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Expert Financial Planning (Investment Strategies from Industry Leaders)
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$68.50
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Product Details
Author:
Robert C. Arffa
Series:
J.K. Lasser Pro
Format:
Hardcover
Pages:
448
Publisher:
Wiley (March 9, 2001)
Language:
English
Audience:
General/trade
ISBN-13:
9780471393665
Weight:
30.24oz
Case Pack:
22
File:
Wiley-wileyUS_2_1_20260415-20260415.xml
Folder:
Wiley
List Price:
$68.50
As low as:
$65.08
Publisher Identifier:
P-WIL
Discount Code:
D
Dimensions:
6.38" x 9.35" x 1.43"
Pub Discount:
50
Imprint:
Wiley
Country of Origin:
United States
Overview
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 . . .
"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 . . .
