Financial Planning Solutions: Focusing On Your Financial Success

You face a lifetime of important financial decisions Let the author, a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP)(R) and graduate of Cornell University with more than 15 years of experience in the financial industry teach you the tools and techniques you need to reach your financial goals and be your guide as you make these important financial decisions. "Financial Planning Solutions" tackles key financial planning topics using real-life, day-to-day client experiences. Just as important, as a reader you will be directed to further resources and useful links that will enhance your learning and help you accomplish your financial goals. Among other financial planning topics, "Financial Planning Solutions" addresses the following: - Creating a Formal Financial Plan - Your Investment Portfolio - Saving for Education Expenses - Understanding Insurance - Planning for Retirement - Optimizing Social Security - Obtaining Medicare - Long-Term Care Options - Estate Planning "Financial Planning Solutions" combines the down to earth personal advice given by those such as David Ramsey and the "For Dummies" series with the practical and real-world solutions provided by traditional text books. Whether you are a newlywed or retiree, just starting on a financial plan or studying for a CFP certification you will find this book useful. Dive in to find out why "Financial Planning Solutions" has been endorsed and used by academics and practitioners alike. Please be sure to become familiar with Inheritance of Hope (http: //inheritanceofhope.org/) a 501(c)(3) charity dedicated to inspiring hope in young families facing the loss of a parent. A portion of all proceeds from the sale of this book are provided to Inheritance of Hope.

• | Author: Conor Gillen
• | Publisher: Cst Publishing
• | Publication Date: May 12, 2018
• | Number of Pages: 280 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 069211839X
• | ISBN-13: 9780692118399