing Platform
ISBN: 9781533667922
Size: 13.15 MB
Format: PDF, Mobi
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The author shares his personal techniques, insights and experiences regarding saving money and investing, drawn from his blog posts as well as a series of letters to his teenage daughter, both dealing with money management.

The Sortino Framework For Constructing Portfolios

Author: Frank A. Sortino
Publisher: Elsevier
ISBN: 9780080961682
Size: 18.39 MB
Format: PDF, Mobi
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The most common way of constructing portfolios is to use traditional asset allocation strategies, which match the client’s risk appetite to a weighted allocation strategy of fixed income, equities, and other types of assets. This method focuses on how the money is allocated, rather than on future returns. The Sortino method presents an innovative change from this traditional approach. Rather than using the client’s risk as the main factor, this method uses the client’s desired return. • Only book to describe the Sortino method and Desired Target ReturnTM in a way that enables portfolio managers to adopt the method • Software to implement the portfolio construction method is included free of charge to book buyers on a password protected Elsevier website. Book buyers can use the software to construct portfolios using this method right away, in real time. They can also load in their current portfolios and measure them against these measures. • The Sortino method has been tested over 20 years at the Pension Research Institute. Portfolio managers can be confident of the success of the method, even returns in the economic crisis, in which the method has still beaten all S&P benchmarks.

Mindful Money

Author: Jonathan K. DeYoe
Publisher: New World Library
ISBN: 1608684377
Size: 80.43 MB
Format: PDF, ePub
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Is it possible to be a conscientious citizen of the world and grow wealth? The author, a Buddhist and a financial planner, says yes and explains exactly how. Money drives many of our decisions. We all worry about earning it, spending it, and saving it — regardless of our income level or spiritual perspective. Yet few of us understand money’s true nature. Jonathan K. DeYoe helps you create a unique financial plan that is guided by your deepest beliefs, and shows you how to save, invest, pay off debt, and fund your retirement and dreams by building a lifetime income stream. With a foreword by Pulitzer Prize–winner Alice Walker, Mindful Money does all this while emphasizing that money is a tool you can use to support your lifestyle, reach your goals, and earn the “happiness dividend” everyone deserves.

Divorce After 50

Author: Janice Green
Publisher: Nolo
ISBN: 1413322271
Size: 42.26 MB
Format: PDF, ePub
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Today, 1 in 4 people going through a divorce are over 50. Over-50 divorces can be more financially burdensome because they usually involve alimony, retirement, health insurance, and Social Security benefits – this book covers all these issues and more.