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Personal Financial Planning (Quick Study Business)

Date: November 1st, 2017
ISBN: 1423236564
Language: English
Number of pages: 6 pages
Format: True PDF
Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page Eguide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed.

6-page Eguide covers:
• Objectives
• Process of Personal Financial Planning
• Saving & Investing
• Investment Funds (Stock & Bond Funds)
• Managing Investment Risk
• Working with Advisors
• Retirement Planning
• Insurance
• Income Tax Return Preparation & Planning
• Estate Planning
• Personal Financial Recordkeeping
• Debt Consolidation
• Review Your Plan & Progress Toward Goals
• Maintain a Solid Credit Rating
• Home Mortgage Process

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