Expert Financial Planning : Investment Strategies from Industry Leaders (J.K. Lasser Pro.)

Expert Financial Planning : Investment Strategies from Industry Leaders (J.K. Lasser Pro.)

Editorial Reviews
Book Description
Praise for J.K. Lasser Pro Expert Financial Planning

"A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street

Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to:

Set and prioritize goals
Assess your current financial status
Make projections for each goal
Devise a strategy that includes spending, saving, and investing
Review risk management
Track your financial progress
Evaluate the tax consequences of investment decisions
Select life and disability insurance

. . . all with the help of leaders in their fields, including John C. Bogle  Richard Driehaus  Peter Katt  Weston Wellington  Gregory D. Curtis  Jay Mueller, CFA, and many more . . .

Book Info
Offers financial planning advice to professionals who counsel affluent clients, was well as for investors looking to make the most of their incomes. Shows how to create and realize a financial plan that is specifically tailored to personal needs. Shows how to set and prioritize goals, track financial progress, and more. DLC: Finance, Personal.

Expert Financial Planning : Investment Strategies from Industry Leaders (J.K. Lasser Pro.)

Expert Financial Planning : Investment Strategies from Industry Leaders (J.K. Lasser Pro.),Robert C. Arffa,Wiley,0471393665,Accounting - General,Business & Economics,Business / Economics / Finance,Business/Economics,Consumer Finance,Finance,Investment Analysis,Investments & Securities - General,Personal Finance - Financial Planning,Banking,Budgeting & financial management,Business & Economics / Finance,Business strategy

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