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  • Tips for End-of-Life Financial Planning

    The only time it's really too late to get life insurance is after you're dead! But seriously, if you're older than 70 it becomes pretty difficult to get affordable coverage, because insurance companies figure you've pretty much got one foot in the

  • AICPA Beefs up Standards for CPA Financial Planners

    The new standards are based on the AICPA Statement on Responsibilities in Personal Financial Planning Practice, which was adopted more than 20 years ago to provide a framework to help CPAs deliver financial planning services with high integrity.

Financial Planning 101 Introduction | Financial Management | Personal Finance Money Management

How do you make your life better? get more control? protect your family? Create a personal financial plan. Start here! We all want to know how we are going, ...


Personal Financial Planning
Personal Financial Planning
Published by South-Western Pub 2013
ISBN 1439044473,9781439044476
576 pages
In the midst of today's ever-shifting finances and changing lives, a strong personal financial plan is more important than ever before. This market-leading PERSONAL FINANCIAL PLANNING, 12E equips you with the tools and techniques you need to better understand, define, and achieve your financial goals. The book follows a life-cycle approach that prepares you to plan and make decisions about assets, credit, insurance, investment, and retirement as you progress through life. The latest updates throughout this edition reflect the most recent financial developments -- from new tax laws to the impact of the recent global financial crisis. Brief advice from financial experts, helpful technology software and tools, and examples from actual life prepare you for personal financial success.
Handbook of Financial Planning and Control
Handbook of Financial Planning and Control
Published by Gower Publishing, Ltd. 2013
ISBN 0566083728,9780566083723
379 pages
In this third edition, the Handbook of Financial Planning and Control provides practical guidance on how to manage resources and a critical examination of the conventional techniques of financial planning , and control through the introduction of new approaches. Additional chapters have been added to introduce Strategic Management Accounting, Activity Based Costing and the Balanced Scorecard, New Performance Measures, Venture Capital, Knowledge Management and Outsourcing, and Financial Considerations of eBusiness.
Personal Financial Planning
Personal Financial Planning
Published by Financial Times/Prentice Hall 2013
ISBN 027368101X,9780273681014
391 pages
The first dedicated textbook for undergraduate students studying courses in personal finance. Covering both theory and practice, Personal Financial Planning goes beyond existing product-based regulatory guidebooks and consumer guides to personal finance. This book enables students to gain a greater breadth and understanding of all aspects of personal finance from both an academic and practical perspective.The author combines technical detail with a discursive analysis of the economic, social and regulatory environment in which financial planning, as a blend of services and products, is delivered in the first decade of the twenty-first century.
The Ultimate Financial Plan
The Ultimate Financial Plan
Published by Wiley 2011
ISBN 1118107969,9781118107966
288 pages
How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection of money and life. The Ultimate Financial Plan examines the connection between actions, thoughts, and feelings when it comes to all things financial. The key to getting the most out of your wealth, the authors argue, is certainly found in the wise utilization of tools, like budgets, bank accounts, 401(k)s, IRAs, Roth IRAs, education savings plans, and real estate, as well as home, auto, business, health, disability, and long term care insurance, but even more so in the contentment found in balancing money's influence in our lives with personal values and goals. An insider's look into the recently humbled "Big 3"—the banks, brokerage firms, and insurance companies—and the inner workings that often set their proprietary goals and objectives above all A critical examination of the role of various financial sales people, advisors, planners, and consultants A guide to navigating Economic Bias—a conflict of interest involving money—and how it affects every financial decision we make The Ultimate Financial Plan is the application of the resources at your disposal for the purpose of living your life to the fullest, and this book will show you the quickest route to getting started on the path to ultimate success.
Ernst & Young's Personal Financial Planning Guide
Ernst & Young's Personal Financial Planning Guide
Published by Wiley 2004
ISBN 0471697451,9780471697459
544 pages
If you want to take control of your financial future and unlock the doors to financial success, you must have a plan that will allow you to find good investments, reduce taxes, beat inflation, and properly manage money. Whether you're new to financial planning or a seasoned veteran, this updated edition of Ernst & Young's Personal Financial Planning Guide provides valuable information and techniques you can use to create and implement a consistent personalized financial plan. It also takes into consideration the new tax rules that affect home ownership, saving for college, estate planning, and many other aspects of your financial life. Filled with in-depth insight and financial planning advice, this unique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan in conjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst & Young's Personal Financial Planning Guide, you'll learn how to tailor a plan to help you improve all aspects of your financial life.