Introduction to Personal Financial Planning

Introduction to Personal Financial Planning PDF Author: KENDALL HUNT PUB CO
Publisher:
ISBN: 9781465203595
Category : Business & Economics
Languages : en
Pages : 266

Get Book

Book Description

Introduction to Personal Financial Planning

Introduction to Personal Financial Planning PDF Author: KENDALL HUNT PUB CO
Publisher:
ISBN: 9781465203595
Category : Business & Economics
Languages : en
Pages : 266

Get Book

Book Description


Introduction to Personal Finance

Introduction to Personal Finance PDF Author: John E. Grable
Publisher: Wiley Global Education
ISBN: 1119547482
Category : Law
Languages : en
Pages : 624

Get Book

Book Description
Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey is designed to help students avoid early financial mistakes and provide tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals.

Personal Financial Planning

Personal Financial Planning PDF Author: G. Victor Hallman
Publisher: Macgraw-Hill
ISBN: 9780070256415
Category : Business & Economics
Languages : en
Pages : 442

Get Book

Book Description
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.

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning PDF Author: Susan M. Tillery
Publisher: John Wiley & Sons
ISBN: 1119421233
Category : Business & Economics
Languages : en
Pages : 464

Get Book

Book Description
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.

College Success

College Success PDF Author: Amy Baldwin
Publisher:
ISBN: 9781951693169
Category :
Languages : en
Pages :

Get Book

Book Description


Financial Planning Basics for Doctors

Financial Planning Basics for Doctors PDF Author: Marshall Weintraub
Publisher: Archway Publishing
ISBN: 148087213X
Category : Business & Economics
Languages : en
Pages : 389

Get Book

Book Description
Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

Introduction to Personal Financial Planning

Introduction to Personal Financial Planning PDF Author: Alexander Kondeas
Publisher: Kendall/Hunt Publishing Company
ISBN: 9781465231376
Category : Business & Economics
Languages : en
Pages : 264

Get Book

Book Description
Introduction to Personal Financial Planning: A Practical Approach

Personal Finance

Personal Finance PDF Author: JACK R. KAPOOR
Publisher:
ISBN: 9781260110685
Category :
Languages : en
Pages :

Get Book

Book Description


The One-Page Financial Plan

The One-Page Financial Plan PDF Author: Carl Richards
Publisher: Portfolio
ISBN: 1591847559
Category : Business & Economics
Languages : en
Pages : 226

Get Book

Book Description
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.

Introduction to Personal Finance

Introduction to Personal Finance PDF Author: John E. Grable
Publisher: John Wiley & Sons
ISBN: 1119797063
Category : Business & Economics
Languages : en
Pages : 658

Get Book

Book Description
Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey, 2e is designed to help students avoid early financial mistakes and provide the tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals.