Author: Joel Kranc Publisher: Tycho Press ISBN: 9781623154783 Category : Business & Economics Languages : en Pages : 0
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.
Author: Joel Kranc Publisher: Tycho Press ISBN: 9781623154783 Category : Business & Economics Languages : en Pages : 0
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.
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.
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." --
Author: K. Elizabeth Publisher: Createspace Independent Publishing Platform ISBN: 9781535225687 Category : Languages : en Pages : 44
Book Description
**RETIREMENT PLANNING & INVESTING BASICS** Is the thought of retirement a stress-filled, panic-inducing, or dreadful prospect? Do you feel overwhelmed when you think of the tasks you need to complete before your retire? Does the thought of financial security throughout retirement loom over your head? Are you worried about how you'll save enough money in order to live the retired life you envision and deserve? Preparing for retirement, no matter who we are or what we do, can be a longwinded, convoluted, and overwhelming process, though it certainly doesn't need to be. With the right amount of research, preparation, planning, support, and advice, anyone can smoothly transition from their life in the workforce to the retired life they've always envisioned. This book will explore and explain how you can do just that. Why Retirement Planning is the book for you: This book, riddled with unique suggestions and illuminating advice, will introduce 8 of the most effective strategies and steps anyone hoping to retire should take. In this book, you'll find: A brief but helpful introduction to your retirement options A discussion about early retirement and the pros and cons that come with it The benefits you'll gain from finding a retirement advisor and an outline of the unique, personalized services they can offer you An exploration of two of the most effective pre-retirement savings plans and accounts Facts about Social Security that clarify any of your existing confusions and demystify the benefits that come with it Incredibly rewarding investment opportunities, how they work, how you'll benefit, and things to be cautious of 2 concise but highly informative lists of questions you should ask yourself and actions you should complete before you retire.
Author: Arthur S. Montgomery Publisher: ISBN: 9781608609352 Category : Business & Economics Languages : en Pages : 188
Book Description
So You Want to Retire is a practical, easy-to-read guide to retirement planning. For over 19 years, the author interviewed hundreds of retirees and pre-retirees to discover their experiences and advice for others.Arthur S. Montgomery reports that the same issues and concerns recur frequently. His book gives examples of some of the more common mistakes retirees make and shows ways to avoid making them. He not only covers financial planning for retirement, but also advises on the physical and mental health aspects that, when handled properly, can relieve burdens placed on loved ones.Montgomery says there are many ways for retirees to stay active, yet not be over-committed. He also points out the resources available to help pre-retiree have more information to make informed decisions. This book is for anyone who ever plans to retire Author and financial advisor Arthur S. Montgomery has written articles for publications since 1992, but this is his first book. He has advised retirees for nearly two decades. After reading several books on retirement planning and dealing with being downsized, I couldn't find any one book that answered all of the larger questions that most pre-retirees have regarding retirement planning. So I decided to write one that answered those questions. The Missouri native is married and has three children.
Author: Michael L. Ingaglio Publisher: ISBN: 9781593300807 Category : Business & Economics Languages : en Pages : 108
Book Description
"14 Financial Planning Basics for ANY Economy" was written by Michael Ingaglio, CFP, to help the average person understand Retirement Planning and investing a little better. The book starts with basic concepts such as "What is Risk?" and "Stocks and Bonds" and builds slowly. Important strategies such as Mutual Funds, IRAs, 401(k)s, Annuities, Life Insurance, Education Funding and even Long Term Care Insurance are covered. Near the end, more sophisticated topics such as Estate Planning are dealt with in a practical and straightforward manner. Two "bonuses" and a checklist of questions to ask prospective Financial Advisors are included.
Author: Jay Lumbert Publisher: ISBN: 9780982706893 Category : Business & Economics Languages : en Pages : 456
Book Description
Americans are not saving enough. We invest poorly. Most retirees depend upon Social Security for over half of their monthly income. Over one third of retirement income comes from working wages. The retirees of tomorrow must be able to support themselves. Everyone knows this. Wealth accumulation is high on everybody's to-do list. Why can't people save and invest effectively? Perhaps you are someone who can't save enough, despite your intentions. Perhaps you save, but don't know how to invest wisely. This book introduces effective strategies that can help anyone increase their retirement saving and wealth accumulation. Jay's companies have serviced more than a thousand retirement plans. Jay has helped thousands of individuals plan for financial security and spoken at seminars across the country. He has trained dozens of other advisors, who now enjoy successful financial planning careers. Jay Lumbert learned ways to teach complex topics, in ways that everyone can understand. This book shares some of Jay's unique and effective strategies. Retirement Planning Simplified By Jay combines basic graphics with simple explanations of everything someone needs to achieve financial security. It lays out the facts. It builds concrete examples of what must be learned, and illustrates them in ways that anyone can understand. Then the book provides a simple action plan that everyone can use.
Author: John E. Grable Publisher: ISBN: 9781954096578 Category : Languages : en Pages : 0
Book Description
The book not only highlights various elements involved in comprehensive financial planning, including estate, tax, cash flow, education planning, and much more-but also introduces important behavioral perspectives and communication techniques. As a way to synthesize these pieces and learn how the plan writing process unfolds, students follow a running case-the Hubble family. This title features: A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial planning approaches that can be applied to a variety of clients and client circumstances. A chapter-by-chapter focus on analytical tools and techniques that can be used to evaluate client data. An example of a complete written financial plan with explanations about how analyses lead to the recommendations. Chapter-based learning aids, including access to a fully integrated Financial Planning Analysis Excel package and other online support materials, including video examples of client communication and counseling strategies. Instructions on how to do calculations essential to creating a financial plan. Numerous self-test questions to test comprehension of material. New in the 2nd Edition: Updated materials that address CFP Board's new Client Psychology learning outcomes. Videos that can be used to illustrate client communication and counseling techniques. Revised and expanded test bank. Updated Excel package. Topics Covered: CFP Board's 7-step financial planning process. Step-by-step guide to formulating a financial plan and presenting it to a client. Guides for different types of financial planning such as life insurance planning, long-term care insurance planning, and retirement planning. Comprehensive Hubble case. And More! See the "Table of Contents" section for a full list of topics
Author: Joel Kranc
Author: Joel Kranc
Author: Marshall Weintraub
Author: Eric Kevin Tyson
Author: Jill Booker
Author: K. Elizabeth
Author: Arthur S. Montgomery
Author: Michael L. Ingaglio
Author: Jay Lumbert
Author: John E. Grable
Author: Michael A. Dalton