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Ernst & Young's Financial Planning Essentials

Ernst & Young's Financial Planning Essentials
Author: Ernst & Young LLP
Publisher: Wiley
Total Pages: 308
Release: 1998-12-25
Genre: Business & Economics
ISBN: 9780471316442

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Ernst & Young's Financial Planning Essentials makes it easier than ever to take control of your money and start reaching your financial goals today. Drawing on the incomparable experience of Ernst & Young, it's packed with practical tips and strategies to start you on the road to smart financial planning. This short, handy guide covers all the basics, including: * Understanding your current financial situation * Setting your financial goals * Learning to build wealth * Evaluating the different kinds of investments * Protecting your finances against the unexpected * And much, much more . . . Plus, there are plenty of worksheets, charts, real-life examples, and special features, including: * $PLANNERS--quick planning tips for a bright financial future * $BUILDERS--money strategies to help you reach your goals * $SAVERS--ideas that can save you money right away ERNST & YOUNG LLP's personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm's Web site at www.ey.com/pfc.


Ernst & Young's Personal Financial Planning Guide

Ernst & Young's Personal Financial Planning Guide
Author: Ernst & Young LLP
Publisher: John Wiley & Sons
Total Pages: 544
Release: 2004-10-06
Genre: Business & Economics
ISBN: 9780471697459

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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.


Ernst & Young's Personal Financial Planning Guide

Ernst & Young's Personal Financial Planning Guide
Author: Ernst & Young LLP
Publisher: Wiley
Total Pages: 0
Release: 1999-09-24
Genre: Business & Economics
ISBN: 9780471352327

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Begin Planning Now for a Lifetime of Financial Security! Drawing on the incomparable experience of Ernst & Young LLP, the renowned leaders in financial planning, the new Ernst & Young’s Personal Financial Planning Guide, Third Edition, remains the most comprehensive and trusted source of information for taking charge of your finances and planning for a secure financial future. This practical Guide contains all the tips and investment strategies you need to make sound financial decisions. It gives you the tools to size up your situation, determine your needs, and design a plan to meet your lifetime financial goals. The Guide gives you the benefit of two books in one: Part One explains the fundamentals, showing you step by step how to set goals, build wealth, manage your finances realistically, provide for your family through estate and investment planning, and protect your assets against unforeseen events. Part Two takes a unique planning approach, focusing on significant "life events" as they affect your finances. This allows you to work on the topics that are most important to you, with specific strategies you can use for different life situations, including:Getting married • Saving for your children’s education • Buying or selling a home Dealing with aging parents • Starting a business • Planning for your retirement Plus, this updated edition covers the changes to the tax laws that affect: Long-term capital gains • Charitable donors • Individual Retirement Accounts College savings • Self-employed individuals • Home ownership


Ernst & Young's Total Financial Planner

Ernst & Young's Total Financial Planner
Author: Ernst & Young LLP
Publisher: Wiley
Total Pages: 548
Release: 1997-01-06
Genre: Business & Economics
ISBN: 9780471163336

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Here's what you get with Ernst & Young's Total Financial Planner Do-It-Yourself Financial Strategies and Tips Drawing on the incomparable expertise of Ernst & Young, the book is a practical, hands-on guide that helps you understand the principles of financial planning and apply them to your individual needs. Part One covers all the basics, such as setting goals, understanding investments, building wealth, and managing your finances. Part Two offers a unique "life event" approach to financial planning with specific strategies you can use for different life situations, such as getting married, raising a family, or planning for your retirement. Comprehensive Financial Planning Software Prosper's new design makes it easier than ever to identify and access the areas important to you. Just point and click on the colorful icons to plan for a single goal or develop a comprehensive financial plan. The experts raved about Ernst & Young's Prosper 1.0—"It's the next best thing to a personal financial advisor." —Jan Rosen, The New York Times "It promises to up the ante by offering more powerful personal financial planning tools than other programs." —PC World The unique book plus software approach creates the most powerful and flexible personal financial planning package available. Let it start you on the road to smart financial planning today. Visit the Ernst & Young Tax & Financial Planning Corner on the Wiley Web site! http://www.wiley.com/ey.html ERNST & YOUNG LLP's personal financial counseling practice specializes in tailoring financial strategies for people at all income levels. Ernst & Young's Total Financial Planner also comes with the complete new Prosper® 2.0. Now fully compatible with Windows® 95, Prosper gives you the tools to put your financial plans into action. Use it to: Track your progress with a budget and balance sheet Prepare to retire at your desired age and income Plan a funding strategy for your children's education Estimate federal income and estate taxes Explore home purchase options Evaluate the financial advantages of buying or leasing a car Assess your insurance needs to protect your family Manage your investment portfolio And much more. Prosper 2.0 requires Windows® 95 (or Windows NT® 4.0). See inside for detailed system requirements. Prosper 2.0 is also available on diskettes.


Essentials of Personal Financial Planning

Essentials of Personal Financial Planning
Author: Susan M. Tillery
Publisher: John Wiley & Sons
Total Pages: 464
Release: 2018-09-21
Genre: Business & Economics
ISBN: 1119421233

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ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.


Ernst & Young's Personal Financial Planning Guide

Ernst & Young's Personal Financial Planning Guide
Author: Ernst & Young
Publisher: Wiley
Total Pages: 116
Release: 1995-11-02
Genre: Business & Economics
ISBN: 9780471148197

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Critically-acclaimed personal financial planning software plus the bestselling book, Ernst & Young's Personal Financial Planning Guide. "It's the next best thing to a personal financial advisor."––The New York Times "A smart investment for your financial future."––PC Computing


Ernst & Young's Retirement Planning Guide

Ernst & Young's Retirement Planning Guide
Author: Ernst & Young LLP
Publisher: Wiley
Total Pages: 0
Release: 1997-08-22
Genre: Business & Economics
ISBN: 9780471195573

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The most trusted name in financial planning helps you secure a sound retirement Now is the time to plan for the retirement of your dreams. But where do you start? There's no better resource than Ernst & Young's Retirement Planning Guide. Drawing on the experience of the nation's premier tax and financial planners, it gives you a comprehensive set of tools to help you build a healthy nest egg--whether your retirement is just around the corner or years away. This hands-on guide highlights the key financial issues you need to consider during your preretirement and retirement years, including essential information on the changing rules of the retirement game. From guidance on portfolio diversification and Social Security to 401(k) plans, IRAs, and Keoghs, Ernst & Young's Retirement Planning Guide provides the insight and assistance you need to enjoy a financially secure future. The latest financial instruments for retirement savings * Wealth-building techniques to help you retire early * Unique retirement issues facing executives, the self-employed, women and nontraditional families * Worksheets, quizzes, and action items, as well as additional resources and Web sites * Strategies to overcome adverse financial events like corporate downsizing and personal disability * Practical tips and easy-to-understand charts and tables. Visit the Ernst & Young Tax and Financial Planning Corner on the World Wide Web! http://www.wiley.com/ey.html.


Ernst & Young's Personal Financial Planning Guide

Ernst & Young's Personal Financial Planning Guide
Author: Ernst & Young LLP
Publisher: Wiley
Total Pages: 548
Release: 2001-11-01
Genre: Business & Economics
ISBN: 9780471083092

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From the vast experience of Ernst & Young LLP, the renowned leaders in financial and tax planning services, comes the completely updated Ernst & Young?s Personal Financial Planning Guide, Special Tax Edition. With the Economic Growth and Tax Relief Reconciliation Act of 2001 passed, this Special Tax Edition gives you the investment strategies and updated tools necessary to make sound financial decisions under the new tax law.