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Finding Your Center: Achieving Confidence Through Financial Planning - Couverture souple

Adams, Lauren; Wyman, Timothy

 
9798992085327: Finding Your Center: Achieving Confidence Through Financial Planning
Couverture souple
ISBN 13 : 9798992085327
Editeur : Center for Financial Planning, 2025

Synopsis

As we celebrate our 40th year in business, “Finding Your Center” is the culmination of decades we’ve spent working with people like you, a guide to the financial planning process that will pinpoint the strategies designed to make your life better, now and for decades to come. It was collectively written by our lead advisors and includes the knowledge and experience of our team. It covers the major areas of financial planning, including goals-based planning, building personal financial statements, retirement planning (including key strategies for Social Security and Medicare), investment management, tax planning, charitable giving, education planning, insurance and risk management, longevity planning, and estate planning. Key concepts and strategies are illustrated through fictional stories that help engage the reader. It’s no coincidence that the term “financial planning” is in the name of our company. We openly tell you what we do, and this book gives you a good idea of how we do it.

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Éditeur
Center for Financial Planning
Date d'édition
2025
Langue
anglais
ISBN 13 
9798992085327
Reliure
Broché
Nombre de pages
168
Coordonnées du fabricant
Printed 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