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Author: Ethan Schmidt
Publisher:
ISBN: 9781734938678
Category :
Languages : en
Pages : 58
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Book Description
Does your financial plan provide the best opportunity to achieve your goals? Trying to find essential, concise, and clear information? Want to enjoy the process? WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations. TESTIMONIALS: "I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!" Dan Schweigel, CEO Schweigel Capital LLC "This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!" Leor Elfassy, Business Owner, Sound Specialists "I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it." Aaron Buchanan, Managing Partner, Braddock Investment Group ABOUT THE AUTHOR: Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.
Author: Ethan Schmidt
Publisher:
ISBN: 9781734938678
Category :
Languages : en
Pages : 58
Get Book
Book Description
Does your financial plan provide the best opportunity to achieve your goals? Trying to find essential, concise, and clear information? Want to enjoy the process? WINNING the Financial Planning Game explains how to transform personal finance into a fun and exciting problem solving challenge. Ethan focuses on core fundamentals that will clarify the execution of effective strategies. Become inspired to examine your financial plan and fulfill your life aspirations. TESTIMONIALS: "I've been inspired to review my financial situation. The changes I've made will build and protect my wealth more effectively!" Dan Schweigel, CEO Schweigel Capital LLC "This book is straightforward, concise, and educational. It taught me how to construct a sound financial foundation. I'm on the path to winning!" Leor Elfassy, Business Owner, Sound Specialists "I've learned a tremendous amount about finance. It doesn't matter if you are 21, 40, or 65; anyone will benefit from reading it." Aaron Buchanan, Managing Partner, Braddock Investment Group ABOUT THE AUTHOR: Ethan Schmidt assists individuals in designing a winning financial game plan to achieve personal goals. He is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Planning Counselor. He created an investment division called Catalyst Wealth Management at his father's boutique insurance and estate planning business in Chicago. As President and Partner, he takes pride in building long-lasting relationships and has a unique ability to design customized portfolios. Ethan focuses on concepts that will guide and reveal how to WIN the financial planning game.
Author: Vern C. Hayden, CFP
Publisher: John Wiley & Sons
ISBN: 0471465534
Category : Business & Economics
Languages : en
Pages : 257
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Book Description
A long-term game plan for investment success What matters most in achieving financial success is not how well one plays any single round of the investment game, but whether they have a well thought out and complete investing game plan. An investing game plan is a strategy designed to help investors fulfill both their short- and long-term financial goals. In a straightforward manner, Getting an Investing Game Plan explains why every investors needs a game plan for both wealth creation and wealth preservation, how to create one that suits their personal risk tolerance level, and maybe most importantly, how to stick to their plan despite market conditions. Vern C. Hayden, CFP (Westport, CT), is a certified financial planner in private practice with more than thirty-two years of experience. He regularly appears as an expert on leading national news and financial television programs, and has also been a regular contributor to the financial press, including TheStreet.com, where he wrote more than 100 columns. Maura Webber (Chicago, IL) is a freelance writer who regularly contributes for the Chicago Sun-Times and Bloomberg News. She has been a reporter for Bloomberg News, the Philadelphia Business Journal, and the Philadelphia Inquirer.
Author: Skyline Publishing
Publisher: Independently Published
ISBN: 9781095218440
Category :
Languages : en
Pages : 112
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Book Description
I've always said that if I don't take care of my money, then someone else will be more than willing to do it for me - to their advantage. Since I didn't want that to happen, I created a financial overview and detail plan that helps me keep my money under my own control, without relinquishing control of the finer details, too. I am sharing this journal with you, in hopes that you will find it helpful to gain control of your financial future. While earning enough money is important, it's not enough. You must handle the money correctly. That's the point of this financial journal. The book starts off with your overview of present situation and goals for the year, then burrows down into the monthly details. Since the journal is NOT dated, you can start any time. It covers the yearly overview and gives you room for a full year's worth of planning and tracking. Join me in this year's financial planning quest. I know you can do it, and with the help of this book to track and plan, you will soon know it too!
Author: Kevin Ikeno
Publisher: iUniverse
ISBN: 1532005784
Category : Business & Economics
Languages : en
Pages : 212
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Book Description
Theres an old saying often attributed to Benjamin Franklin: If you fail to plan, you are planning to fail. That tenet shines through bright and clear in this financial guide that is geared for Canadians but can be used by anyone to cut expenses, save money and start living his or her dreams. Kevin uses straightforward language and real-life examples so you can establish healthy financial habits upon landing your first professional job, navigate living in Canada as a new resident, evaluate the lifestyle you want in retirement and take practical steps to achieve financial goals. Youll also learn how to read and create a cash flow statement, net worth statement and a budget. Financial assessment tools and personal financial assessment quizzes help you build an even stronger foundation to move toward a better financial future. Whether its saving money, earning more or putting the money you have saved and will save to work, youll find out how to make savvy moves that pay off big in Stacking the Deck.
Author: CLU ChFC McLaughlin CFP®
Publisher:
ISBN: 9781732857346
Category : Business & Economics
Languages : en
Pages : 102
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Book Description
Making proper retirement planning a priority sooner rather than later can help prevent you from making the big money mistakes that take you out of the retirement game--bad habits that, when perpetuated or compounded over time, yield bad results. Today's retirees have access to newer tools to plan for and approach their retirement, but unfortunately many either don't use or don't know how to utilize them. In their book, How to Win the Retirement Game, co-authors Bill McLaughlin and Kristin McLaughlin demystify retirement myths and help you learn how to augment your retirement savings and prepare for what may be the inevitable. No single investment is bulletproof today, and retirees need more than one solution to keep their heads above water, stay in the game, and ultimately win. With the guidance of the McLaughlins, hope and uncertainty can be replaced with the peace of mind that comes from information, professional guidance, and a solid plan.
