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Personal Financial Planning

Personal Financial Planning
Author: Kwok Ho
Publisher:
Total Pages: 0
Release: 2023
Genre: Finance, Personal
ISBN: 9781553224211

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"This text/reference book is the most up-to-date integrated presentation of the field of personal financial planning. This sixth edition has been thoroughly revised to incorporate changes in laws and professional requirements applicable to personal financial planning."--


The One-Page Financial Plan

The One-Page Financial Plan
Author: Carl Richards
Publisher: Portfolio
Total Pages: 226
Release: 2015-03-31
Genre: Business & Economics
ISBN: 1591847559

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Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.


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.


Personal Financial Planning

Personal Financial Planning
Author: Lewis Altfest
Publisher: McGraw-Hill Higher Education
Total Pages: 704
Release: 2016-01-22
Genre:
ISBN: 1259357422

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Personal Finance

Personal Finance
Author: Rachel S. Siegel
Publisher:
Total Pages: 0
Release: 2021
Genre: College students
ISBN: 9781453334805

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"Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives." --Provided by publisher.


Personal Financial Planning

Personal Financial Planning
Author: G. Victor Hallman
Publisher: Macgraw-Hill
Total Pages: 442
Release: 1978
Genre: Business & Economics
ISBN: 9780070256415

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With more than 135,000 copies sold in previous editions, "Personal Financial Planning "has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.


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.


The Ultimate Financial Plan

The Ultimate Financial Plan
Author: Jim Stovall
Publisher: John Wiley & Sons
Total Pages: 288
Release: 2011-08-24
Genre: Business & Economics
ISBN: 1118107969

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How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.


Values-based Financial Planning

Values-based Financial Planning
Author: Bill Bachrach
Publisher:
Total Pages: 174
Release: 2000
Genre: Business & Economics
ISBN: 9781887006033

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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 ...


Personal Finance

Personal Finance
Author: Bernard J. Winger
Publisher: Macmillan College
Total Pages: 656
Release: 1993
Genre: Ekonomi- Finans, kişisel
ISBN:

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