Making Sense on the Dollar: Tips and Tactics for Avoiding Potholes on the Road to Successful Financial, Investment, and Retirement Planning. - Couverture souple

Anderson Jr CPA,CFP, EA, Scott K

Couverture souple

ISBN 10 : 1477576673 ISBN 13 : 9781477576670

Editeur : CreateSpace Independent Publishing Platform, 2012

Synopsis

Thanks to the Internet, all of us have too much information about financial, investment and retirement planning. Every alternative has an apparent rationale and success story, so it is difficult to know what to do. Without a basic understanding of what is really involved in such planning, it is even harder to set and keep realistic goals in those endeavors. Using client experiences and situations, Scott discusses the pot holes, pitfalls, and conflicts that many people encounter in even the most basic efforts in financial, investment and retirement planning. Making Sense on the Dollar is an easy to read resource for straightforward discussions about the financial, investment and retirement planning processes and the trade-offs involved in those processes. It should be the first book anyone interested in financial, investment and retirement planning should read before seeking professional guidance in those areas.

A propos du livre

À propos de l?auteur

Scott Anderson has spent over 35 years in corporate accounting and finance after earning his MBA from Stanford University in 1975. Scott has worked in his own businesses, in venture capital start ups, and in corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies. Starting in 1999 following an unplanned business transition, Scott earned his CPA, CFP® and EA certifications and began an active practice in tax, financial and investment planning for individuals and small business owners. For over 30 years, Scott has been teaching the beginning accounting courses in undergraduate and graduate programs at several local colleges and universities in Southern California. Currently he serves as Adjunct Professor in Accounting at Chapman University and at Pepperdine University, respectively. Scott is an active member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care. Scott earned an undergraduate degree in Chemical Engineering from the University of Pennsylvania on a Naval ROTC scholarship and a Masters in Chemical Oceanography from the Scripps Institution of Oceanography at the University of California, San Diego prior to going on active duty. Scott served in Vietnam where he received several decorations and was an Navy admiral’s aide in Washington, D.C. during the summer of Watergate before leaving the Navy to pursue his MBA studies.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2012
• Langue: anglais
• ISBN 10: 1477576673
• ISBN 13: 9781477576670
• Reliure: Broché
• Nombre de pages: 178
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg