Financial Planning Fundamentals

Financial Planning Fundamentals PDF Author: Jill Booker
Publisher: CCH Canadian Limited
ISBN: 9781553676508
Category : Finance, Personal
Languages : en
Pages :

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 : 406

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.

Retirement Planning

Retirement Planning PDF Author: Eric Kevin Tyson
Publisher:
ISBN: 9781119472889
Category : Finance, Personal
Languages : en
Pages : 216

Book Description
"Create a financial strategy for retirement with this exclusive guide available only at Barnes & Noble. Retirement brings with it relief and worries - relief that you no longer have to work, but worries that you will no longer be bringing home a paycheck. This book helps you lay those concerns to rest. It explains how your spending will change in retirement, how to make the most of various sources of retirement income, and what you can do now to boost your income in your golden years. If you're not sure how much money you'll need in the years to come, you'll also find a step-by-step analysis to help you determine if you're on track and are saving enough." --

Comprehensive Practices in Risk and Retirement Planning

Comprehensive Practices in Risk and Retirement Planning PDF Author: Jill Booker
Publisher: CCH Canadian Limited
ISBN: 9781553676966
Category : Finance, Personal
Languages : en
Pages :

Book Description


Retirement Planning in 8 Steps

Retirement Planning in 8 Steps PDF Author: Joel Kranc
Publisher:
ISBN: 9781623154783
Category : Business & Economics
Languages : en
Pages : 150

Book Description
Need to start thinking about retirement but don't know where to start? Retirement Planning in Easy 8 Steps is a quick and easy way to start learning about retirement planning, helping you envision your ideal retirement and how to get there through investment planning, maximizing social security benefits and the other basics central to sound financial planning for retirement. Retirement Planning in 8 Easy Steps includes: 8 steps to help you reach your financial goals and achieve your dream lifestyle Straightforward strategies for building a secure savings plan Useful worksheets to help you stay on track and meet your goals Charts, terms & resources that simplify investing and budgeting Start your retirement planning today with these basic but essential strategies explained clearly by award-winning financial journalist Joel Kranc.

The Complete Idiot's Guide to Retirement Planning

The Complete Idiot's Guide to Retirement Planning PDF Author: Jeffrey J. Wuorio
Publisher: Penguin
ISBN: 144062643X
Category : Business & Economics
Languages : en
Pages : 368

Book Description
A necessary plan for a secure and comfortable retirement. Everybody wants to retire with personal and financial peace of mind. But the question is always; will there be enough money to fund a comfortable lifestyle? That's where this book comes to the rescue, addressing every concievable concern - from healthcare to Social Security - about setting up a sound plan for retirement. And it's never too late to start. ? The Centre for Retirement Research at Boston College reports that 43% of Americans fall short of their pre-retirement income. ? Robert Powell of MarketWatch agrees that 'Americans have little set aside for retirement' ? Written by a nationally recognised financial expert ? Perfect for the nearly eight million baby boomers approaching retirement

Fundamentals of Financial Planning

Fundamentals of Financial Planning PDF Author: David Mark Cordell
Publisher: Amer College
ISBN:
Category : Business & Economics
Languages : en
Pages : 784

Book Description


Estate Planning Basics

Estate Planning Basics PDF Author: Denis Clifford
Publisher: Nolo
ISBN: 1413329462
Category : Law
Languages : en
Pages : 248

Book Description
This book provides concise, straightforward, and easy to read information about the major components of estate planning – without going into endless detail about arcane options that apply only to the wealthy. Topics include: Wills. Why you need one, how to make one, and when having just a will is enough. Living Trusts. When they’re useful, how they work, and whether you need a lawyer to make one. Young Beneficiaries. How to protect gifts you leave to young people to young people, by naming a responsible adult to manage the property until they come of age. Avoiding Probate. What is probate, why you might want to avoid it, and how to do it. Planning for Incapacity. Why you should make powers of attorney and health care directives to plan for a time when you cannot make decisions about your finances or your medical care. Best-selling Nolo author Denis Clifford uses plain English to make these estate planning issues easy to understand, and he lets you know which tasks you can handle yourself and when you’ll need a lawyer’s help.

Practicing Financial Planning

Practicing Financial Planning PDF Author: Sid Mittra
Publisher: SAGE Publishing India
ISBN: 938606202X
Category : Business & Economics
Languages : en
Pages : 852

Book Description
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.

The New Working Woman's Guide to Retirement Planning

The New Working Woman's Guide to Retirement Planning PDF Author: Martha Priddy Patterson
Publisher: University of Pennsylvania Press
ISBN: 9780812217032
Category : Business & Economics
Languages : en
Pages : 303

Book Description
An attorney specializing in employee benefits law describes why saving for retirement is more challenging for women than for men and provides practical advice on saving and investing for retirement. Includes updated information on new retirement options such as Roth IRAs, cash balance plans, SIMPLE plans, and coverage of 401(k) plans, as well as discussing the future of Social Security. Annotation copyrighted by Book News, Inc., Portland, OR