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Smart and Simple Financial Strategies for Busy People

0743269942


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From Publishers Weekly
Starred Review. Quinn's latest guide to personal finance covers the usual terrain: budgeting, consumer debt, mortgages, college funds and investments. However, not every financial writer is blessed with Quinn's charm-a blend of Pollyanna and Mary Poppins with a snappy wit thrown in-and her sensible approach to streamlining one's financial life make this a stellar entry in the genre. Quinn's most useful observation is that people seldom spend money they can't lay their hands on. Hence, she advocates the use of automated account debits to "disappear" paycheck earnings into savings. Credit card debt is dispatched with admirable simplicity: request lower rates from lenders, switch to a cheaper card, or convert credit card to mortgage loan debt. While such solutions aren't foolproof, Quinn explains the caveats of...


Ernst and Young's Personal Financial Planning Guide
Martin Nissenbaum
0471687243
September 2004
Paperback
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From Library Journal
As is common with financial planners, this one, written by staff at one of the Big Six accounting firms, covers such things as determining net worth, setting up and following a budget, accumulating assets (most importantly by developing the savings habit), and stocks, bonds, mutual funds, and cash equivalents. It explains investment risk and return; home buying and selling; the various types of insurance (life, home, health, car, and disability); the financial consequences of marriage, prenuptial agreements, and divorce; paying for college; and estate planning. The work is unique in a couple of areas: it covers starting a business especially thoroughly and bases planning on a "life event" perspective?gearing the planning to the goal. Unfortunately, in common with other financial planners, it virtually ignores...


Secrets of the Millionaire Mind
T. Harv Eker
0060763280
Mar 2005
Hardcover
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From Publishers Weekly
Eker's claim to fame is that he took a $2,000 credit card loan, opened "one of the first fitness stores in North America," turned it into a chain of 10 within two and a half years and sold it in 1987 for a cool (but somewhat modest-seeming) $1.6 million. Now the Vancouver-based entrepreneur traverses the continent with his "Millionaire Mind Intensive Seminar," on which this debut motivational business manual is based. What sets it apart is Eker's focus on the way people think and feel about money and his canny, class-based analyses of broad differences among groups. In rat-a-tat, "Let me explain" seminar-speak, Eker asks readers to think back to their childhoods and pick apart the lessons they passively absorbed from parents and others about money. With such psychological nuggets as "Rich people focus on opportunities/ Poor...


Smart Couples Finish Rich : 9 Steps to Creating a Rich Future for You and Your Partner

0767904842


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Book Review
Like many savvy business people of the 21st century, David Bach offered his first pearls of financial wisdom to women, in his bestselling book Smart Women Finish Rich. Recognizing that these women are often accompanied by significant others and that money arguments are the number one cause of divorce in America, Bach has now broadened his scope. Presumably intended to help change this depressing statistic, Smart Couples Finish Rich is a well-written financial planning tool, packed with useful charts and information, inspiring examples, and practical advice.

For people who've been disappointed by the shallowness of some of the "quick tips" self-help books out there, the subtitle of this book is a little misleading. Bach's nine steps are not instant change techniques or chirpy little quips to recite to yourself whenever you...



Money and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most
Bruce Helmer
092963652X
March 2006
Paperback
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Book Description
As a financial adviser, one of the simple truths Bruce Helmer has learned is that relationships are the single greatest influence on how people use their money and plan for the future. When people talk about their hopes and dreams, they talk about the people they love. Their future, the life they wish to live, is always full of the people most important to them. They don't talk first about dollars and cents, Dow Jones averages, or bond yields. They talk about a spouse, a parent, a child. When imagining their financial futures, even those without family often focus on others, such as employees, friends, faith communities, and charities. In Money and the People You Love Helmer outlines a new way to approach financial planning based on this important and nearly universal principle.

About the...


