Confessions Of A Financial Planner
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Confessions Of A Financial Planner How To Get Great Advice Avoid Financial Scams
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Author : David Holland
language : en
Publisher: Lulu.com
Release Date : 2011-07-08
Confessions Of A Financial Planner How To Get Great Advice Avoid Financial Scams written by David Holland and has been published by Lulu.com this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-07-08 with Business & Economics categories.
In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner. He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David's practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?
Confessions Of A Financial Planner
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Author : David Holland
language : en
Publisher: Lulu.com
Release Date : 2011-05-20
Confessions Of A Financial Planner written by David Holland and has been published by Lulu.com this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-05-20 with Business & Economics categories.
In Confessions of a Financial Planner: Secrets to a Secure Retirement, author and adviser, David D. Holland, reveals what every serious investor should know to achieve a comfortable retirement. Filled with David's practical insights from 20 years experience, ""Secrets"" provides plain English answers to critical questions, such as: How do I achieve a lifetime of retirement income? What do I do about inflation? How do I address the costs of long-term care? How do I make the right investment choices?David has a reputation for innovative thinking and he is one of the most credentialed financial advisers in the country.
Confessions And Musings Of A Financial Planner
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Author : ROBERT. HEIER
language : en
Publisher:
Release Date : 2021
Confessions And Musings Of A Financial Planner written by ROBERT. HEIER and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021 with categories.
Confessions Of The Last Honest Financial Advisor
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Author : Jason Stevens
language : en
Publisher:
Release Date : 2015-06-01
Confessions Of The Last Honest Financial Advisor written by Jason Stevens and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-06-01 with categories.
Confessions Of A Wall Street Insider A Zen Approach To Making A Fortune From The Coming Global Economic Crisis
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Author : J. S. Kim
language : en
Publisher: Lulu.com
Release Date : 2008-03-25
Confessions Of A Wall Street Insider A Zen Approach To Making A Fortune From The Coming Global Economic Crisis written by J. S. Kim and has been published by Lulu.com this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-03-25 with Business & Economics categories.
In August of 2007, when global stock markets plunged and gold headed to a low of $660 an ounce, many investment experts warned of an imminent drop in the price of gold to $500 an ounce. Instead, J.S. Kim told his clients to buy gold and predicted a month later that gold would reach $850 an ounce by the end of 2007. Gold hit $850 an ounce on January 3, 2007. On November 16,2007, as Wall Street firms advised their clients to "buy the dips", J.S. boldly stated, "Use rallies like the one last Wednesday where the Dow piled on 300+ points in one session to sell out if for some reason you are still heavily invested in U.S. stocks" and predicted that triple-digit losses in the Dow would soon become "commonplace." By the second week of January, the DJIA and the Nikkei 225 had both plunged more than 1,000 points while stock markets in Korea, Hong Kong, and Europe also plummeted. Learn why you shouldn't listen to the investment industry...ever. And discover how to build a fortune from the coming global economic crisis.
What I Didn T Learn From My Financial Planner But Wish I Had
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Author : Jamie McIntyre
language : en
Publisher:
Release Date : 2008
What I Didn T Learn From My Financial Planner But Wish I Had written by Jamie McIntyre and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with Finance, Personal categories.
This book tells how Jamie McIntyre went from broke, $150,000 in debt and sleeping on a friends couch, to his 12 year journey to becoming a millionaire. The book highlights the importance of getting a Financial Education and finding a Millionaire Mentor is critical to achieving millionaire status, and the hinders of a financial planner.
The Million Dollar Difference
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Author : Anna Knight
language : en
Publisher: FriesenPress
Release Date : 2021-10-26
The Million Dollar Difference written by Anna Knight and has been published by FriesenPress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-10-26 with Business & Economics categories.
Meet the Williams and Jacksons. These seemingly identical Canadian couples started out from the same base. But one crucial choice will ultimately determine their futures. The first couple hired a financial planner, utilizing her suggested strategies to create millions of additional wealth over the do-it-yourself couple. As their divergent trajectories demonstrate, getting the right advice at the right time can make all the difference. A testament to the power of financial planning advice, The Million Dollar Difference will open your eyes to what's possible for you and your family. Written as an instructional tool, this book clearly illustrates how everyday Canadians can benefit from professional advice. Through the strategies and examples laid out, you will not only come away better equipped to find the right financial planner to assist you, but better informed about the myriad options available to help you secure your financial future, starting today. You'll learn insider tips on how to keep more money in your pocket, protect your assets, invest for retirement to drastically increase your retirement income, pay less in income tax today and into retirement, and finally ensure the maximum amount of your wealth gets passed on to the next generation. AN ABSOLUTE MUST READ TO ELEVATE your financial education and to truly understand the value of proper financial planning advice.
