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

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 illus...

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Tác giả chính: Sestina, John E.
Tác giả khác: John E. Sestina
Ngôn ngữ:Undetermined
English
Được phát hành: Hoboken, New Jersey Wiley 2016
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Thư viện lưu trữ: Trung tâm Học liệu Trường Đại học Trà Vinh
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020 |a 9781119069126 
041 |a eng 
082 |a 332.02401 
082 |b S494 
100 |a Sestina, John E. 
245 0 |a Planning A successful future 
245 0 |b managing to be wealthy for individuals and their advisors 
245 0 |c John E. Sestina 
260 |a Hoboken, New Jersey 
260 |b Wiley 
260 |c 2016 
300 |a xiii, 226 p. 
300 |c 24 cm 
520 |a 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 
650 |a Finance; Personal; Portfolio management; Financial planners 
700 |a John E. Sestina 
980 |a Trung tâm Học liệu Trường Đại học Trà Vinh