I Hate Financial Planning

Do you hate tax season? ... The thing about financial planning is there's never a wrong time to start or a set amount of money you need. ... They have merely been plucked from the gamut of financial planning possibilities.

Author: Suzanne Olson

Publisher: McGraw Hill Professional

ISBN: 9780071446044

Category: Business & Economics

Page: 305

View: 116

Download →

The essentials of personal financial management in a painless, easy-to-follow format ". . . [this] site offers a light touch to a topic that can be bogged down in heavyhanded advice." --Investor's Business Daily Three in four Americans hate financial planning, calling it tedious, boring, intimidating, and confusing. I Hate Financial Planning speaks to these people with a refreshing attitude for straightening out their finances. Engaging and humorous, it provides investors with a welcome change of pace from the standard dry, serious tome as it gives them: Everything from essential information to witty, tongue-in-cheek tips Work sheets and checklists for busy readers Answers to some of the most common financial questions Practical tools for planning short- and long-term finances The truth behind numerous well-known-- and dangerously wrong--financial myths
Posted in:

The Ultimate Financial Plan

This planning should never be undertaken with the thought that, with enough money, you could buy your way out of servitude in a job or career you hate. Retirement financial planning should be looked upon as a way to continue to live ...

Author: Jim Stovall

Publisher: John Wiley & Sons

ISBN: 9781118073537

Category: Business & Economics

Page: 288

View: 879

Download →

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.
Posted in:

Retirement Planning For Dummies

Prioritizing College Savings Over Retirement If you must choose between saving for the kids' college fund versus your ... I hate to doubt the capability of the federal government to track the payroll deductions of millions of workers, ...

Author: Matthew Krantz

Publisher: John Wiley & Sons

ISBN: 9781119627623

Category: Business & Economics

Page: 352

View: 855

Download →

Advice and guidance on planning for retirement Retirement Planning For Dummies is a one-stop resource to get up to speed on the critical steps needed to ensure you spend your golden years living in the lap of luxury—or at least in the comfort of your own home. When attempting to plan for retirement, web searching alone can cause you more headaches than answers, leaving many to feel overwhelmed and defeated. This book takes the guesswork out of the subject and guides readers while they plan the largest financial obligation of their life. Take stock of your finances Proactively plan for your financial future Seek the help of professionals or go it alone Use online tools to make retirement planning easier Whether you're just starting out with a 401(k) or you’re a seasoned vet with retirement in your near future, this book helps younger and older generations alike how to plan their retirement.
Posted in:

Life Centered Financial Planning

Mitch remembers taking a financial planner through the index and ... The planner responded, “That's because I love what I do, but I hate the place I work and don't like the people I work with.” “You can do something about that, ...

Author: Mitch Anthony

Publisher: John Wiley & Sons

ISBN: 9781119709091

Category: Business & Economics

Page: 240

View: 468

Download →

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Posted in:

8 Things We Hate About IT

Relationship managers work with their business partners to identify anticipated needs for the next fiscal year and lobby the IT financial planner on your behalf. The result is similar to a typical financial plan, with final budgets less ...

Author: Susan Cramm

Publisher: Harvard Business Press

ISBN: 9781422157831

Category: Business & Economics

Page: 208

View: 200

Download →

"Why can't you get what you really want from IT? All you desire is a ready-and-willing partner to help you exploit IT to drive your business. Instead, you get endless rules and regulations, not to mention processes, projects, and technologies that deliver too little, too late, for too much. It's frustrating! How to build a relationship that puts you firmly in control and produces the business results you need? In The 8 Things We Hate About IT, Susan Cramm provides the answers. Start by understanding differences between operational and IT managers - in backgrounds, personality, pressures, and incentives. Cramm explains how differences prevent operational managers and IT from communicating what, why, and how they do what they do. Citing case studies and stories, the author then presents practical strategies for overcoming the difficulty. These include seeing things from your IT partners' perspective, developing a single version of 'truth,' and assuming accountability for IT just as you've done for management of your firm's financial and human resources. Brutally honest, provocative, and filled with sound advice, this book reveals that the key to solving the IT problem is decidedly un-IT: it's a deeper understanding of human behavior, including how to apply your leadership skills to the world of IT."
Posted in:

The One Minute Financial Planner

I have a plan. My broker did one for me. • I have a plan. I got it online. • There's no way I will ever have enough time and money to pay for • my child's college. ... Financial planning is only for the wealthy. ... I hate insurance.