If God Was Your Financial Planner
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Author : Suresh Sadagopan
language : en
Publisher:
Release Date : 2023-09-14
If God Was Your Financial Planner written by Suresh Sadagopan and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-09-14 with categories.
About the Book FINANCIAL PLANNING MEETS DIVINE INTERVENTION TO GUIDE YOU TOWARDS A HOLISTIC LIFESTYLE. Everyone works for money, but the smart folk make money work for them. Financial planning meets divine intervention in a book that guides you towards that smarter life. Certified financial planner Suresh Sadagopan breaks down complicated investment and savings plans to illustrate how financial planning can be easy-even exciting. He weaves in the stories of his clients, both entertaining and illuminating, to bring these ideas to life in a compelling narrative. Sadagopan's financial planning is guided by Lord Krishna's precepts, a lens through which financial myths and mistakes become easier to see through. The lord even steps in to help Sadagopan with things like retirement planning, asset allocation and risk management, as he guides his clients Bala, Preeti, Kala and Anshuman through financial and life planning. These stories give way to Sadagopan's investigation of various aspects of financial planning, both monetary and otherwise. In each of these facets, he stresses on how closely finance is linked to other aspects of life, such as children's education or retirement planning. If God Was Your Financial Planner is a compelling argument for channelling a spiritual attitude to arrive at smart financial planning. About the Author Suresh Sadagopan is the founder of Ladder7 Financial Advisories, a fee-only financial planning and advisory firm. Ladder7 Financial Advisories is one of the most respected firms in the financial planning and advisory space in India. Suresh is registered as an Investment Adviser (RIA) with the Securities and Exchange Board of India (SEBI). He is an MMS, Certified Financial Planner (CFPCM), Chartered Trust and Estate Planner (CTEPTM) and a Registered Life Planner (RLP). Suresh is passionate about financial planning and has authored several articles and blogs about the same. He also speaks at public forums and appears on TV to educate and coach the public about personal finances, achieving financial freedom and creating wealth. In 2010, Suresh founded The Financial Planners' Guild, India (FPGI), was the founding President for about four years and is the currently the President. He was on the board of directors of Financial Planning Standards Board (FPSB) India-the Certified Financial Planner (CFP) certifying body in India-between 2013 and 2015. He was on the advisory board of the Network FP and FPGI. He is a founding member of the Association of Registered Investment Advisers (ARIA), Suresh has also served as the vice chairman in the past and continues to be on the board. Suresh was listed in the 101 Top Most Influential BFSI Leaders of the World BFSI Congress in 2020 and 2023.
Lifetime Lessons
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Author : Stewart Flaherty
language : en
Publisher: First Edition Design Pub.
Release Date : 2015-11-19
Lifetime Lessons written by Stewart Flaherty and has been published by First Edition Design Pub. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-11-19 with Business & Economics categories.
Stew Flaherty is the Founder and President of Flaherty Consulting Group, an independent financial advisory based in Westerville Ohio. During his 40+ years as a financial advisor, Flaherty has worked with hundreds of individuals and families as they strive towards a more secure financial future and ultimately, a rewarding retirement. His flourishing professional practice is founded on core principles that facilitate a sensible, sustainable approach to successfully managing money. Early in his career, Stew recognized that most financial plans suffered from an inherent flaw. While they looked good on paper, the plans lacked a practical connection to their clients’ lifestyles. To overcome this defect, Flaherty pioneered lifestyle financial consulting, an innovative strategy that provides the critical integration. Clients are able to make sound, realistic financial decisions that align with what is most important in their lives. Importantly, these decisions are made within a secure and nurturing environment. Flaherty has had the privilege of working with multiple generations of families. Parents in these families pass on meaningful financial lessons to their children, such as the principle that successful investing begins not with products but with developing a sound money management process. Flaherty’s leadership and consensus building skills gained national attention when his voluntary struggle to organize, fund and develop a women’s bobsled team resulted in the first ever U.S. Olympic Gold Medal in Women’s Bobsledding at the 2002 Winter Games in Salt Lake City. Despite starting out in 1996 with no sleds, uniforms, coaches, practice facilities, money or support, Flaherty was able to overcome immense obstacles and help inspire a group of enthusiastic young female recruits to achieve their seemingly impossible Olympic Gold dream just six years later. Flaherty achieved this improbable “rags to riches” victory by applying the same principles he uses to help his clients pursue their financial dreams: assess the situation, set goals, create a plan and commit to it. A former mayor and Citizen of the Year award winner in Westerville, Ohio, Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveller, photographer and reluctantly retired hockey player. Stewart Flaherty is a financial advisor located at The Flaherty Consulting Group, 577 Office Parkway Suite A, Westerville, OH 43082. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (614) 891-4844 or at [email protected].
The Financial Planner
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Author :
language : en
Publisher:
Release Date : 2008
The Financial Planner written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008 with categories.