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| are accountants financial advisors: The 5 Mistakes Every Investor Makes and How to Avoid Them Peter Mallouk, 2014-07-22 Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. |
| are accountants financial advisors: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| are accountants financial advisors: Tax-Free Wealth Tom Wheelwright, 2013-02-28 Tax-Free Wealth is about tax planning concepts. It’s about how to use your country’s tax laws to your benefit. In this book, Tom Wheelwright will tell you how the tax laws work. And how they are designed to reduce your taxes, not to increase your taxes. Once you understand this basic principle, you no longer need to be afraid of the tax laws. They are there to help you and your business—not to hinder you. Once you understand the basic principles of tax reduction, you can begin, immediately, reducing your taxes. Eventually, you may even be able to legally eliminate your income taxes and drastically reduce your other taxes. Once you do that, you can live a life of Tax-Free Wealth. |
| are accountants financial advisors: Audits of Property and Liability Insurance Companies , 2000 |
| are accountants financial advisors: How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients Kathleen Burns Kingsbury, 2012-08-31 YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf. -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women. -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills. -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know. |
| are accountants financial advisors: Financial Jokes for Financial Folks Andrew Worden, 2019-09-05 This financial joke book (full of all original accounting and finance dad jokes) is the perfect gift for any businessman or businesswoman who loves telling cheesy jokes, corny jokes, or just plain awful dad jokes! A fantastic novelty gift for an Office Party, Corporate Event, Fathers Day, Dads Birthday & Christmas. All the jokes in this book are clean family friendly jokes. When you open it up, you'll see that the first page has space for a TO: and a FROM:, a cool alternative to a card. Wikipedia describes a Dad Joke as a short bad joke, typically a pun, presented as a one-liner or a question and answer. That means you end up with a lot of groaners and headshakers during gatherings. Your friend/coworker/parent who works in accounting/finance/business will be laughing for the rest of the day after you give them this joke book! |
| are accountants financial advisors: Smart Women Love Money Alice Finn, 2017-04-11 YOU ARE A SMART WOMAN, BUT DO YOU STILL: —Feel you’re too busy to invest your money? —Rely on someone else to deal? —Get bored by financial talk? —Think that investing is something only men do? —Worry you’re not smart enough? THINK AGAIN. Women have made strides in so many areas and yet we still have a blind spot when it comes to managing our money. Why? A myriad of factors cause women to earn less than men over a lifetime, making it all the more imperative that we make the money we do have work for us as much as possible. And here’s a reality check: as many as nine out of ten of us will have to manage our finances and those of our family at some point in our lives. And a lot of us think that means keeping our money “safe” in savings accounts, and not investing it. But not doing so has an opportunity cost that will lead to opportunities lost—the ability to pay for a college education, own a home, change careers to pursue a dream, or retire. Alice Finn wants to change how you think about your money, no matter how much or little you have. In Smart Women Love Money, Finn paves the way forward by showing you that the power of investing is the last frontier of feminism. Drawing on more than twenty years of experience as a successful wealth management adviser, Finn shares five simple and proven strategies for a woman at any stage of her life, whether starting a career, home raising children, or heading up a major corporation. Finn’s Five Life-changing Rules of Investing will secure your financial future: 1. Invest in Stocks for the Long Run: Get the magic of compounding working for you, starting now. 2. Allocate your Assets: Strategize your investing to get the most of your returns. 3. Implement with Index Funds: Take advantage of “passive” investing with simple, low-cost, and diverse funds. 4. Rebalance Regularly: Sell high and buy low without much effort, to keep you on track toward your goals. 5. Keep Your Fees Low: Uncover hidden fees so you don’t lose half of your wealth to Wall Street. Finn will also provide the tools you need to achieve long-term success no matter what the markets are doing or what the headlines say. So even in the face of uncertainty— such as the possible dumping of the fiduciary rule (requiring financial advisers to act in their client’s best interests) by the Trump administration—Smart Women Love Money will help you protect yourself and all of your assets for your future. Whether you have $10, $10,000, or more, it’s time to get smart about your money. |
| are accountants financial advisors: Making the Most of Your Money Now Jane Bryant Quinn, 2009-12-29 Named the best personal finance book on the market by Consumers Union, Jane Bryant Quinn's bestseller Making the Most of Your Money has been completely revised and updated to provide a guide to financial recovery, independence, and success in the new economy. Getting your financial life on track and keeping it there -- nothing is more important to your family and you. This proven, comprehensive guidebook steers you around the risks and helps you make smart and profitable decisions at every stage of your life. Are you single, married, or divorced? A parent with a paycheck or a parent at home? Getting your first job or well along in your career? Helping your kids in college or your parents in their older age? Planning for retirement? Already retired and worried about how to make your money last? You'll find ideas to help you build your financial security here. Jane Bryant Quinn answers more questions more completely than any other personal-finance author on the market today. You'll reach for this book again and again as your life changes and new financial decisions arise. Here are just a few of the important subjects she examines: • Setting priorities during and after a financial setback, and bouncing back • Getting the most out of a bank while avoiding fees • Credit card and debit card secrets that will save you money • Family matters -- talking