The One Page Financial Plan

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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.

Product Details :

Genre : Business & Economics
Author : Carl Richards
Publisher : Penguin
Release : 2015-03-31
File : 226 Pages
ISBN-13 : 9780698184565


The One Page Financial Plan

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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.

Product Details :

Genre : Business & Economics
Author : Sam Henderson
Publisher : John Wiley & Sons
Release : 2013-05-02
File : 384 Pages
ISBN-13 : 9781118588505


Summary Of The One Page Financial Plan Review Keypoints And Take Aways

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The summary of The One-Page Financial Plan – A Simple Way to Be Smart About Your Money presented here include a short review of the book at the start followed by quick overview of main points and a list of important take-aways at the end of the summary. The Summary of The Financial Strategy Contained Within One Page makes it easier to create a budget: once you've figured out why it's important to you to have money, the next step is to ensure that you have enough of it to do what you want with it, whether that's building a steady income or putting money away for the future. This straightforward planning solution will provide you with all of the resources, hints, and strategies you need to bring your monetary goals into reality. The One-Page Financial Plan summary includes the key points and important takeaways from the book The One-Page Financial Plan by Carl Richards. Disclaimer: 1. This summary is meant to preview and not to substitute the original book. 2. We recommend, for in-depth study purchase the excellent original book. 3. In this summary key points are rewritten and recreated and no part/text is directly taken or copied from original book. 4. If original author/publisher wants us to remove this summary, please contact us at support@mocktime.com.

Product Details :

Genre : Study Aids
Author : PenZen Summaries
Publisher : by Mocktime Publication
Release : 2022-11-27
File : 14 Pages
ISBN-13 :


The Strategic Management Handbook

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Product Details :

Genre : Business planning
Author : Kenneth J. Albert
Publisher : New York : McGraw-Hill
Release : 1983
File : 554 Pages
ISBN-13 : UCSC:32106006820465


How To Survive And Succeed In A Small Financial Planning Practice

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Genre : Business & Economics
Author : Andrew M. Rich
Publisher :
Release : 1984
File : 340 Pages
ISBN-13 : UOM:39076006754712


Forbes

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Genre : Business
Author :
Publisher :
Release : 1983
File : 1236 Pages
ISBN-13 : UCSC:32106005401382


Managing The Strategy Process

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Genre : Business & Economics
Author : Balaji S. Chakravarthy
Publisher :
Release : 1991
File : 520 Pages
ISBN-13 : PSU:000018014976


Money Coach

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Genre : Business & Economics
Author : Pines
Publisher : Addison Wesley Publishing Company
Release : 1997
File : 154 Pages
ISBN-13 : 0201316137


Cosmopolitan

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Genre : Women
Author :
Publisher :
Release : 1989-10
File : 998 Pages
ISBN-13 : STANFORD:36105005453605


The Business Of Dermatology

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The ultimate guide to managing the multifaceted business aspects of a dermatology practice Although board-certified dermatologists provide the best care for their patients, managing a practice and optimizing every facet of the business is a daunting endeavor. Business acumen is not taught in residency and is the most overlooked aspect of any given practice. The Business of Dermatology, written by esteemed dermatologists Jeffrey S. Dover, Kavita Mariwalla, and an impressive group of experts, provides a rare opportunity to learn about the operations side of practices across the country. Written in an informal tone, this unique book enables readers to be privy to a "40-way chat" with dermatologists whose practices are flourishing. With a vast wealth of information relevant to the business side of a dermatology practice, this remarkable resource fills the gap between the training phase and acquisition of professional confidence. Fifty-five chapters offer insightful, highly practical pearls for everyone—from early-career dermatologists and those in solo-practice to employed physicians in large groups. Even the most seasoned practitioners will benefit from firsthand knowledge and real-world tips shared by physicians who have made their own mistakes trying to get practices off the ground and maintain them. Key Features Written by top dermatologists from the perspective of "if we knew then what we know now…" Organized in a format and style conducive to easy reading, with practical tips to implement immediately Covers all practice-relevant topics, including office space and equipment, managing financials, diverse practice models, human resources, employment considerations, patient issues, pricing, essential surgical tools/supplies, marketing, and much more Top ten lists in each chapter highlighting the key take-home points The Business of Dermatology is an indispensable, one-stop source for all trainee and practicing dermatologists who need insightful guidance on setting up, organizing, managing, or optimizing their practice.

Product Details :

Genre : Medical
Author : Jeffrey S. Dover
Publisher : Thieme
Release : 2020-04-24
File : 598 Pages
ISBN-13 : 9783132427808