The Automatic Millionaire
David Bach
0767923820
Dec 2005
Paperback
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Book Review
Despite its sensational title, David Bach's The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich is not a get-rich-quick guide. Rather, the book is a straightforward march through common-sense personal financial planning that suggests readers "automate" their contributions to retirement and investment vehicles. Bach, in fact, calls his model the "tortoise approach" to becoming wealthy by retirement age.

In the early part of the book Bach builds on ideas he established in Smart Women Finish Rich and other bestselling titles. His core principle is that, to succeed, you must "Pay Yourself First." In other words, he suggests using pre-tax retirement accounts (i.e. 401(k)s, IRAs, or Roth IRAs) to set aside a fixed, monthly sum of money before considering what is left for living expenses. The...



Personal Financial Planning
Lawrence J. Gitman
0324282478
March 2004
Textbook Hardcover
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Book Description
This text, now in its tenth edition, is clear and concise with shorter chapters that allow for flexible course organization without compromising coverage. Designed as a mid-level approach to personal financial planning, this text is written in a conversational style with many real-life examples. The life-cycle approach, practical applications, and decision-making focus are reinforced with expert advice, helpful tools, and real-life examples.

About the Author
Lawrence J. Gitman, San Diego State University. Dr. Gitman is a prolific textbook author and has published numerous articles in a variety of finance-related journals. He is Past President of the San Diego Chapter of the Financial Executives Institute, the Midwest Finance Association, and the Academy of Financial...


Missed Fortune 101
Douglas R. Andrew
0446576573
Jan 2005
Hardcover
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Living Better For Less : Ways to Improve Your Lifestyle Without Having to Increase Your Income

0970485905


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Book Description
This Book will save you a lot of money. Are you tired of making more money and still not being able to enjoy the things you want? Do you need less stress in you daily life? Are you struggling to afford vacations without going into debt? Do you have a house full of "things" but still seem to need more? Then this book was written for you. You will learn how a few simple changes can save you hundreds or even thousands of dollars every year. How to travel for free or at reduced rates. Which insurance coverages are critical to have and which ones could be a waste of money. What you need to know about banking that can save you time, money and aggravation.

About the Author
Doris H. Spears, M.S. is a professional speaker, publisher and real estate broker. As the mother of three sons,...


Die Broke: A Radical, Four-Part Financial Plan
Stephen M. Pollan
0887309429
October 1998
Paperback
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Book Review
Baby boomers, forget all you've learned from your parents about managing your money, your career, and your life. In Die Broke, Stephan Pollan challenges readers to rethink their notions of workplace, money, retirement, and inheritance. He believes that most of us are rooted in thinking that's out of sync with the realities of today's economy. For example, according to Pollan, the "job" is not what it used to be--there's no such thing as corporate loyalty. Making it in today's workplace means putting your own interests first, not your company's. Pollan argues that you should do your best at work, but make sure you're getting the best deal financially. If you're not, then get another job. After all, it's only a job.

Die Broke is organized into two sections: the first lays out the principles for dying broke. Pollan...



Rich Dad's Cashflow Quadrant
Robert T. Kiyosaki
0446677477
May 2000
Paperback
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From AudioFile
This is one of the best of the Rich Dad Poor Dad audios. The core idea in this series is that being an investor or business owner gives one more freedom and a higher upside than being someone else's employee or being an owner-operator of a business. With vivid personal stories, the authors show that many people, including the author's "poor" dad (an educational administrator), choose working for others because of insecurity or misguided trust in organizations. One builds true financial freedom by accumulating assets that make money, especially rental property. Though others have offered this advice, it's clearer and more potent here, and worth listening to many times if your financial insecurity or complacency needs a push. T.W. © AudioFile 2003, Portland, Maine-- Copyright © AudioFile, Portland,...


