Finance For Dad: Financial Planning Manual

FINANCE FOR DAD is about your financial progress through the different stages of your life. The book begins by inviting you to carry out an exercise that consists of the evaluation of your current performance in each of the areas related to your financial life, comparing it to a successful model. The results will allow you to discover both your strengths and those areas that need improvement. The six stages of your financial life: A.Childhood to youth (0 to 18) B.Professional formation (19 to 30) C.Family structure (31 to 45) D.Maximum development (46 to 55) E.Pre-retirement (56 to 65) F.Retirement (> 65) The text explores the seven financial areas you have to cope with, giving behavior patterns in each of them: 1.Basic financial situation: All aspects related to your income and day to day finances 2.Essential Assets: Your home, your car and other assets 3.Insurance: How are you managing your risks 4.Investments: Your investment portfolio 5.Retirement: Your retirement plan 6.Estate: When is the time to prepare your estate? 7.Taxes: How to manage taxes efficiently. Finally, the book provides financial models and simulators that guide you in preparing your personal financial plan. The outcome is the most efficient management of your economic resources, which will bring more happiness of both you and your family.

• | Author: R. A. Bridges
• | Publisher: CreateSpace Independent Publishing Platform
• | Publication Date: May 03, 2016
• | Number of Pages: 334 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 1533075328
• | ISBN-13: 9781533075321