[PDF] Planning For When A Womans Guide To Financial Planning eBook

Author : Kevin W. Pinkley AIFA®, CDFA™, CIMA®
Publisher : Lulu.com
Page : 52 pages
File Size : 19,94 MB
Release : 2016-03-04
Category : Business & Economics
ISBN : 1483445542

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It doesn't matter if they are married, divorced or single: Women tend to put others first. It could be the result of a maternal gene or simply a natural disposition to view others as more important, but it's an instinct that makes it more difficult to achieve financial security and independence. Kevin W. Pinkley, a longtime financial advisor, walks women through the steps they need to take in seeking to build and preserve wealth. Learn how to: plan for a retirement with the goal of providing a lifestyle that meets your needs; provide for a loved one in the event of death; minimize the financial impact of divorce or the death or disability of a spouse; and engage in difficult conversations with your spouse about money. Many women shrug off questions about money by saying that their spouses are smart and must have a well thought out plan that will meet their needs. But being smart is different than being wise, and women need to take charge of the future by Planning for When.

Author : Ernst & Young LLP
Publisher : Wiley
Page : 0 pages
File Size : 35,76 MB
Release : 1999-01-21
Category : Business & Economics
ISBN : 9780471316459

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Here is a road map to financial success that is specifically geared toward women. This book not only covers all the basics of financial planning--from goal setting to budget planning to making wise investments--but adapts these strategies to the specific financial environment women face today

Author : Lightbulb Press
Publisher :
Page : 0 pages
File Size : 44,77 MB
Release : 2023-05-31
Category :
ISBN : 9781933569284

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An overview, written for women, of the issues and approaches to planning a financial secure future. A woman's longer life span and often reduced earning power, among other factors, are addressed.

Author : Mary Hunt
Publisher : Revell
Page : 222 pages
File Size : 41,36 MB
Release : 2013-11-05
Category : Business & Economics
ISBN : 1441244956

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What does a woman want to do when she retires? Travel? Pursue hobbies? Spend time with friends and family? We all have dreams about what those days will be like. But when it comes to turning those dreams into reality, women's retirement confidence and know-how is low. According to a 2012 survey, 92 percent of women of all ages in this country don't feel they're educated enough to reach their retirement savings goals. For the woman who doesn't know where to start or would like a knowledgeable guide who speaks her language, financial expert Mary Hunt offers a comprehensive but approachable resource for saving and planning for retirement. Whether she feels entitled to retire at age 65, hopes she'll be able to stop working someday, or is convinced she'll never be able to retire, every woman will find real help in these pages. With her signature no-nonsense, energetic style, Hunt assures women that it's only too late if they don't start now. She clearly covers every aspect of retirement planning during every season of a woman's life, giving women the confidence they need to shape their futures.

Author : Shak Hill
Publisher :
Page : 222 pages
File Size : 12,16 MB
Release : 2017-01-18
Category : Business & Economics
ISBN : 9780984133437

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The world of finances, money and investments can often be tricky. This guide will make the complicated easy - at the same time, you will have fun learning about the seven ingredients to help you create a well thought out financial plan. Your legacy is counting on it. Start today!

Author : Nancy Langdon Jones Cfp(r)
Publisher :
Page : 280 pages
File Size : 17,62 MB
Release : 2015-08-10
Category :
ISBN : 9780985259426

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Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.