Cfp®: 55 books
Your Expert Team
A Team-Based Approach to Advanced Financial Planning
Language: English
Release Date: August 24, 2017
“Your Expert Team” is a valuable guide for affluent individuals, families, and business owners in need of advanced financial planning. By utilizing a combination of different perspectives and expertise, “Your Expert Team” shows how a team-based approach to advanced financial planning can increase your overall financial health.
by Raymond J. Lucia, CFP
Language: English
Release Date: March 1, 2008
Language: English
Release Date: March 1, 2008
Most investors spend too much time trying to outguess the market and not enough time thinking about their long-term financial futures. That’s why today’s retirees (and soon-to-be retirees) need strategies, not stock tips. Nationally recognized Certified Financial Planner®, radio talk-show personality,...
Are You Taking Ownership of Your Career?
A Guide for the Canadian Independent Contractor
Language: English
Release Date: July 24, 2013
Not everyone is suited to be an employee! Operating a business to manufacture or sell a product is easy for those who have the capital resources to do so. For those brought up in the information age and educated to provide services rather than sell a product, it is not as easy. Independent contracting...
Beginning Investing
Explore the Risks and Rewards for Various Investment Options
Language: English
Release Date: November 8, 2016
For a beginner, investing can be an overwhelming and intimidating topic, and finding which investment options are right for you is an almost impossible task. Idiot's Guides: Beginning Investing helps the new investor understand all of the most common investment options, how to choose the right ones...
Financial Stewardship
A Guide for Personal Financial Health and Wellness
Language: English
Release Date: June 24, 2014
This unique guide begins with why and how to shift the old perceptions of personal finances from a 'numbers-oriented, stand alone, judgment filled' view to a rewarding one that encompasses our core intentions, individual needs and goals, and ownership for all aspects of our health and wellness. The word...
by Aileen Miga,CFP,Dr. Janice Hughes
Language: English
Release Date: May 2, 2011
Language: English
Release Date: May 2, 2011
Create Wealth from Within Learn to use money intentionally with meaning purpose and direction to create the fulfilling life you desire. Inspired Wealth: Financial Leadership for the 21st Century is a framework for using money intentionally. This is where Coaching meets Financial Planning and the result...
Retire Wealthy
The Tools You Need to Help Build Lasting Wealth - on Your Own or with Your Financial Advisor
Language: English
Release Date: June 26, 2014
Retire Wealthy, author Eric D. Brotmans second book, aims to provide readers with the tools needed to achieve financial independence in retirement. Specifically, Retire Wealthy serves as a financial literacy resource for readers who want to learn the basics of financial planning and wealth-building...
The Complete Idiot's Guide to Paying for College
Find the Money You Need for the College You Want
Language: English
Release Date: October 5, 2010
A higher education without falling deep in debt.
With the lack of financial aid, grants, and scholarships available today due to the economic climate, parents and students need serious help in finding ways to pay for college. Savings plans and resources have disappeared. Loans seem impossible...
by Larry Mathis, CFP, AIF
Language: English
Release Date: June 13, 2016
Language: English
Release Date: June 13, 2016
How does a suddenly widowed 35-year old woman, with no job, no credit and no college education, successfully raise her seven children and still manage to retire debt-free at age sixty-two with money in the bank? A Certified Financial Planner professional, with extensive formal education in financial...
by Michael E. Kitces, MSFS, MTAX
Language: English
Release Date: March 5, 2014
Language: English
Release Date: March 5, 2014
Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges. It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.The 2014...
6 Secrets to Leveraging Success
A Guide for Entrepreneurs, Family Offices, and Their Trusted Advisors
Language: English
Release Date: March 27, 2018
As an actuarial analyst for some of the largest companies in the world and as a Certified Financial Planner(TM) Professional, Chris Jarvis gained critical insights into the successful operations of hundreds, if not thousands, of businesses and professional practices. He has been solving complex business,...
Considering Divorce?
Critical Things You Need to Know.
Language: English
Release Date: September 5, 2013
The decision to divorce is not an easy one and is often a very diffi cult and confusing topic. Th is book, Considering Divorce by Melinda Eitzen, Joanna Jadlow, and Brenda Lee Roberts, is designed to help you through this tough decision-making process. If you or someone you know is considering divorce,...
by James R. LaPiedra , CFP®
Language: English
Release Date: July 7, 2016
Language: English
Release Date: July 7, 2016
Identity theft can destroy your reputation, deplete your bank accounts, and do serious damage to your financial future. You need a complete solution to prevent it, detect it, and recover from it when it happens. James LaPiedra clearly outlines the problem and explains how to: • assess your current...
Wired for Wealth
Change the Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential
Language: English
Release Date: January 1, 2010
Neuroscience and money are being bandied about from Wall Street to Main Street, with people realizing that what goes on in their brain directly impacts their bank account. As financial stress mounts and an economic crash looms, the Wired for Wealth authors show that the biggest threat to your financial...