The One-Page Financial Plan

The One Page Financial Plan

The One Page Financial Plan
Author : Carl Richards
Publisher : Penguin UK
Total Pages : 224
Release : 2015-03-31
ISBN 10 : 9780241971673
ISBN 13 : 0241971675
Language : EN, FR, DE, ES & NL

The One Page Financial Plan Book Description:

A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

Financial Planning DIY Guide

Financial Planning DIY Guide
Author : Sam Henderson
Publisher : John Wiley & Sons
Total Pages : 256
Release : 2011-10-20
ISBN 10 : 9781742468297
ISBN 13 : 1742468292
Language : EN, FR, DE, ES & NL

Financial Planning DIY Guide Book Description:

The One Page Financial Plan

The One Page Financial Plan
Author : Carl Richards
Publisher : Penguin
Total Pages : 224
Release : 2015-03-31
ISBN 10 : 9780698184565
ISBN 13 : 0698184564
Language : EN, FR, DE, ES & NL

The One Page Financial Plan Book Description:

Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.” It’s no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don’t have time to make sense of all the information available. They don’t just want good advice, they want the best advice—so rather than do the “wrong thing,” they do nothing. Their 401(k) and bank statements pile up, unexamined or maybe even unopened. What they don’t realize is that bad calls about money aren’t failures; they’re just what happens when emotional creatures have to make decisions about the future with limited information. What I tell them is that we need to scrap striving for perfection and instead commit to a process of guessing and making adjustments when things go off track. Of course we’re going to make the best guesses we can—but we’re not going to obsess over getting them exactly right. The fact is, in a single page you can prioritize what you really want in life and figure out how to get there. That’s because a great financial plan has nothing to do with what the markets are doing, what your real estate agent is pitching, or the hot stock your brother-in-law told you about. It has everything to do with what’s most important to you. By now you may be wondering, “What about the details? How much do I need to invest each year, and how do I allocate it? How much life insurance do I need?” Don’t worry: I’ll cover those topics and many more, sharing strategies that will take the complexity out of them. The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you’ll lose the job you thought was secure; you’ll take a financial risk that doesn’t pan out; you’ll have twins when you were only budgeting for one. In other words: Life will happen. But no matter what happens, this book will help you bridge the gap between where you are now and where you want to go.

The One Page Financial Plan

The One Page Financial Plan
Author : Sam Henderson
Publisher : John Wiley & Sons
Total Pages : 344
Release : 2013-05-02
ISBN 10 : 9781118588505
ISBN 13 : 1118588509
Language : EN, FR, DE, ES & NL

The One Page Financial Plan Book Description:

Managing your money and creating wealth has never been so easy with this simple, effective financial planning guide In The One Page Financial Plan, CEO and financial advisor Sam Henderson gives you a straightforward process for tailoring a financial plan that meets all your goals and needs. In fact, everything you need to comprehensively manage your money and create wealth can fit on one page. A comprehensive, step-by-step handbook for getting the most out of your money, The One Page Financial Plan is the perfect tool for managing your assets effectively, whether you're a young person just starting out, or an experienced professional preparing for retirement. You'll learn to manage your money, navigate tax laws, plan for the future, and much more—all in the easiest manner you can imagine. Offers simple, straightforward financial planning advice appropriate for anyone at any age Written by Sam Henderson, CEO and Senior Financial Adviser at Henderson Maxwell Includes the latest advice on money management and wealth creation Whether you're 26 or 62, you shouldn’t wait to take care of your money and plan for the future. The One Page Financial Plan makes taking control of finances as easy as one, two, three.

One Page Financial Plan

One Page Financial Plan
Author : Carl Richards
Publisher :
Total Pages : 211
Release : 2015
ISBN 10 : 133620382X
ISBN 13 : 9781336203822
Language : EN, FR, DE, ES & NL

One Page Financial Plan Book Description:

SMSF DIY Guide

SMSF DIY Guide
Author : Sam Henderson
Publisher : John Wiley & Sons
Total Pages : 272
Release : 2012-01-26
ISBN 10 : 9780730377252
ISBN 13 : 0730377253
Language : EN, FR, DE, ES & NL

SMSF DIY Guide Book Description:

Straightforward and easy-to-understand guide to the basics of self managed super funds The SMSF DIY Guide is an authoritative, up-to-date and accessible guide to the pros and cons of running a self managed super fund. In plain English, financial advisor, Sam Henderson tells you what you need to know to set up and run a SMSF and ensure that all members fully meet their legal obligations, while outlining proven investment strategies, including those for shares, property, gearing and fixed interest. Filled with practical, how-to information, supplemented with real life case studies Covers all the bases, including setting up and administering a compliant fund, asset allocation and investments, risk management and insurance, retirement and eliminating tax, financial planning, estate planning, tax reduction strategies and much more Steps you through the process of creating your own one-page financial plan outlining your investment strategy. Written by one of Australia's most well known and respected financial advisors

The One Page Business Plan for Financial Services Professionals

The One Page Business Plan for Financial Services Professionals
Author : Jim Horan
Publisher :
Total Pages : 102
Release : 2010-12-01
ISBN 10 : 1599962233
ISBN 13 : 9781599962238
Language : EN, FR, DE, ES & NL

The One Page Business Plan for Financial Services Professionals Book Description:

Here is a practical workbook that will achieve tangible results. The One Page Business Plan: Financial Services Edition captures the critical elements of a business plan on a single page using key words and short phrases. There is no room for fluff - every word counts. This book, with interactive CD, guides new entrepreneurs and seasoned business owners through a step-by-step process to create business plans that are incredibly focused and clear!

