The Financial Planning Puzzle

Fitting Your Pieces Together to Create Financial Freedom

Author: Jason Silverberg

Publisher: Silverstone Press LLC

ISBN: 9780998077505

Category:

Page: N.A

View: 5147

Do you feel overwhelmed by your finances? Start making smart decisions with a personal financial plan. While personal finances can be a challenge to learn, this book can help make it easy. After helping hundreds of his own clients, Jason Silverberg has condensed the best of his advice into this book and is here to help you reach financial freedom.
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Rattiner's Review for the CFP(R) Certification Examination, Fast Track, Study Guide

Author: Jeffrey H. Rattiner

Publisher: John Wiley & Sons

ISBN: 9780470485200

Category: Business & Economics

Page: 416

View: 5391

The proven CFP Study Guide that delivers just what you need to succeed! A quick-study guide for candidates preparing to take the CFP Certification Examination, Rattiner's Review for the CFP® Certification Examination distills the bare-bones essentials you need to know to pass this challenging exam, all in a logical and easy-to-absorb manner. This indispensable study tool for students who have already been through traditional CFP educational programming—and just need a little extra help pulling it all together—provides a no-nonsense approach to studying for some of the most important disciplines of financial planning, including: PFP, insurance, employee benefit, investments, income tax, retirement, and estate planning. Each discipline contains short and concise statements emphasizing key points through mnemonic devices, study tips, and other established test-taking methods that provide helpful hints. Rattiner's Review for the CFP® Certification Examination, Third Edition has been thoroughly updated to include: Reviews from recent CFP Exam students who compare the CFP Board curriculum to this Third Edition, ensuring that all topics are covered adequately New, easy-to-follow flowcharts at the beginning of each chapter highlight the macro level perspective of each subject discipline Basic calculator keystrokes for investment math, retirement, life, and education needs analysis, and other important calculations New multiple-choice questions as well as new charts and tables for quick memorizations New acronyms to help put things into a simplified perspective and help students tie back to the big picture flowchart Perfect as a quick-reference guide to complement all CFP texts and self-study materials, it also serves as an important one-stop resource for financial services professionals who want information in a hurry. Stay organized, on track, and focused with Rattiner's Review for the CFP® Certification Examination, Third Edition.
Posted in Business & Economics

The Fund

Author: H. T. Narea

Publisher: St. Martin's Press

ISBN: 9780765367259

Category: Fiction

Page: 496

View: 727

Investigating a suspicious international money trail only to discover a horrifying financial terrorist plot, U.S. Defense Intelligence operative Kate Molares travels to strategic places throughout the world in a race to prevent an unprecedented economic catastrophe.
Posted in Fiction

The Couple's Retirement Puzzle

10 Must-Have Conversations for Creating an Amazing New Life Together

Author: Roberta Taylor,Dorian Mintzer

Publisher: Sourcebooks, Inc.

ISBN: 140229591X

Category: Self-Help

Page: 368

View: 9553

The essential guide for couples to create a happy, healthy, and successful retirement! Retirement can be the best time of your life, but for couples, there's far more to it than cashing in on your 401(k). The most important asset you have during retirement is each other, yet many couples aren't sure where to begin to prepare for retired life or what to consider as they do. The Couple's Retirement Puzzle reveals ten key conversations couples should tackle before retirement to ensure a rewarding second half of life together, including: • Do we have enough money to support the lifestyle we want? • Should we retire simultaneously or separately? • Do we stay put or explore new frontiers? • What's the best way to stay healthy and fit after fifty? • How do we meet new friends and create new interests outside of work? • How will we balance time together and time apart? • And more! Filled with smart practical advice, engaging anecdotes, and helpful exercises,The Couple's Retirement Puzzle will guide you and your partner to a fulfilling retirement you can enjoy and celebrate together.
Posted in Self-Help

The Financial Planning Workbook

A Comprehensive Guide to Building a Successful Financial Plan

Author: Coventry House Publishing

Publisher: Coventry House Publishing

ISBN: N.A

Category: Business & Economics

Page: 134

View: 9987

Posted in Business & Economics

Planning and Designing the IP Broadcast Facility

A New Puzzle to Solve

Author: Gary Olson

Publisher: CRC Press

ISBN: 1317629760

Category: Technology & Engineering

Page: 168

View: 8550

The transition to computer-based technologies and file-based workflows is one of the most significant changes the broadcast and production industry has seen. Media is produced for multiple delivery platforms: Over the Air, Over the Top, large screen displays, cable, satellite, web, digital signage, tablets, and smartphones. These changes impact all aspects of creation, production, media management, technical operations, business processes, and distribution to end users. Of all the books and papers discussing storage mapping, packet transport, and compression algorithms, none puts all the pieces together and explains where these fit into the whole environment. Planning and Designing the IP Broadcast Facility is the first to provide a comprehensive understanding of the technology architecture, physical facility changes, and—most importantly—the new media management workflows and business processes to support the entire lifecycle of the IP broadcast facility from an engineering and workflow perspective. Key features: This beginning-to-end perspective gives you the necessary knowledge to make the decisions to implement a cost-effective file-based production and distribution system. The cohesive, big-picture viewpoint helps you identify the differences in a tape-based facility, then how to overcome the unique challenges of upgrading your plant. Case studies throughout the book serve as recommendations and examples of use, helping you weigh the pros and cons of various approaches.
Posted in Technology & Engineering

