Financial Planning Demystified

Financial Planning Demystified
Author: Paul Lim
Publisher: McGraw Hill Professional
Total Pages: 322
Release: 2007-10-15
Genre: Business & Economics
ISBN: 0071709711

Plan for a bright financial future Planning for your kids' college tuition and your own retirement is a lot more difficult today than it was for your parents. Self-directed retirement accounts like 401(k)s and IRAs as well as tax-deferred college savings plans require you to make your own savings and investment decisions. That's why you need Financial Planning Demystified. Written by Paul Lim, Chief Financial Correspondent for U.S. News & World Report, this book begins by focusing on assets and liabilities and discusses ways to save money, avoid debt, and maintain good credit. Then, you'll get a thorough overview of different types of investments, such as stocks, bonds, mutual funds, real estate investments, and more. Finally, you'll find easy-to-follow advice on how to organize and protect your financial accounts. This quick and easy guide features: Checklists and questionnaires to help you plan Proven advice from a financial expert Helpful charts and tables A quiz at the end of each chapter to reinforce learning and pinpoint weaknesses A final exam at the end of the book No unnecessary technical jargon Packed with clear explanations and priceless tips from a pro, Financial Planning Demystified is your shortcut to planning for a lifetime of income.

Financial Planning Explained

Financial Planning Explained
Author: Can Akdeniz
Publisher: Can Akdeniz
Total Pages: 27
Release:
Genre:
ISBN:

In today’s ever-changing economic climate, there has never been a better time to give your finances a health check, and ensure your current and future financial needs are protected. As individuals this can mean making sure your family and future retirement plans are safeguarded, while as business owners it can mean making the right investments to ensure your company keeps growing and attaining any future goals. But what exactly is Financial Planning? It’s a process of financial examination and protection that is often misunderstood. The overall goal is to integrate taxes, insurance policies, and investment portfolios into an all-inclusive plan that helps individuals and businesses comprehensively maximize their assets to ensure they reach their financial goals. Financial Planning can encompass; - Budgeting - Reduction of debts - Management of taxes and insurances - Risk management - Planning for retirement - Education funding - Allocating investments and assets - Estate planning In this easy to follow guide, I’ll explain Financial Planning to you in plain English cutting out the needless jargon and phrases that can be all too confusing. Whether you are overhauling your personal finances, or consolidating the finances of your business, this book will help set you on the path to clear understanding and financial security.

Investing Demystified

Investing Demystified
Author: Lars Kroijer
Publisher: Pearson UK
Total Pages: 230
Release: 2013-09-06
Genre: Business & Economics
ISBN: 0273781529

Don’t spend your time worrying whether you can beat the markets: you don’t need to beat them to be a successful investor. By showing you how to build a simple and rational portfolio and tailor it to your specific needs, Investing Demystified will help you generate superior returns. With his straightforward and jargon-free advice, Lars Kroijer simplies the often complex world of finance and tells you everything you need to know – and everything that you don’t need to worry about – in order to make the most from your investments. In Investing Demystified you will: • Discover the mix of stocks, bonds and cash needed for a top performing portfolio • Learn why the most broadly diversi_ ed and simplest portfolio makes the most sense • Understand the right level of risk for you and how this affects your investments • Find out why a low cost approach will yield bene_ ts whilst leaving you with a higher quality portfolio • Understand the implications of tax and liquidity

Investing DeMYSTiFieD, Second Edition

Investing DeMYSTiFieD, Second Edition
Author: Paul Lim
Publisher: McGraw Hill Professional
Total Pages: 403
Release: 2010-12-10
Genre: Business & Economics
ISBN: 0071751009

Start building a rock-solid portfolio with as little as $500! Do you think cash vehicle is another phrase for "expensive car"? Would you know a hybrid investment if you saw one? Does T-bill mean anything to you? The world of investing is a complex (and sometimes scary) place. Fortunately, you have a knowledgeable tour guide that speaks a language you understand! Investing DeMYSTiFieD, Second Edition, untanglesan otherwise perplexing topic, making it easier than ever to invest like a veteran! Outlining step-by-step techniques for making the most of your money while keeping it out of harm’s way, this self-teaching guide explains how to identify and take advantage of rich opportunities--from mutual funds to taxfree bonds to real estate. Market-proven tips and techniques, handy checklists, and chapter-ending quizzes help you build a solid foundation on thesubject at your own speed. This fast and easy guide helps you: Determine your investment personality to increase your success Protect your money from the next market downturn Boost returns while managing risk with the right allocation strategies Understand balance sheets, income statements, and other documents Generate greater returns from your 401(k), IRA, or other retirement account Simple enough for a novice but challenging enough for an experienced investor, Investing DeMYSTiFieD helps you put your money in the right places, whetheryou're looking to earn quick cash or build for the future.

Personal Finance Demystified

Personal Finance Demystified
Author: Tefera Tibebu Beyene
Publisher: Tefera Tibebu Beyene
Total Pages: 93
Release: 2023-03-11
Genre: Education
ISBN:

This book introduces the reader to various financial concepts, such as personal financial planning, budgeting, cash management, investments, money management, tax, credit, banking, insurance, retirement and post-retirement planning, personal financial statements, and estate planning. The goal of this book is to demystify finance and provide clear, informal, and easy to understand information, regardless of the reader's financial background. My intention is to break down complex financial concepts and focus on the most used and applicable things for everyday people to know.

Personal Financial Planning

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

"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."--

Life Centered Financial Planning

Life Centered Financial Planning
Author: Mitch Anthony
Publisher: John Wiley & Sons
Total Pages: 248
Release: 2020-11-03
Genre: Business & Economics
ISBN: 1119709091

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.