Rich Dad's Guide to Investing: What the Rich Invest in, That the Poor and the Middle Class Do Not!
Robert T. Kiyosaki, Sharon L. Lechter
0446677469
June 2000
Paperback
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Book Review
The rich are different from the rest of us, if for no other reason than U.S. tax and securities laws allow them to invest in ways that keep us from catching up to them. That's why 90 percent of all corporate shares of stock are owned by 10 percent of the people. Kiyosaki believes it's possible for anyone to move up into that 10 percent, but it takes a different view of investing than most people have: it takes a plan to be a successful investor. And a plan is more than simply buying and selling, or collecting "assets" that bring in no cash and are thus more akin to liabilities. The way most people invest, "they might as well be pushing a wheelbarrow in a circle," he writes. A plan is "mechanical, automatic, and boring," a formula for success that has worked historically for most of those who've used it. Kiyosaki's "rich dad"...


Secrets of the Millionaire Mind CD
T. Harv Eker
0060776579
Mar 2005
Audio Compact Disc - Abridged
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From Publishers Weekly
Eker's claim to fame is that he took a $2,000 credit card loan, opened "one of the first fitness stores in North America," turned it into a chain of 10 within two and a half years and sold it in 1987 for a cool (but somewhat modest-seeming) $1.6 million. Now the Vancouver-based entrepreneur traverses the continent with his "Millionaire Mind Intensive Seminar," on which this debut motivational business manual is based. What sets it apart is Eker's focus on the way people think and feel about money and his canny, class-based analyses of broad differences among groups. In rat-a-tat, "Let me explain" seminar-speak, Eker asks readers to think back to their childhoods and pick apart the lessons they passively absorbed from parents and others about money. With such psychological nuggets as "Rich people focus on...


Money Came by the House the Other Day: A Guide to Christian Financial Planning
Robert W. Katz
1932021175
January 2006
Paperback
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Oral Roberts, Founder/Chancellor, Oral Roberts University, Tulsa, OK
"I wish I had this book when I began my healing ministry... READ THIS BOOK, STUDY IT!"

Ronald E. Cottle, Ph.D., Ed.D., President, Christian Life School of Theology, Columbus, GA
"This is a practical, common sense handbook that every Christian should have. I heartily recommend [it]"

See all Editorial Reviews


Family Wealth--Keeping It in the Family: How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
James E. Hughes Jr.
157660151X
May 2004
Hardcover
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H. Peter Karoff, Founder and Chairman, The Philanthropic Initiative, Inc.
"Brilliant case statement for the importance of the nurturing of character, of self-confidence, and of respect forthe value of work."

Lee Hausner, Ph.D., Author of Children of Paradise: Successful Parenting for Prosperous Families
"Invaluable direction… an essential guide for the creation of legacy families."

See all Editorial Reviews


Tools and Techniques of Financial Planning
Stephan R. R. Leimberg
0872186563
November 2004
Textbook Paperback
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Personal Financial Planning
G. Victor Hallman
0071419446
May 2003
Hardcover
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Book Description
With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

Download Description
"With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition...


Start Late, Finish Rich
David Bach
0767919467
Jan 2005
Hardcover
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From Publishers Weekly
The seventh book in seven years of the Finish Rich series (two million in print) is aimed at older readers who have neglected their savings. It reads like an infomercial script, brassily positive and unrelentingly motivational. Anyone can finish rich, says Bach (Automatic Millionaire, etc.), if they are willing to "spend less, save more, and make more." The bulk of the book describes a variety of tactics and strategies (many covered in his previous books) for accomplishing these three tasks. Readers of financial help books will have heard many of Bach's ideas before, but he does deliver a lion's share of solid advice in an entertaining format, and, for good measure, he throws in an occasional counterintuitive gem, such as why paying off credit card debt can be "a huge mistake." He also anticipates and overcomes...