The End of Money

Counterfeiters, Preachers, Techies, Dreamers--and the Coming Cashless Society

Author: David Wolman

Publisher: Da Capo Press

ISBN: 0306822695

Category: Business & Economics

Page: 240

View: 421

For ages, money has meant little metal disks and rectangular slips of paper. Yet the usefulness of physical money--to say nothing of its value--is coming under fire as never before. Intrigued by the distinct possibility that cash will soon disappear, author and Wired contributing editor David Wolman sets out to investigate the future of money...and how it will affect your wallet. Wolman begins his journey by deciding to shun cash for an entire year--a surprisingly successful experiment (with a couple of notable exceptions). He then ventures forth to find people and technologies that illuminate the road ahead. In Honolulu, he drinks Mai Tais with Bernard von NotHaus, a convicted counterfeiter and alternative-currency evangelist whom government prosecutors have labeled a domestic terrorist. In Tokyo, he sneaks a peek at the latest anti-counterfeiting wizardry, while puzzling over the fact that banknote forgers depend on society's addiction to cash. In a downtrodden Oregon town, he mingles with obsessive coin collectors--the people who are supposed to love cash the most, yet don't. And in rural Georgia, he examines why some people feel the end of cash is Armageddon's warm-up act. After stops at the Digital Money Forum in London and Iceland's central bank, Wolman flies to Delhi, where he sees first-hand how cash penalizes the poor more than anyone--and how mobile technologies promise to change that. Told with verve and wit, The End of Money explores an aspect of our daily lives so fundamental that we rarely stop to think about it. You'll never look at a dollar bill the same again.
Posted in Business & Economics

Return on Investment? Or Reliability of Income?

The True Meaning of "Roi" in the Golden Years...

Author: Alan Becker

Publisher: Createspace Independent Publishing Platform

ISBN: 9781523763504

Category:

Page: 154

View: 3062

Author and nationally renowned financial advisor, Alan Becker, is based in the Kansas City suburb of Overland Park, Kansas. Alan is a true entrepreneur who has artfully crafted thousands of comprehensive retirement plans over his 17-plus years in the finance industry. Alan started Retirement Solutions Group, Inc. and RSG Investments, Inc. in 2010, and has grown them to help pre-retirees and retirees achieve their retirement dreams and goals. He has built a philosophy around honest communication and using the correct product for the job. He believes goals and needs dictate the insurance product or investment vehicle applied to each individual's unique situation, not the other way around! This book is for those who realize they have worked their entire lives for what they currently hold as assets, and the imminent "finish line" is quickly approaching. While some people avoid looking too closely at life from a retirement planning perspective, seeking knowledge and expertise is paramount to the financial health and well-being of one's retirement. With this book, Alan stands out to suggest some new concepts that are often missed by traditional financial professionals. Step out of the box and let him grab your eyes, ears and thoughts for a few moments. With a focus in retirement planning, Alan highlights the different elements of risk that insurance and the stock market carry as vehicles for your assets. Both systems have places they fit best in a plan, and you as an individual and a consumer should know your options. You should decide for yourself what makes the most sense for you and your loved ones. Using the idea of insurance products as a foundational portion of many retirement plans, Alan educates and informs readers on the multitude of available vehicles to create your own paycheck, as well as "playcheck," in retirement. Positioned correctly, you can use both the safety of insurance and the growth opportunities of the market roller coaster together to help create the type of retirement that suits your needs. Financial security is key to allaying many of the fears of retirement. Worrying about what is going on up or down on Wall Street doesn't seem to fit that puzzle, and neither does fretting over whether you will have enough money left at the end of the month to pay bills. When you picture a confident financial future, you probably aren't thinking about being hunkered over your computer, watching the ticker symbols bob up and down, or being glued to your TV, straining to hear the next predictions made by the talking heads on CNBC. You may enjoy trading in the stock market - just for the fun of it. If you do, that's fine, but there does come a time when DIY is too risky and it is time to turn over the reins to a qualified and experienced professional. Do you have the sneaking suspicion that the wealth you have worked so hard to accumulate could erode? Well, it could. If you don't believe it, just ask some of the folks who lost a chunk of their life savings in the last stock market crash as a result of poor planning. Interview someone who labored under the delusion that property values could never decrease and sunk all of their assets into real estate prior to the bursting of the last housing bubble in 2007. It is one thing to have a job after retirement because you want to work. It is quite another to have a job after you retire because you HAVE to work. Have you prepared yourself properly so you have peace of mind and will be able to enjoy the retirement years you worked so hard and saved so diligently for? The intent of this book is not to scare you, but help make you more confident and informed in regard to retirement planning and achieving your retirement goals. We hope you enjoy the book and look forward to hearing your thoughts and questions post-read! Thank you!
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The Wall Street Journal Guide to Understanding Personal Finance

