Personal Financial Planning: Guide to Setting Goals, Protecting Assets, Investing and Gaining Security for a Good Life (First Edition, New)Other - First Edition, New, 1 November 2017

Make 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 Process