Planning a Successful Future:Managing to be Wealthy for Individuals and Their Asrisors

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.

Planning a Successful Future:Managing to be Wealthy for Individuals and Their Asrisors

Johne Sestina

Wiley

2016

Abstract

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.

Citation

Johne Sestina. Planning a Successful Future:Managing to be Wealthy for Individuals and Their Asrisors. Wiley, 2016

Collection

Lĩnh vực Kinh tế

Related document

Planning a Successful Future:Managing to be Wealthy for Individuals and Their AsrisorsProfit at the bottom of the ladder : Creating value by investing in your workforce Hướng dẫn xây dựng dự toán ngân sách nhà nước năm 2019
Planning a Successful Future:Managing to be Wealthy for Individuals and Their AsrisorsProfit at the bottom of the ladder : Creating value by investing in your workforceHướng dẫn xây dựng dự toán ngân sách nhà nước năm 2019

QR code

Planning a Successful Future:Managing to be Wealthy for Individuals and Their Asrisors

Content

  • Thứ Hai, 08:37 14/11/2022

Tin tiêu điểm

Hướng dẫn khai thác và sử dụng Thư viện Đại học Công nghiệp Hà Nội năm 2024

Hướng dẫn khai thác và sử dụng Thư viện Đại học Công nghiệp Hà Nội năm 2024

Thứ Ba, 14:33 17/09/2024

PGS.TS Nguyễn Thị Hồng Nga, Giám đốc - Trung tâm Đào tạo Sau đại học trao tặng 02 đầu sách ngoại văn cho Trung tâm Thông tin - Thư viện

Thứ Sáu, 07:37 24/05/2024
Hướng dẫn khai thác Bộ sưu tập tài nguyên giáo dục mở (OER)

Hướng dẫn khai thác Bộ sưu tập tài nguyên giáo dục mở (OER)

Thứ Bảy, 15:58 04/05/2024

Truy cập hàng triệu sách điện tử miễn phí với The Online Books Page

Thứ Hai, 08:38 22/01/2024
5 khóa học miễn phí về thiết kế đồ họa

5 khóa học miễn phí về thiết kế đồ họa

Thứ Tư, 09:33 13/12/2023

Các bài đã đăng

Weighted Statistical Testing based on Active Learning and Formal Verification Techniques for Software Reliability Assessment

Weighted Statistical Testing based on Active Learning and Formal Verification Techniques for Software Reliability Assessment

Chủ Nhật, 16:42 01/12/2024
Simulation and Modelling of Electrical Insulation Weaknesses in Electrical Equipment

Simulation and Modelling of Electrical Insulation Weaknesses in Electrical Equipment

Chủ Nhật, 14:54 01/12/2024
Electric Grid Modernization

Electric Grid Modernization

Chủ Nhật, 14:23 01/12/2024
Principles of Accounting, Volume 1: Financial Accounting

Principles of Accounting, Volume 1: Financial Accounting

Chủ Nhật, 13:57 01/12/2024
E-Cigarettes and the Comparative Politics of Harm Reduction: History, Evidence, and Policy

E-Cigarettes and the Comparative Politics of Harm Reduction: History, Evidence, and Policy

Chủ Nhật, 13:39 01/12/2024

Planet entrepreneur : The World Entrepreneurship Forum's guide to business success around the world

Thứ Hai, 08:28 14/11/2022

Vật liệu kim loại màu

Thứ Hai, 08:27 14/11/2022

"A" is for Alibi

Thứ Hai, 08:26 14/11/2022

Personality not included : Why companies lose their authenticity--and how great brands get it back

Thứ Hai, 08:20 14/11/2022

Điện toán đám mây

Thứ Hai, 08:18 14/11/2022