Personal Financial Planning : Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life.

Format:

Book

Author/Creator:

Griffin, Michael P.

Language:

English

Subjects (All):

Finance, Personal.

Physical Description:

1 online resource (6 pages)

Edition:

1st ed.

Place of Publication:

Newburyport : BarCharts, Inc., 2017.

Summary:

Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page Eguide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed. 6-page Eguide covers: Objectives Process of Personal Financial Planning Saving & Investing Investment Funds (Stock & Bond Funds) Managing Investment Risk Working with Advisors Retirement Planning Insurance Income Tax Return Preparation & Planning Estate Planning Personal Financial Recordkeeping Debt Consolidation Review Your Plan & Progress Toward Goals Maintain a Solid Credit Rating Home Mortgage Process

Contents:

Objectives

Process of Personal Financial Planning

Saving & Investing

Investment Funds (Stock & Bond Funds)

Managing Investment Risk

Working with Advisors

Retirement Planning

Insurance

Income Tax Return Preparation & Planning

Estate Planning

Personal Financial Recordkeeping

Debt Consolidation

Review Your Plan & Progress Toward Goals

Maintain a Solid Credit Rating

Home Mortgage Process.

Notes:

Description based on publisher supplied metadata and other sources.

ISBN:

9781423236801

1423236807

OCLC:

1059418759