Go Simple: The Playbook to Financial Security - Softcover

 
9781457522239: Go Simple: The Playbook to Financial Security
Softcover
ISBN 10: 1457522233 ISBN 13: 9781457522239
Verlag: Dog Ear Publishing, 2013

Inhaltsangabe

Go Simple

The Playbook to Financial Security provides a ten step game plan to help you achieve financial security and a life with peace of mind for you and your family.

By emphasizing the virtues of simplicity in your life and in your personal finances, you will learn to achieve financial security by:
• Living the simple life and spending wisely
• Tracking your spending
• Building an emergency fund
• Saving for goals and avoiding unnecessary debt
• Purchasing the right home at the right time
• Investing for long term goals such as retirement or a college education
• Protecting your identity
• Reducing your exposure to financial risk
• Planning for disability and communicating your final wishes
• Performing an annual checkup

Go Simple and let the playbook guide you to financial security!

Matthew T. Mellett has worked in the financial services industry since 1984. He earned a Bachelor of Science degree from Lehigh University and a Master of Science degree from the College for Financial Planning.
He has also earned the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from The American College and has been active in the Society of Financial Service Professionals.
Matthew is the founder and owner of a fee-only financial planning firm where he works with clients to develop personal financial plans and provides financial literacy education to people of all ages.

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Verlag
Dog Ear Publishing
Erscheinungsdatum
2013
Sprache
Englisch
ISBN 10 
1457522233
ISBN 13 
9781457522239
Einband
Taschenbuch
Anzahl der Seiten
136
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Nicht verfügbar