Author: Joel Redmond

Publisher: Xlibris Corporation

ISBN: 9781456866464

Category: Business & Economics

Page: 150

View: 944

Download →

Bloomberg says “sell”, but CNBC says “buy”. “Don’t you dare tap your home equity!” says one money expert. “Home equity line rates are at all time lows,” the other expert says. Who are you supposed to believe? Does this sound familiar to you? If so, The One-Minute Financial Planner is for you. Written to bridge the gap arising from a school system lacking in sound money management principles, The One Minute-Financial Planner is filed with useful truths and actionable, easy-to-implement steps that will help make any reader more financially confident. Divided into six general segments, the articles inside the book will help you address misconceptions about dozens of situations that arise every day, whether it’s using a stop-loss order for your biggest stock position or figuring out if your revocable living trust does everything you want it to. The One-Minute Financial Planner is practice, not theory. Written by a practicing financial planner with over six years’ experience at two major Wall Street firms, it breaks down the complex world of finance into sixty common misconceptions people have about investing, planning, and retirement. Best of all, each topic is short, clear, and ends with several real-world, right-now things you can do to improve your financial literacy. Got a minute? Spend it with the One Minute Financial Planner. Your financial well-being may depend on it.
Posted in:

Getting Started as a Financial Planner

I hate to say it , but there is social pressure to drive the right car and go to the right vacation spots in my circle of friends . They seem to afford it all , but I can't anymore . I need a financial plan before I spend my family into ...

Author: Jeffrey H. Rattiner

Publisher: John Wiley and Sons

ISBN: 0470885548

Category: Business & Economics

Page: 368

View: 957

Download →

There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Posted in:

1001 Incredible Things to Do on the Internet

825 I Hate Financial Planning http://www.ihatefinancialplanning.com You might hate it, but it's a good idea to do some. Make sure you sign up for the weekly planning tip. 826 Money Central http://moneycentral.msn.com Money is central to ...

Author: Ken Leebow

Publisher: Hachette UK

ISBN: 9780759526167

Category: Computers

Page: 240

View: 515

Download →

According to author Ken Leebow the Internet should be fun, but for many it is a frustrating place that often disappoints them. This guide to the Internet offers useful tips on making the whole thing work faster and in a more satisfying manner. Using the Internet should be fun, not frustrating. With over 168 million Americans going online, millions of Web sites have sprung up on a mind-numbing amount of topics. Weeding through them all can be a time-consuming hassle. With 1001 INCREDIBLE THINGS TO DO ON THE INTERNET, beginners and experienced users alike can learn to “surf without the search” and bypass those search engines that take forever to download and too often don’t provide the right information anyway. In this complete compendium, conveniently organized from A to Z, author Ken Leebow lists the very best sites on everything from car shopping to personal credit ratings to playing games with people online. If there’s an important site on a particular subject, readers can be sure that Ken Leebow has included it here.
Posted in:

How to Open Operate a Financially Successful Personal Financial Planning Business

I hate having someone else tell me what to do or how to do it. I am done with formal education ... I have enough of my own money and resources 266 How to Open & Operate a Financially Successful Personal Financial Planning Business ...

Author: Peg Stomierowski

Publisher: Atlantic Publishing Company

ISBN: 9781601383341

Category: Business & Economics

Page: 336

View: 985

Download →

Millions of Americans every year have troubles with their finances. They turn to experts in droves, asking for help in filing their taxes, consolidating their debt, or just planning how they will pay their bills and invest their retirement funds. For anyone looking to become a financial planner, there is a huge amount of room open to step into the industry and start providing your expertise and services to individuals across the board of American finances. This book was written for anyone who has ever wanted to dip their foot into financial planning but did not know where to start. Through hours of meticulous research, the author has compiled countless resources for potential planners that will guarantee a successful start for your new business. You will learn the fundamental basics of financial planning, starting with the very process that most planners use to organize their own finances. You will learn how to organize financial statements and to create plans and how to properly manage taxes to great effect. You will learn how to manage basic assets such as cash, savings, home equity, and automobiles. You will learn how to effectively manage credit and how to deal with insurance including life insurance, health insurance, and property insurance. Whether you will be operating out of your home or you are looking to buy or rent office space, this book can help you with a wealth of start-up information, from how to form and name your business to deciding if this will be a joint venture or if you would rather work solo. Valuable information on forming a Partnership, LLC, Corporation, or becoming a Sole Proprietor, the four types of business formations, is included, and also the legal implications of each. This complete manual will arm you with everything you need, including sample business forms; contracts; worksheets and checklists for planning, opening, and running day-to-day operations; lists; plans and layouts; and dozens of other valuable, timesaving tools of the trade that no business owner should be without. While providing detailed instruction and examples, the author leads you through every detail that will bring success. You will learn how to draw up a winning business plan (the companion CD-ROM has the actual business plan you can use in Microsoft Word
Posted in:

The Contemporary Woman s Guide to Midlife

Financial. Thing. Reprint. Originally published in 40+ an online magazine for women Twisted Spinster column, 3/12/04. I. PAID A VISIT TO. IHATEFINANCIALPLANNING.COM. I hate financial planning and this was my second visit.

Author: Carla Herrera

Publisher: Carla Herrera

ISBN: 9781413745610

Category: Biography & Autobiography

Page: 64

View: 424

Download →

The Contemporary Womans Guide to Midlife is an autobiographical tour through midlife. The author takes the reader through her transformation in early midlife and allows a brief, but intimate, glimpse of one womans perspective on the process. Essay topics include the empty nest, menopause, values and relationships. A must read for anyone approaching or knowing someone who is approaching midlife or major life transitions.
Posted in: