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Planning A successful future

Planning A successful future : managing to be wealthy for individuals and their advisors

 Sestina, John E.
 John Wiley & Sons Inc., 2016 ISBN: 9781119069126
 Hoboken, New Jersey : 226 p. ; 24 cm. English
Portfolio managementFinance, PersonalQuản lí đầu tưFinancial plannersTài chínhKinh tế tài chínhTài chính cá nhân
Mô tả biểu ghi
ID:54324
DDC 332.024
Tác giả CN Sestina, John E.
Nhan đề Planning A successful future : managing to be wealthy for individuals and their advisors / John E. Sestina.
Thông tin xuất bản Hoboken, New Jersey : John Wiley & Sons Inc., 2016
Mô tả vật lý 226 p. ; 24 cm.
Phụ chú Sách Quỹ Châu Á
Tóm tắt A deeply insightful guide to goal-based financial planning and wealth management 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
Thuật ngữ chủ đề Portfolio management
Thuật ngữ chủ đề Finance, Personal
Từ khóa tự do Quản lí đầu tư
Từ khóa tự do Financial planners
Từ khóa tự do Tài chính
Từ khóa tự do Kinh tế tài chính
Từ khóa tự do Tài chính cá nhân
Địa chỉ 100TK_Tiếng Anh-AN(1): 000107822
MARC
Hiển thị đầy đủ trường & trường con
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300[ ] |a 226 p. ; |c 24 cm.
500[ ] |a Sách Quỹ Châu Á
520[ ] |a A deeply insightful guide to goal-based financial planning and wealth management 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
650[0 0] |a Portfolio management
650[0 0] |a Finance, Personal
653[0 ] |a Quản lí đầu tư
653[0 ] |a Financial planners
653[0 ] |a Tài chính
653[0 ] |a Kinh tế tài chính
653[0 ] |a Tài chính cá nhân
852[ ] |a 100 |b TK_Tiếng Anh-AN |j (1): 000107822
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#1 000107822
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