money before marriage and mediating claims during divorce • Cutting the cost of student debt, and finding schools that will offer big merit scholarships to your child • The simplest ways of pulling yourself out of debt • Why it's so important to jump on the automatic-savings bandwagon • Buying a house, selling one, or trying to rent your home when buyers aren't around • Why credit scores are more important than ever, plus tips on keeping yours in the range most attractive to lenders • Investing made easy -- mutual funds that are tailor-made for your future retirement • What every investor needs to know about building wealth • How an investment policy helps you make wise decisions in any market • The essential tax-deferred retirement plans, from 401(k)s to Individual Retirement Accounts -- and how to manage them • How to invest in real estate at a bargain price (and how to spot something that looks like a bargain but isn't) • Eleven ways of keeping a steady income while you're retired, even after a stock market crash • Financial planning -- what it means, how you do it, and where to find good planners Page by page, Quinn leads you through the pros and cons of every decision, to help you make the choice that will suit you best. This is the single personal-finance book that no family should be without. |
| are accountants financial advisors: Succession Planning for Financial Advisors David Grau, Sr., 2014-06-02 This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry. |
| are accountants financial advisors: Profit First Mike Michalowicz, 2017-02-21 Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of. |
| are accountants financial advisors: Ed Slott's Retirement Decisions Guide (2022) Ed Slott, 2022 A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them. |
| are accountants financial advisors: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| are accountants financial advisors: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-13 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| are accountants financial advisors: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| are accountants financial advisors: The Profit Advisor Femke Hogema, 2020-05-07 The accounting industry is changing rapidly. Artificial intelligence and other developments are taking over work from accountants, bookkeepers, tax-advisors and cpa's. They need to add services beyond compliancy work to survive. They need to add value and become profit advisors. The Profit Advisor provides practical tools to accomplish this. |
| are accountants financial advisors: The Million-dollar Financial Advisor David J. Mullen (Jr.), 2010 The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the best of the best advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. |
| are accountants financial advisors: Integrative Advisory Services Amy Vetter, 2017-11-20 Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level. Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success. Spend less time crunching numbers and more time advising clients Become an integral part of the client's decision-making process Provide real value by clearly communicating financial data analysis Become the strategic partner your client cannot do without Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving. |
| are accountants financial advisors: The New Retirement Savings Time Bomb Ed Slott, 2021-03-02 AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, the best source of IRA advice (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty. |
| are accountants financial advisors: Ed Slott's 2021 Retirement Decisions Guide Ed Slott, 2021 A comfortable retirement starts with accurate IRA advice. This educational guide will provide you with 125 essential ways to save and stretch your wealth so that you can spend your golden years how you have planned and envisioned them. |
| are accountants financial advisors: The Top 10 Reasons the Rich Go Broke John MacGregor, 2020-05-26 Learning from your mistakes makes you smart. Learning from other people’s mistakes makes you a genius. There are two ways to share knowledge, you can push information out or you can pull them in with story. A good story well told, can change the world. After 25 years in the trenches working with thousands of individuals and small business owners, John MacGregor opens the vault on 10 incredible stories that have the power to transform your financial life forever. In this book MacGregor reveals 10 real-life stories of people he encountered who had everythng and lost it all. It is here, MacGreogor reveals for the first time “The B.E.A.R Trap”, THE four underlying reasons why so many people go and stay broke. Using jaw dropping stories, this book answers and solves why: • 78% of people are living paycheck to paycheck • 65% of people could not come up with $400 today for an emergency expense • Why money is the #1 source of stress in our society • AND, why this problem is getting worse – not better - despite the thousands of how-to-books, DVD, and online resources available. Unlike the thousands of traditional “how-to” personal finance books that use traditional methods that rarely elicit change in people, these stories elicit something deep within the reader that allows people to make meaningful transformations in their life. The BEAR Trap formula is not only effective in your financial decision making, you can use it anywhere in your life to avoid painful outcomes and pitfalls. Though this is about the rich going broke, the amount of money doesn’t matter as everyone of these stories can pertain to you and your family |
| are accountants financial advisors: A Spectrum of Legacies Mark Weber, 2021-08-30 Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value. |
