Personal Financial Planning : Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life PDF
by Michael P Griffin
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Description
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:
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
Information
-
Download - Immediately Available
- Format:PDF
- Pages:6 pages
- Publisher:BarCharts, Inc.
- Publication Date:01/11/2017
- Category:
- ISBN:9781423236801
Information
-
Download - Immediately Available
- Format:PDF
- Pages:6 pages
- Publisher:BarCharts, Inc.
- Publication Date:01/11/2017
- Category:
- ISBN:9781423236801