Author: Kenneth M. Morris,Virginia B. Morris

Publisher: Simon and Schuster

ISBN: 9780743266321

Category: Business & Economics

Page: 176

View: 9069

Covers banking services, credit, home finance, financial planning, investments, and taxes.
Posted in Business & Economics

The Simple Path to Wealth

Your Road Map to Financial Independence and a Rich, Free Life

Author: J. Collins

Publisher: Createspace Independent Publishing Platform

ISBN: 9781533667922

Category:

Page: 286

View: 8388

The author shares his personal techniques, insights and experiences regarding saving money and investing, drawn from his blog posts as well as a series of letters to his teenage daughter, both dealing with money management.
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Puzzles of Finance

Six Practical Problems and Their Remarkable Solutions

Author: Mark P. Kritzman

Publisher: John Wiley & Sons

ISBN: 9780471228844

Category: Business & Economics

Page: 187

View: 4427

This book presents six financial puzzles that continue to confound academics and professionals alike, and yet each has an inconvertible solution. Mark Kritzman leads readers through these engimas to their sometimes simple solutions, in an entertaining and accessible manner. And these are not just problems for the intellectually curious; the answers pay off in hard, practical insights that can be applied in the daily management of money.
Posted in Business & Economics

The Financial Diet

A Total Beginner's Guide to Getting Good with Money

Author: Chelsea Fagan,Lauren Ver Hage

Publisher: Holt Paperbacks

ISBN: 1250176166

Category: Business & Economics

Page: 208

View: 6183

How to get good with money, even if you have no idea where to start. The Financial Diet is the personal finance book for people who don’t care about personal finance. Whether you’re in need of an overspending detox, buried under student debt, or just trying to figure out how to live on an entry-level salary, The Financial Diet gives you tools to make a budget, understand investments, and deal with your credit. Chelsea Fagan has tapped a range of experts to help you make the best choices for you, but she also knows that being smarter with money isn’t just about what you put in the bank. It’s about everything—from the clothes you put in your closet, to your financial relationship habits, to the food you put in your kitchen (instead of ordering in again). So The Financial Diet gives you the tools to negotiate a raise and the perfect cocktail recipe to celebrate your new salary. The Financial Diet will teach you: • how to get good with money in a year. • the ingredients everyone needs to have a budget-friendly kitchen. • how to talk about awkward money stuff with your friends. • the best way to make (and stick to!) a budget. • how to take care of your house like a grown-up. • what the hell it means to invest (and how you can do it).
Posted in Business & Economics

The Home Budget Workbook

A Straightforward Guide to Create and Maintain a Practical Budget

Author: Eleanor Blayney

Publisher: Peter Pauper Press, Incorporated

ISBN: 9781441316738

Category: Business & Economics

Page: 48

View: 7838

Need help with finances? Dread the sound of the B word budget? This easy-to-use journal/planner is for you! Take control of your money by tracking your income and expenses. Plan for what you need. Plan for what you want. This do-it-yourself financial planner provides: User-friendly worksheets for tracking income and spending, and for planning ahead Principles of successful budgeting and personal finance Strategies for managing your income, with tips on bank accounts, debit cards, and more Flexicover over wire-o binding 48 pages 10-1/4" wide x 7" high (26 cm wide x 17.8 cm high) "
Posted in Business & Economics

The Ascent of Money

A Financial History of the World

Author: Niall Ferguson

Publisher: Penguin

ISBN: 9781440654022

Category: History

Page: 448

View: 1920

A richly original look at the origins of money and how it makes the world go round Niall Ferguson follows the money to tell the human story behind the evolution of our financial system, from its genesis in ancient Mesopotamia to the latest upheavals on what he calls Planet Finance. What's more, Ferguson reveals financial history as the essential backstory behind all history, arguing that the evolution of credit and debt was as important as any technological innovation in the rise of civilization. As Ferguson traces the crisis from ancient Egypt's Memphis to today's Chongqing, he offers bold and compelling new insights into the rise--and fall--of not just money but Western power as well.
Posted in History

Putting Together the Entrepreneurial Puzzle

The Ten Pieces Every Business Needs to Succeed

Author: N.A

Publisher: Veritas Vincit Press

ISBN: 9780991365005

Category:

