Book by Giuliani James
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Making $ense of it All (Ten Financial Principles for a Better Financial Future) is written in an easy to read and easy to understand format in order to help anyone, no matter their current financial knowledge, plan for their future. The book accomplishes this via 10 financial principles that you can easily implement starting today. Ultimately, I want this book to be a confidant you can turn to in your deepest times of financial need. No matter whom you are, money has some type of role in your life. All of us think about it to some degree, are affected by it, and as such, want to find out how to have enough money to meet certain needs and wants. After reading this book, people will be excited by the notion that they can simply learn and apply 10 financial principles and have a vastly improved financial future than they would otherwise. Not everyone is greedy or infatuated with wealth, but we all need some amount of money to meet our basic needs. If I told you one thing that could positively impact your financial future, how much would it be worth to you? People all over the country are paying $1,000 or more for a financial plan from a financial planner. Not everyone can afford that; but just because someone can't afford to purchase a financial plan, it doesn't mean they don't need a financial plan. With this book you can get access to a financial professional's deepest insights for a fraction of the cost. So many people are losing or struggling in the area of their finances because they lack discipline, procrastinate, or do not have the tools to succeed. These people in turn feel ill equipped to make strong financial decisions and may be putting their financial futures at risk. This book discusses key financial principles in approachable language, which will give you the confidence to take ownership over this area. This book is meant to not only be inspirational, but to be a reference tool that can be revisited again and again. After reading this book, among other things, you will walk away with an understanding of the following:1) When debt is good and when it is bad2) How to calculate your taxes3) What retirement planning entails4) How to build an investment portfolio5) How to build a budget that actually works6) How to make saving money a lasting habit
James Giuliani is a CFA(R) charterholder, CFP(R) professional, and CPA residing in Atlanta, Georgia. He has a BBA in accounting from Emory University and has spent his entire professional career in the financial services industry. He is married to the former Angela Davie and has one son, Jonah Matthew. When not working, he can be found spending time with family and friends, reading, exercising, and playing and watching sports.
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