Cracking the Millionaire Code
Robert G. Allen
1400082943
May 2005
Hardcover
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From Publishers Weekly
Chicken Soup coeditor Hansen and business writer Allen (Nothing Down) promote the idea that ultimate success is achieved through four key wealth codes: the Destiny Code (discovering your place in the universe); the Prism Code (finding the path to success); the Angel Code (building the right team); and the Star Code (finding the right customers). The codes form the basis of the chapters that follow, which specify how exactly to crack each one and to create an ultimate life's work. There is some useful advice, mainly on assembling the right support system, maximizing the potential of ideas and giving back. Unfortunately, these core concepts are made unnecessarily complex by a byzantine system of related buzzwords (Serendestiny, hundredfolding). The pace is further slowed by intermittent word puzzles that repeat key...


AARP Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy
Michael T. Palermo
1402718381
December 2004
Paperback
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Book Description
Here is the absolutely essential and totally comprehensive guide to wills, trusts, estate planning, and crafting a personal legacy.

Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.

In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and...


Practicing Financial Planning for Professionals
Sid Mittra
1881995003
September 2005
Textbook Paperback
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Harold Evensky, CFP, 2005
"It's an invaluable reference... Now in it's 9th edition...it has become an institution."

Book Description
This is the textbook version of the critically acclaimed Practicing Financial Planning for Professionals. It is the 9th edition, updated August 2005.

See all Editorial Reviews


The Wealthy Barber, Updated 3rd Edition
David Chilton
0761513116
Nov 1997
(Paperback) - Revised Ed.
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Review
" . . . quite simply the best financial self-help book."
--Money Book Club, Book-of-the-Month Club

Review
" . . . quite simply the best financial self-help book."
--Money Book Club, Book-of-the-Month Club

See all Editorial Reviews


Smart Women Finish Rich: 9 Steps to Achieving Financial Security and Funding Your Dreams
David Bach
076791029X
January 2002
Paperback
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Book Review
David Bach's Smart Women Finish Rich is a homage to the financial wisdom of his grandmother; it's also an excellent foundation for women who are starting to get their financial lives in order. Bach's approach to money management is rooted in years of investment seminars for women and his work as senior vice president of investments at Morgan Stanley Dean Witter. During that time he recognized that "people rarely know what is truly driving them emotionally when it comes to money." In response, Bach has written a guide to money management for women based on his belief that "financial planning is as much an emotional issue as it is an intellectual one." Are you considering your values in your work and investing? What part of your daily work is driven by your goals in life? Is your latte habit preventing you from accumulating...


The Retirement Savings Time Bomb . . . and How to Defuse It
Ed Slott
0142003778
Dec 2003
Paperback
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From Publishers Weekly
As if the stock market hadn’t been bad enough lately, sinking and taking the nation’s retirement funds along with it, now IRA expert Slott has news of an additional nightmare: the IRS is eager to take a monstrous chunk out of whatever’s left. Slott asserts the importance of recognizing what he calls playing the back nine, or understanding that however much you’ve saved over the years, it won’t matter much if you haven’t protected it from the taxman. Indeed, the author shares the story of one schoolteacher whose heroic efforts to stash away $1.2 million for her two children went for naught when the IRS claimed all but $150,000 for each child. A few of Slott’s prescriptions: take your required distributions so you don’t get hit with additional taxes; buy life insurance to...


Automatic Wealth: The Six Steps to Financial Independence
Michael Masterson
047171027X
February 28, 2005
Hardcover
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Book Review
The advice and concepts outlined in Automatic Wealth are best suited for those in their 30s-50s who recognize that their current job will never afford them true financial independence. Rather than encourage readers to quit their day jobs today and launch into a new scheme tomorrow, Masterson shows how to turn your skills and experience into significantly more money within seven to fifteen years. For those just getting by, he details how to get the biggest pay raises now and how to move into more lucrative ventures in the near future. For those with some savings, he offers specific advice on building equity and increasing net worth significantly and quickly. Since Masterson made his millions starting and developing small businesses, he encourages people to become entrepreneurs themselves and discusses which kinds of ventures...

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