Planning a Successful Future Ebook Tooltip Ebooks kunnen worden gelezen op uw computer en op daarvoor geschikte e-readers. Managing to Be Wealthy for Individuals and Their Advisors
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- Engels
- E-book
- 9781119187974
- 24 februari 2016
- 304 pagina's
- Adobe ePub
Samenvatting
A deeply insightful guide to goal-based financial planning and wealth management
Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action.
The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth.
- Create a realistic and goal-based financial plan
- Take a more proactive approach to your finances
- Identify your goals and how to achieve them
- Allocate investments appropriately for your situation
Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.
Productspecificaties
Inhoud
- Taal
- en
- Bindwijze
- E-book
- Oorspronkelijke releasedatum
- 24 februari 2016
- Aantal pagina's
- 304
- Ebook Formaat
- Adobe ePub
- Illustraties
- Nee
Betrokkenen
- Hoofdauteur
- John E. Sestina
- Hoofduitgeverij
- Wiley
Lees mogelijkheden
- Lees dit ebook op
- Desktop (Mac en Windows) | Kobo e-reader | Android (smartphone en tablet) | iOS (smartphone en tablet) | Windows (smartphone en tablet)
Overige kenmerken
- Editie
- 1
- Studieboek
- Ja
- Verpakkingsgewicht
- 408 g
EAN
- EAN
- 9781119187974
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