Page: 222

View: 4706

Entrepreneurial businesses are the engine of the U.S. economy, yet fewer than half survive past the five year mark. Putting Together the Entrepreneurial Puzzle addresses the ten key areas of business proficiency often missing from entrepreneurial management. Written in clear language with real-life examples, Putting Together the Entrepreneurial Puzzle is an essential guide for CEOs from startup to sale or retirement. Author Mary E. Marshall is an entrepreneur and CEO coach who has spent her career making small business into successful venture.
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The Pension Puzzle

Your Complete Guide to Government Benefits, RRSPs, and Employer Plans

Author: Bruce Cohen,Brian Fitzgerald

Publisher: John Wiley and Sons

ISBN: 9780470156414

Category: Business & Economics

Page: 288

View: 3431

Posted in Business & Economics

Reverse Mortgages

How to Use Reverse Mortgages to Secure Your Retirement

Author: Wade D Pfau Ph D,Wade Pfau

Publisher: Retirement Researcher Media

ISBN: 9781945640049

Category:

Page: 156

View: 7582

Reverse mortgages have been surrounded by negativity. They were often mentioned alongside phrases like "last resort," "out of money," and "bad choice." In 2014, intrigued by the seemingly universal bad rap reverse mortgages had cultivated, Dr. Wade Pfau began researching them in depth. Over the course of the next year, he came to the conclusion that reverse mortgages aren't inherently a bad idea, though they are often misunderstood and not used in a most beneficial way. In fact, Dr. Pfau realized that reverse mortgages---when used correctly---can provide an added layer of security for retirees and allow them to enjoy retirement more by gaining liquidity from an illiquid asset. This second edition of the book is fully revised and updated for the modification of reverse mortgage rules affecting applications after October 2, 2017.
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The 12 Week Year

Get More Done in 12 Weeks than Others Do in 12 Months

Author: Brian P. Moran,Michael Lennington

Publisher: John Wiley & Sons

ISBN: 1118616421

Category: Business & Economics

Page: 208

View: 3208

The guide to shortening your execution cycle down from one year to twelve weeks Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your "year" to be 12 weeks long. In 12 weeks, there just isn't enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound. Explains how to leverage the power of a 12 week year to drive improved results in any area of your life Offers a how-to book for both individuals and organizations seeking to improve their execution effectiveness Authors are leading experts on execution and implementation Turn your organization's idea of a year on its head, and speed your journey to success.
Posted in Business & Economics

Rich Bitch

A Simple 12-Step Plan for Getting Your Financial Life Together...Finally

Author: Nicole Lapin

Publisher: Harlequin

ISBN: 1460349202

Category: Self-Help

Page: 304

View: 5826

Talking about money sucks; but so does being broke. Do your eyes glaze over just thinking about the mumbo-jumbo of finance? Do you break out into hives at the thought of money? Well, sister, you are not alone. In RICH BITCH, money expert and financial journalist Nicole Lapin lays out a 12-Step Plan in which she shares her experiences, mistakes and all, of getting her own finances in order. No lecturing, just help from a friend. And even though money is typically an off-limits conversation, nothing is off-limits here. Lapin rethinks every piece of financial wisdom you've ever heard and puts her own fresh, modern, sassy spin on it. Sure, there are some hard-and-fast rules about finance, but when it comes to your money, the only person who can spend it is you. Should you invest in a 401(k)? Maybe not. Should you splurge on that morning latte? Likely yes. Instead of nickel-and-diming yourself, Nicole's advice focuses on investing in yourself so you don't have to stress over the little things. But in order to do that, you have to be able to speak the language of money. After all, money is a language like anything else, and the sooner you can join the conversation, the sooner you can live the life you want, RICH BITCH rehabs whatever bad habits you might have and provides a plan you can not only sustain, but thrive with. It's time to go after the rich life you deserve, and confident enough to call yourself a RICH BITCH.
Posted in Self-Help

Instinct

The Power to Unleash Your Inborn Drive

Author: T. D. Jakes

Publisher: FaithWords

ISBN: 1455554014

Category: Religion

Page: 288

View: 8736

An instant #1 New York Times bestseller for six weeks, Bishop T.D. Jakes's smash-hit INSTINCT shows readers how to tap into their God-given intuition to achieve ultimate success. Whether you call it following your heart, a gut feeling, a hunch or intuition, instinct-the inner knowledge bubbling up from a wellspring of wisdom within-can lead to a bigger, elephant-sized life. Combining social, business and personal examples with biblical insights, in INSTINCT Bishop Jakes shows readers how to rediscover their natural aptitudes and reclaim the wisdom of their past experiences. Knowing when to close a deal, when to take a risk, and when to listen to their hearts will become possible when they're in touch with the instincts that God gave them. If readers are ready to unlock the confines of where they are, and discover where they were meant to be, then INSTINCT is their key!
Posted in Religion