Money Minded Families

Money Minded Families
Author : Stephanie W. Mackara
Publisher : John Wiley & Sons
Total Pages : 160
Release : 2020-04-09
ISBN 10 : 9781119636007
ISBN 13 : 1119636000
Language : EN, FR, DE, ES & NL

Money Minded Families Book Description:

Teach your children to make sound financial decisions. Prepare them to use their money wisely and with a purpose Money issues challenge every family, no matter their background. That’s why Money Minded Families: How to Raise Financially Well Children offers advice on how every adult and child can be "financially well." The book explores how we can align our individual values with finances, while planning for a more secure financial future. It looks at how we can save, spend, share, and invest with a purpose. The author supplies financial basics for families and direction on creating a family mission statement, in order to help drive mindful financial choices. With the help of this book’s holistic financial guidance, families can take steps to live their best financial lives, rather than simply getting by. Readers will find advice on: Practicing financial mindfulness Understanding the current financial landscape Spending with a focus on personal values Understanding key financial concepts Engaging in healthy financial socialization Becoming financially independent Today’s financial environment sets up unique challenges, including concerns over Social Security, sky-high college costs, and debt. Kids are more likely to make their buying decisions online rather than in stores. It’s important that children’s knowledge about money begins in the home. When parents actively teach their kids about money, it can contribute to their chances of future financial success. Within Money Minded Families, parents will find tools for evaluating and improving their own financial wellness. They can also teach their children about positive financial health using the book’s activities, which are organized by age.

The One Page Business Plan Financial Services Edition

The One Page Business Plan Financial Services Edition
Author : Jim Horan
Publisher :
Total Pages : 104
Release : 2019-03-20
ISBN 10 : 1797656678
ISBN 13 : 9781797656670
Language : EN, FR, DE, ES & NL

The One Page Business Plan Financial Services Edition Book Description:

The One Page Business Plan - Financial Services Edition, is specifically tailored to professionals in insurance, investment and related industries. Includes link to downloadable tools and templates. Sample plans included. Easy to complete assessments let you easily learn what's working in your business and what's not!ReviewsWe used the One Page Plan process to turn a four inch stack of research and surveys into a five-year strategic plan, and one-year plans for every department and committee. Every financial service company would benefit from running their business with this level of precision.--Jeff Hughes, Chief Executive Officer, GAMA InternationalThe One Page Business Plan is a must for all financial advisors and field leaders! This process helps an advisor clearly describe the practice they want to build and define the critical few objectives that need to get done and most importantly why they are doing what they do. If you want to get farther, faster, this is the tool to use!--Edward Deutschlander, CLU, CLF, Executive Vice President, North Star Resource GroupThis industry is becoming more complex and competitive! The most successful financial advisors will stay out front by being creative and disciplined; The One Page Business Plan does both. Don t leave your business to chance! Create a solid plan and execute it.--Dick Buxton, Managing Director, Private Capital Corporation About the AuthorJim Horan regularly wows audiences across the country. His popular and practical workshops help agency owners, financial services executives and producers make their businesses more profitable. Mr. Horan is also author of the bestselling The One Page® Business Plan Series including The One Page Business Plan for the Creative Entrepreneur; The One Page Business Plan for the Professional Consultant; The One Page Business Plan for Non-Profit Organizations. Jim is president of The One Page Business Plan Company, a Berkeley, California based firm that markets, sells and delivers its products, training and consulting services through its 350 licensed senior consultants. He founded the company in 1990 after nearly two decades in senior level financial positions with Shaklee Corporation and Bayer Pharmaceuticals. Over the past 16 years, his company has assisted over 100,000 businesses, non-profits and consulting firms achieve sustainable cash flow and profitable growth by helping them create clear, concise and actionable business plans. Jim has the unique ability to take complex business situations and make them simple. Tom Peters, author of Thriving on Chaos and In Search of Excellence, calls The One Page Business Plan an out and out winner... Period! Peters has been quoted as saying 'It makes great sense to me as a so-called business thinker. The One Page Business Plan = the proverbial better mousetrap'

Understanding Consumer Financial Behavior

Understanding Consumer Financial Behavior
Author : W. Fred van Raaij
Publisher : Springer
Total Pages : 285
Release : 2016-07-15
ISBN 10 : 9781137544254
ISBN 13 : 1137544252
Language : EN, FR, DE, ES & NL

Understanding Consumer Financial Behavior Book Description:

Government policies, marketing campaigns of banks, insurance companies, and other financial institutions, and consumers' protective actions all depend on assumptions about consumer financial behavior. Unfortunately, many consumers have no or little knowledge of budgeting, financial products, and financial planning. It is therefore important that organizations and market authorities know why consumers spend, borrow, insure, invest, and save for their retirement - or why they do not. Understanding Consumer Financial Behavior provides a systemic economic and behavioral approach to the way people handle their finances. It discusses the different types of financial behaviors consumers may engage in and explores the psychological explanations for their behavior and choices. This exciting new book is essential reading for scholars of marketing, finance, and management; financial professionals; and consumer policy makers.