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Bottom Line Financial Planning

Bottom Line Financial Planning
Author: Kenny Gott, CFP, SPHR
Publisher: Createspace Independent Publishing Platform
Total Pages: 270
Release: 2017-02-20
Genre:
ISBN: 9781505877304

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Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING! Learn key concepts from experienced professionals--from efficient investing to tax and debt management, from retirement -wish-list- planning to guarding your loved ones from financial hazards, from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of -bottom line- planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with helpful tips and stories from seasoned financial professionals focused on helping clients manage risk and fund their good life.


The Bottom Line

The Bottom Line
Author: Diane Dakers
Publisher: Financial Literacy for Life
Total Pages: 48
Release: 2017-03-15
Genre: Juvenile Nonfiction
ISBN: 9780778731047

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The basic concepts of financial literacy are explored in this important book for young people. Relevant and accessible terms and real-world examples teach readers about financial responsibility and how to think critically about their wants and needs. Financial planning strategies are discussed and opportunities to practice activities, such as budgeting and record keeping, are provided.


Publishing for Profit

Publishing for Profit
Author: Thomas Woll
Publisher: Chicago Review Press
Total Pages: 401
Release: 2010
Genre: Business & Economics
ISBN: 1569765642

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Publishing is a rapidly changing business, and this comprehensive reference is right in step--covering operations, finances, and personnel management as well as product development, production, and marketing. Written for the practicing professional just starting out or looking to learn new tricks of the trade, this revised and expanded fourth edition contains updated industry statistics and benchmark figures, features up-to-date strategies for creating new revenue streams such as online marketing and sales and e-book publishing, and provides new information on using financial information to make key management decisions. More than two dozen highly practical forms and sample contracts for immediate use are also included.


The Bottom Line of Happiness

The Bottom Line of Happiness
Author: Matthew Pardieck
Publisher:
Total Pages: 240
Release: 2021-12-09
Genre:
ISBN: 9781647045104

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Almost 50% of business owners will transition to their exit strategy within the next five years. Are you set up for success-and most importantly-happiness? As an aeronautical engineer and pilot working in wealth management for business owners for over 25 years, Matthew Pardieck knows a thing or two about navigating corporate success as well as personal happiness. Written for the mission-driven business owner who is moved to not only complete an exit from a profitable business but also wants to leverage that success to help them take care of the people and causes important to them-such as family, employees, charities, and community-The Bottom Line of Happiness shares ideas on: Understanding and shaping your business around your True North How to form and manage a dynamic team that helps with ideas and action Important tools that are available to keep you and your business on course while you take care of yourself and those important to you The differences between the types of businesses so you understand your most appropriate financial and exit strategies Financial and tax strategies to help you and your causes as you build and grow a business Understanding the many types of exits and choosing one that fits your financial and non-financial goals And continuing to live a fulfilling life with a big heart before and after your exit The mission-driven owners who fly toward their own True North are what Pardieck calls "Big Hearted Business Owners(TM)." Employing tens of millions of workers, Big Hearted Business Owners(TM) have the ability to create new wealth and improve their communities. Yet many lack the training, expertise, or time to navigate the tax, planning, and financial landscape. Pardieck's tried-and-true techniques have helped owners fulfill their corporate and personal goals as well as potentially saving millions in taxes, which in many cases have been re-directed toward causes important to them or their families.


Guide to Personal Financial Planning for the Armed Forces

Guide to Personal Financial Planning for the Armed Forces
Author: S. Jamie Gayton
Publisher: Stackpole Books
Total Pages: 436
Release: 2012
Genre: Biography & Autobiography
ISBN: 0811703711

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Complete information and advice on personal finances and important decisions, tailored to members of the armed forcesCompletely revised and updated for today's financial climateInstructions for creating a budget and using your future financial goals to make today's decisionsInformation about investment options, military benefits, and preparing for the future with insurancePractical advice on choosing a bank, buying a car, buying a house, financing education, finding insurance that fits your needs, and moreIdeal for service financial management assistance offices


Shakespeare, Einstein, and the Bottom Line

Shakespeare, Einstein, and the Bottom Line
Author: David L. Kirp
Publisher: Harvard University Press
Total Pages: 350
Release: 2003-11-30
Genre: Business & Economics
ISBN: 9780674011465

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Wry and insightful, Shakespeare, Einstein, and the Bottom Line takes us on a cross-country tour of the most powerful trend in academic life today--the rise of business values and the belief that efficiency, immediate practical usefulness, and marketplace triumph are the best measures of a university's success.


Die Broke

Die Broke
Author: Stephen Pollan
Publisher: Harper Collins
Total Pages: 321
Release: 2009-03-17
Genre: Business & Economics
ISBN: 006184697X

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From America's most trusted financial advisor comes a comprehensive guide to a new and utterly sane financial choice. In Die Broke, you'll learn that life is a game where the loser gives his money to Uncle Sam at the end. There are four steps to the process: Quit Today No, don't tell your boss to shove it...at least not out loud. But in your head accept that from this day on you're a free agent whose number one workplace priority is your personal bottom line. Pay Cash You should be as conscious of spending as you are of saving. Credit should be a rarely used tool for those few times (buying homes and cars) when paying cash is impossible. Don't Retire Your work life should be a journey up and down hills, rather than a climb up a sheer cliff that ends with a jump into the abyss. Die Broke It sounds terrifying, the one intolerable outcome to your financial life. And yet, in truth, dying broke might be your best option for a life without fear: fear of failure and privation now, fear of impoverishment in the long run.


The True Cost of Happiness

The True Cost of Happiness
Author: Stacey Tisdale
Publisher: John Wiley & Sons
Total Pages: 304
Release: 2009-12-09
Genre: Business & Economics
ISBN: 0470496576

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Personal money management advice that make sense In The True Cost of Happiness, financial journalist Stacey Tisdale and expert financial planner Paula Boyer Kennedy combine their extensive financial experience with a powerful series of interviews and real-world stories to help you make personal money management decisions that make more sense. They begin by discussing how the factors that drive our financial choices and behavior not only run deep, but also represent the way we define ourselves. From there, they reveal how this truth will determine if you can create the kind of financial harmony that not only supports the life you want, but also makes an honest statement of who you really are. The questions they pose are challenging, but essential, because if your financial choices and behavior are not aligned with your true values, you'll always feel like "something" is missing. And it is this disconnect that is at the root of most anxiety and unhappiness over money. Reveals how the first lessons we learn about money as children play out in our adult behavior Discusses how the messages that society sends us about the ways in which we should behave with money affect our financial choices Explores factors that can blind us to our true values, and prevent us from making the best decisions possible on issues such as debt, saving, and investing Illustrates how to create a financial plan that supports a truly happy life Filled with in-depth insights and practical advice, The True Cost of Happiness will put you in a better position to enjoy a life that doesn't compromise who you are.


The White Coat Investor

The White Coat Investor
Author: James M. Dahle
Publisher: White Coat Investor LLC the
Total Pages: 160
Release: 2014-01
Genre: Business & Economics
ISBN: 9780991433100

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Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!


The One-Minute Financial Planner

The One-Minute Financial Planner
Author: Joel Redmond
Publisher: Xlibris Corporation
Total Pages: 150
Release: 2011-03-28
Genre: Business & Economics
ISBN: 145686646X

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Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.