Author: Bryton W Keyes
Publisher:
ISBN:
Category :
Languages : en
Pages : 160
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Book Description
In an age where it is easier than ever to search the internet for financial advice, it is tougher and tougher to work through the clutter and find good advice. Too many people pay little to no attention to their finances and where their money goes. This is something that can destroy people over time and prevent them from achieving goals they want to achieve in life. We work so hard for our money; shouldn't we make it work just as hard as we do?Sports can provide a unique approach helping explain concepts to people in many different ways. But what about personal finance? Do sports offer relevant lessons in how people can improve their spending? Cover their risks? Invest more wisely? I know that sports can bridge the gap between this abstract financial world and reality. That's my goal of this book. There are many personal finance books out there but what makes this book unique is its intertwining of the worlds of sport and finance. Explaining things like investing or asset allocation in sports scenarios that make it more interesting and relatable than complicated and boring finance talk. I want to take personal finance topics and concepts and put them into a sports situation that helps explain the topic in a simple way and make it more fun! Because yes, you don't need to be a financial whiz to have a solid financial picture. Once this book shows you the basics of financial planning through a sports lens, you will be surprised how much of it is common sense! This book will be your playbook to financial success. Time to get off the bench and get in the game. Let the training (or games?) begin!
Author: Snow Press
Publisher: Independently Published
ISBN: 9781095218457
Category :
Languages : en
Pages : 112
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Book Description
I've always said that if I don't take care of my money, then someone else will be more than willing to do it for me - to their advantage. Since I didn't want that to happen, I created a financial overview and detail plan that helps me keep my money under my own control, without relinquishing control of the finer details, too. I am sharing this journal with you, in hopes that you will find it helpful to gain control of your financial future. While earning enough money is important, it's not enough. You must handle the money correctly. That's the point of this financial journal. The book starts off with your overview of present situation and goals for the year, then burrows down into the monthly details. Since the journal is NOT dated, you can start any time. It covers the yearly overview and gives you room for a full year's worth of planning and tracking. Join me in this year's financial planning quest. I know you can do it, and with the help of this book to track and plan, you will soon know it too!
Author: Alexa von Tobel
Publisher: Crown Currency
ISBN: 0385347626
Category : Business & Economics
Languages : en
Pages : 338
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Book Description
Finally, a financial plan that lets you be YOU, only richer. It’s time to throw away all your old notions of what financial advice should look like. Because if you’re looking for a book to put you on an austerity savings plan that has you giving up vacations and lattes, you’re out of luck. But if you’re looking to get your finances in rock-hard shape--in less time than it takes to finish a workout--then Alexa von Tobel, Founder and CEO of LearnVest, has your back. How? Through the LearnVest Program. First, you’ll take stock of where you stand today. Then, you’ll create your customized 50/20/30 plan. 50/20/30 simply refers to the percentage breakdown of how to spend your take-home pay each month. The 50 gets the essentials out of the way so you don't have to stress about them. The 20 sets your foundation for the future, then the 30 is left to spend on the things that bring happiness to your life. By the time you’re finished reading this book, you’ll walk away with a financial game plan tailored to your priorities, your hopes and dreams, and your lifestyle. And, because von Tobel and the team at LearnVest are experts at financial planning in the online era, you’ll also learn how to integrate your financial plan into your mobile, social, digital life. Like your own personal financial planner between two covers, this book will set you up for a secure, worry-free money future, without having to give up things you love. So toss those old-school financial guides out the window, and get ready to start living your richest life.
Author: Greg Taylor
Publisher: Advantage Media Group
ISBN: 1599323370
Category : Business & Economics
Languages : en
Pages : 153
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Book Description
It's a Whole New Game We've all experienced life's "game changers" that alter our course. We graduate, we marry, we have children, we get that big promotion. And we retire. Happy times - or they should be. But what do you do when those paychecks stop? Suddenly, the rules have changed. Retirement is a whole new game - and not the kind you find in casinos, though far too many treat it that way. Don't let Wall Street and Uncle Sam steal your joy. Taylor and his team of professionals - experts in elder law, estate planning, insurance and investment - know how to play it both safe and profitable. Taylor can help you turn your nest egg into a guaranteed stream of lifelong income, and much more. He knows how to grow it to beat inflation with a healthy return, free of risk and secure from the stockbroker's grips. He knows ways to assure you'll get the kind of long-term care you want, if you need it - and if you don't, the money can go to your heirs, tax-free. It takes a good game plan, custom designed for your unique needs, and it takes a dedicated team to lead you to victory. You have the ability to win, no matter what - and Greg Taylor is the coach who makes it happen.
Author: Charles D. Ellis
Publisher: McGraw Hill Professional
ISBN: 9780071387675
Category : Business & Economics
Languages : en
Pages : 200
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Book Description
"Winning the Loser's Game is considered by many to be a classic analysis of investing."Financial Planning The premise of the bestselling Winning the Loser's Gamethat individual investors can achieve far greater success working with financial markets than against themhas grown increasingly popular in today's hard-to-predict markets. The latest edition of this concise yet comprehensive classic offers updated strategies to leverage the power of time and compounding, protect against down cycles, and more.
