Be Your Own Financial Adviser
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Be Your Own Financial Adviser
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Author : Jonquil Lowe
language : en
Publisher: Pearson UK
Release Date : 2012-09-26
Be Your Own Financial Adviser written by Jonquil Lowe and has been published by Pearson UK this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-09-26 with Business & Economics categories.
Many people stumble through their financial life reacting to events and advice in an ad hoc way. As a result, few choose the most suitable financial products, some fall prey to misselling and many never realise their financial goals. Are you one of them? Be Your Own Financial Adviser shows you how to make sensible financial decisions without the need for expensive advice. Its accessible style, examples and case studies explain and evaluate financial products and put you firmly in control of your own financial well-being. It will advise on how to adopt the best saving, spending and investment strategies, make decisions tax-efficiently, manage risk wisely and protect and enhance your wealth. It also suggests when professional help is a good idea, and shows you how to protect yourself against misselling and get the best out of your adviser. Be Your Own Financial Adviser will show you how to: Stress-test your financial decisions Take advantage of legal tax breaks Achieve your financial goals Manage and preserve your wealth Accessing financial products and services is not difficult - there is no shortage of commercials, advertisements, direct mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money. But choosing which products are right for you can be a hit and miss approach. Good financial planning requires a systematic strategy. You should start by assessing your own particular circumstances, attitudes and timescales and then work out how you can implement your strategy on a long term basis. Let Be Your Own Financial Adviser be your guide to making better financial decisions. It includes advice on the following: Financial planning Do you need an adviser? Protecting your income Providing for your family Health and care Somewhere to live Building a pension Retirement choices Saving and investing Managing your wealth Passing it on
Become Your Own Financial Advisor
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Author : Warren Ingram
language : en
Publisher: Penguin Random House South Africa
Release Date : 2013-07-01
Become Your Own Financial Advisor written by Warren Ingram and has been published by Penguin Random House South Africa this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-07-01 with Business & Economics categories.
YOUR STEP-BY-STEP GUIDE TO FINANCIAL PEACE OF MIND! How can you become financially secure with the resources at your disposal? What is the safest way to invest, and accumulate, money? And why is it never too late to start planning your financial well-being? Money plays a role in nearly every aspect of our lives, and yet very few of us know how to save, where to invest and how to avoid money troubles. This highly accessible book is aimed at anyone who wants to improve their financial situation, from the financial novice who needs clear basic guidelines on how to deal with money to those who are more financially savvy but want to supplement their knowledge. Covering a range of topics, from saving, investing, debt management, buying a house to blunders to avoid, Become Your Own Financial Advisor provides people of all ages and levels of wealth with practical information on how to improve their finances. And, in the process, proves that financial freedom is possible for everyone.
Essentials Of Personal Financial Planning
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Author : Susan M. Tillery
language : en
Publisher: John Wiley & Sons
Release Date : 2017-03-27
Essentials Of Personal Financial Planning written by Susan M. Tillery and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-03-27 with Business & Economics categories.
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.
Diy Financial Advisor
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Author : Wesley R. Gray
language : en
Publisher: John Wiley & Sons
Release Date : 2015-08-31
Diy Financial Advisor written by Wesley R. Gray and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-08-31 with Business & Economics categories.
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments—independent of the size of the investment pool—could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can—or should—we be managing our own wealth? Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you—not for someone else!
The Holy Spirit Your Financial Advisor
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Author : Dr. Creflo Dollar
language : en
Publisher: Hachette UK
Release Date : 2013-09-17
The Holy Spirit Your Financial Advisor written by Dr. Creflo Dollar and has been published by Hachette UK this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-09-17 with Religion categories.
Most people are cautious about any advice they receive concerning their finances. But what if that advice were to come from the Holy Spirit, the third person of the Trinity? In The Holy Spirit, Your Financial Advisor, Dr. Creflo Dollar investigates what the Bible has to say about the role of the Holy Spirit in the area of making and keeping money and discovers some surprising truths. In this book, readers will discover that the Holy Spirit will help them . . . Know what God's word says about the person and work of the Holy Spirit Hear and obey the guidance provided by the Holy Spirit Access supernatural power to manage money Apply practical knowledge to take control of finances Tap into the wisdom of total life prosperity Change a poverty mindset Discover God's system of seedtime and harvest Practice true success Practical application questions and activities at the end of each chapter provide the reader with further helpful strategies for obtaining financial freedom.
Values Based Financial Planning
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Author : Bill Bachrach
language : en
Publisher:
Release Date : 2000
Values Based Financial Planning written by Bill Bachrach and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000 with Business & Economics categories.
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 ...
Personal Financial Planning
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Author : Kwok Ho
language : en
Publisher: North York, Ont. : Captus Press
Release Date : 1998
Personal Financial Planning written by Kwok Ho and has been published by North York, Ont. : Captus Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 1998 with Finance, Personal categories.
Be Your Own Financial Planner
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Author : Homer W. Worrell
language : en
Publisher: Dorrance Publishing
Release Date : 2019-11-25
Be Your Own Financial Planner written by Homer W. Worrell and has been published by Dorrance Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-11-25 with Business & Economics categories.
Be Your Own Financial Planner By: Homer W. Worrell Homer W. Worrell’s financial planning career of 22 years has given him the knowledge and drive to help many Americans who cannot afford a financial planner. Most Americans are deserving of financial freedom but do not have the resources to afford financial planning fees or the cost of brokered financial products. Worrell wrote his book to correct this situation. Be Your Own Financial Planner is a simple do-it-yourself guide to seek financial freedom in your lifetime.
Diy Financial Planning
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Author : Barbara Smith
language : en
Publisher: John Wiley & Sons
Release Date : 2014-03-27
Diy Financial Planning written by Barbara Smith and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-03-27 with Business & Economics categories.
Do you manage your finances so that you will have a comfortable lifestyle when you retire? Is your money working as hard for you as it possibly can? If you answered no to either of these questions, then this book is for you. In the 1st edition of this bestseller, Barbara Smith and Ed Koken -- popular authors, certifi ed financial planners and superannuation specialists -- showed you how to create your own comprehensive financial plan and put it into practice. In the 2nd edition, they also show you how to: afford your own home and use it to create wealth from other asset classes use the internet to manage your finances invest in popular products like CFDs and managed investments make the most of government bonuses and grants. Don't spend hundreds of dollars on financial planning when you can do it yourself with Smith and Koken!
Financial Planning And Personal Finance
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Author : E. Thomas Garman
language : en
Publisher: Cengage AU
Release Date : 2022-09-01
Financial Planning And Personal Finance written by E. Thomas Garman and has been published by Cengage AU this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-09-01 with Business & Economics categories.
Financial Planning and Personal Finance 1st Edition is the most comprehensive text on the market, covering both professional Financial Planning and Personal Finance. Using a structured, step-by-step approach and capturing the latest FASEA and FSLA requirements, students learn how to save and invest, manage loans, file taxes, decrease credit card debt, and plan for their future and advise clients on theirs. Australia/New Zealand terminology, legislation and methodologies along with real-life scenarios covering a wide range of financial challenges enable students to appreciate the relevance of key concepts, and useful advice from personal finance and financial planning experts helps them apply those concepts. Maths-based examples illustrate the critical importance of achieving long-term financial goals through investing. Instructor resources include solutions manual, PowerPoints, Test Bank, My Personal Financial Planner MS Word worksheets and Excel calculators.