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The Financial Planning Puzzle

Author: Jason Silverberg
Publisher: Silverstone Press LLC
ISBN: 9780998077505
Size: 43.51 MB
Format: PDF, Kindle
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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.

Rattiner S Review For The Cfp R Certification Examination Fast Track Study Guide

Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 9780470485200
Size: 63.74 MB
Format: PDF, Kindle
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The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.

The Couple S Retirement Puzzle

Author: Roberta Taylor
Publisher: Sourcebooks, Inc.
ISBN: 140229591X
Size: 16.13 MB
Format: PDF, Docs
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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.

The Fund

Author: H. T. Narea
Publisher: St. Martin's Press
ISBN: 9780765367259
Size: 74.60 MB
Format: PDF, ePub, Mobi
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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 Simple Path To Wealth

Author: J. Collins
Publisher: Createspace Independent Publishing Platform
ISBN: 9781533667922
Size: 61.78 MB
Format: PDF
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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 End Of Money

Author: David Wolman
Publisher: Da Capo Press
ISBN: 0306822695
Size: 42.40 MB
Format: PDF, ePub, Mobi
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For ages, money has meant little metal disks and rectangular slips of paper. Yet the usefulness of physical money--to say nothing of its value--is coming under fire as never before. Intrigued by the distinct possibility that cash will soon disappear, author and Wired contributing editor David Wolman sets out to investigate the future of money...and how it will affect your wallet. Wolman begins his journey by deciding to shun cash for an entire year--a surprisingly successful experiment (with a couple of notable exceptions). He then ventures forth to find people and technologies that illuminate the road ahead. In Honolulu, he drinks Mai Tais with Bernard von NotHaus, a convicted counterfeiter and alternative-currency evangelist whom government prosecutors have labeled a domestic terrorist. In Tokyo, he sneaks a peek at the latest anti-counterfeiting wizardry, while puzzling over the fact that banknote forgers depend on society's addiction to cash. In a downtrodden Oregon town, he mingles with obsessive coin collectors--the people who are supposed to love cash the most, yet don't. And in rural Georgia, he examines why some people feel the end of cash is Armageddon's warm-up act. After stops at the Digital Money Forum in London and Iceland's central bank, Wolman flies to Delhi, where he sees first-hand how cash penalizes the poor more than anyone--and how mobile technologies promise to change that. Told with verve and wit, The End of Money explores an aspect of our daily lives so fundamental that we rarely stop to think about it. You'll never look at a dollar bill the same again.

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

Author: Roger Roemmich
Publisher: iUniverse
ISBN: 1491743719
Size: 38.70 MB
Format: PDF
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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.

Kiplinger S Personal Finance

Author:
Publisher:
ISBN:
Size: 76.72 MB
Format: PDF, Mobi
View: 2003
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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.