The Financial Planning Workbook
| Author | : Coventry House Publishing |
| Publisher | : Coventry House Publishing |
| Total Pages | : 125 |
| Release | : 2024-07-19 |
| Genre | : Business & Economics |
| ISBN | : |
Financial Planning Workbook
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The Financial Peace Planner
| Author | : Dave Ramsey |
| Publisher | : Penguin |
| Total Pages | : 292 |
| Release | : 1998-01-01 |
| Genre | : Business & Economics |
| ISBN | : 9780140264685 |
Get out of debt and stay out with the help of Dave Ramsey, the financial expert who has helped millions of Americans control their money The Financial Peace Planner may be the most valuable purchase you ever make. Dave Ramey's practical regimen, based on his own personal experience with debt, offers hard-won advice and much needed hope to people who find themselves in serious debt and desperate for a way out. This book comes in a workbook format, allowing you to frequently monitor your progress and, most importantly, to face your situation honestly. Loaded with inspirational insights that come from personal experience, this set of books will be life changing for any debt-ridden readers. You'll find help on how to: • Assess the urgency of your situation • Understand where your money's going • Create a realistic budget • Dump your debt • Clean up your credit rating
The F.I.R.E. Planner
| Author | : Michael Quan |
| Publisher | : Simon and Schuster |
| Total Pages | : 192 |
| Release | : 2021-05-04 |
| Genre | : Business & Economics |
| ISBN | : 1982169656 |
Plan for your financial future with this interactive guide to everything there is to know about mindful spending, strict saving regimes, clever investments, and sustainable living so you can achieve financial independence early and, ultimately, live a more simple, happier life. F.I.R.E—Financial Independence, Retire Early—is a popular lifestyle movement amongst millennials and Gen Xers. The F.I.R.E. Planner is the first illustrated, interactive guide to putting this philosophy into practice. This accessible book teaches you everything there is to know about strict savings, smart investing, mindful spending, and living sustainably to ensure financial independence for a much simpler and happier life. Start planning for your future life today and make the most of your current income so you can live the life of your dreams.
Financial Planning Workbook
| Author | : Larry Burkett |
| Publisher | : |
| Total Pages | : 132 |
| Release | : 1995-07 |
| Genre | : Business & Economics |
| ISBN | : 9780802425454 |
Burkett offers practical advice about managing your finances and provides a series of easy-to-follow worksheets that allow you to structure and maintain your family's budget.
The Ultimate Financial Plan
| Author | : Jim Stovall |
| Publisher | : John Wiley & Sons |
| Total Pages | : 288 |
| Release | : 2011-08-24 |
| Genre | : Business & Economics |
| ISBN | : 1118107969 |
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
| Author | : Bill Bachrach |
| Publisher | : |
| Total Pages | : 174 |
| Release | : 2000 |
| Genre | : Business & Economics |
| ISBN | : 9781887006033 |
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 ...
So You Want to Be a Financial Planner
| Author | : Nancy Langdon Jones Cfp(r) |
| Publisher | : |
| Total Pages | : 280 |
| Release | : 2015-08-10 |
| Genre | : |
| ISBN | : 9780985259426 |
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.
The Extreme Retirement Planning Workbook
| Author | : Jeff C. Johnson |
| Publisher | : |
| Total Pages | : |
| Release | : 2015-02-28 |
| Genre | : |
| ISBN | : 9780991645589 |
The Extreme Retirement Planning Workbook is your no-nonsense guide to retirement planning and investing."...I think [this] is a must-have tool for every person's retirement-planning toolbox! After 30 years in the investment and retirement industry, this easy-to-follow, results-oriented, and step-by-step process is really a breath of fresh air. If you are already retired, use this book as a second opinion and a 'tune-up.' If you are just starting to plan your retirement, don't let this valuable tool slip through your fingers!" --Jim Lunney, CFP®, CEP, author "Surviving the Storm", Certified Financial Planner Professional, Certified Estate Planner, Registered Investment Advisor
The History of Financial Planning
| Author | : E. Denby Brandon, Jr. |
| Publisher | : John Wiley & Sons |
| Total Pages | : 379 |
| Release | : 2009-09-17 |
| Genre | : Business & Economics |
| ISBN | : 0470553790 |
The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names "four initial engines of growth" that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years.
The Total Money Makeover Workbook
| Author | : Dave Ramsey |
| Publisher | : Thomas Nelson |
| Total Pages | : 253 |
| Release | : 2004-01-19 |
| Genre | : Business & Economics |
| ISBN | : 1418572276 |
A simple, straight-forward game plan for completely making over your money habits! Best-selling author and radio host Dave Ramsey is your personal coach in this informative and interactive companion to the highly successful New York Times bestseller The Total Money Makeover. With inspiring real-life stories and thought-provoking questionnaires, this workbook will help you achieve financial fitness as you daily work out those newly defined money muscles. Ramsey will motivate you to immediate action, so you can: Set up an emergency fund (believe me, you're going to need it) Pay off your home mortgage?it is possible. Prepare for college funding (your kids will love you for it) Maximize your retirement investing so you can live your golden years in financial peace Build wealth like crazy! With incentive exercises that really do exercise your spending and saving habits, Ramsey will get your mind and your money working to make your life free of fiscal stress and strain. It's a no-nonsense plan that will not only make over your money habits, but it will also completely transform your life.
