Description
Book SynopsisMake a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin, a CPA, CMA, CFM (Certified Financial Manager) and ChFC (Chartered Financial Consultant) who has worked in every facet of accounting including professor, shares the most valuable knowledge (through experience) in a concise and thorough 6 page laminated guide designed to offer life changing guidance for a ridiculously low price. He feels as we do at BarCharts Publishing that everyone should have the tools to succeed. 6-page laminated guide covers: Objectives Process of Personal Financial Planning Saving & Investing Investment Funds (Stock & Bond Funds) Managing Investment Risk Working with Advisors Retirement Planning Insurance Income Tax Return Preparation & Planning Estate Planning Personal Financial Recordkeeping Debt Consolidation Review Your Plan & Progress Toward Goals Maintain a Solid Credit Rating Home Mortgage P