| are accountants financial advisors: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| are accountants financial advisors: Buying, Selling, and Valuing Financial Practices, + Website David Grau, Sr., 2016-08-22 The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial advisory practice and have both the buyer and seller walk away with the best possible terms. From the first pages of this unique book, buyers and sellers and merger partners will find detailed information that separately addresses each of their needs, issues and concerns. From bestselling author and industry influencer David Grau Sr. JD, this masterful guide takes you from the important basics of valuation to the finer points of deal structuring, due diligence, and legal matters, with a depth of coverage and strategic guidance that puts you in another league when you enter the M&A space. Complete with valuable tools, worksheets, and checklists on a companion website, no other resource enables you to: Master the concepts of value and valuation and take this issue “off the table” early in the negotiation process Utilize advanced deal structuring techniques including seller and bank financing strategies Understand how to acquire a book, practice or business based on how it was built, and what it is capable of delivering in the years to come Navigate the complexities of this highly-regulated profession to achieve consistently great results whether buying, selling, or merging Buying, Selling, & Valuing Financial Practices will ensure that you manage your M&A transaction properly and professionally, aided with the most powerful set of tools available anywhere in the industry, all designed to create a transaction where everyone wins—buyer, seller, and clients. |
| are accountants financial advisors: The New Financial Advisor G. Scott Budge, 2008-12-03 Praise for The New Financial Advisor For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise. --Dirk Junge, Chairman and CEO, Pitcairn At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come. --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families. --Charlotte B. Beyer,founder and CEO, Institute for Private Investors Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often. --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal. --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families |
| are accountants financial advisors: The Truth Shall Set Your Wallet Free Nicholas W. Stuller, 2018-11-13 The Truth Shall Set Your Wallet Free is aimed at debunking the myths that prevent people from achieving their wealth goals. And the first myth that needs to be bashed is that financial advisors are only for the very rich. In fact, there are more financial advisors who cater to modest-income Americans than those who cater to the rich. Myths propagated by the media, regulators, and even the financial industry itself harm every American, from those at the poverty level to billionaires and everyone in between. This is the first time a holistic view of the entire advice market has been written by a non-advisor industry insider, without bias from any of the financial services sectors. |
| are accountants financial advisors: The Complete Idiot's Guide to Personal Finance in Your 40s and 50s Sarah Young Fisher, Susan Shelly, 2001 Looks at personal finance for middle aged persons covering such topics as choosing a financial advisor, investments, college costs, real estate, and estate planning. |
| are accountants financial advisors: Bankruptcy and Insolvency Accounting, Volume 1 Grant W. Newton, 2009-11-24 Accountants and financial managers are often the first professionals to realize that a financial problem exists within a corporation but must be familiar with the various alternatives available to clients before they can offer solutions. Completely updated, Bankruptcy and Insolvency Accounting, Seventh Edition, Volume 1 provides detailed information on SOP 90-7 and FASB statements 141, 142, and 144 and revisions made in CSSR 93-1 by CSSR 03-1. The process of corporate restructuring is thoroughly described for controllers, CEOs, CFOs and CPAs with small businesses as clients. |
| are accountants financial advisors: Bankruptcy and Insolvency Accounting, Volume 2 Grant W. Newton, 2009-12-02 With the rise in the number of mergers and acquisitions taking place in today's business environment, there will undoubtedly be a rise in the number of bankruptcies. Completely updated, Bankruptcy and Insolvency Accounting, Seventh Edition, Volume 2 updates the most recent forms and exhibits as a result of the new Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA). The process of turning around a troubled business and restructuring its financial aspects is thoroughly described for controllers, CEOs, CFOs and CPAs with small businesses as clients. |
| are accountants financial advisors: The Complete Idiot's Guide to Personal Finance in Your 40's & 50's Sarah Fisher, Susan Shelly, 2001-12-01 Developing and maintaining personal finance doesn’t end by middle age! With The Complete Idiot’s Guide® to Personal Finance in Your 40s & 50s learn: • Quick and easy ways to learn with the information exists • Idiot-proof steps to understanding how the information affects you • Comprehensive coverage of the consequences of the information |
| are accountants financial advisors: The New Retirement Jan Cullinane, 2022-05-03 Craft your complete retirement plan with help from this straightforward and robust blueprint In the newly revised Third Edition of The New Retirement: The Ultimate Guide to the Rest of Your Life, best-selling and award-winning retirement author Jan Cullinane delivers an organized, engaging, and holistic treatment of retirement planning. With extensive updates and additions throughout, the book includes surveys, questionnaires, and worksheets to help readers understand and apply the critical steps affecting retirement planning. In this book, you’ll also find: Fresh and informative examples from real people about all aspects of their retirement journey, from savings and tax issues to location selection to second careers/remote work, and leaving a legacy Thorough explorations of niche retirement lifestyles, established locations, and new retirement communities Discussions of critical issues affecting potential and current retirees, including health, relationships, politics, climate, demographics, and working Perfect for anyone contemplating full or phased retirement, as well as for those who are already retired, The New Retirement, 3rd edition, is an invaluable handbook for planning the penultimate chapter of your life. |
| are accountants financial advisors: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano CPA, PFS, CFP, 2007-12-04 Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section |
| are accountants financial advisors: Accounting, Business, and Finance Candace S. Gulko, 2010 This book offers a step-by-step process for assessing your personal skills and experience and applying them to accounting, business, and finance. |
| are accountants financial advisors: Tax and Wealth Strategies for Family Businesses Sheryl L. Rowling, 2007-10 Tax and Wealth Strategies for Family Businesses is a one-stop reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business. |
| are accountants financial advisors: The Wealth Hoarders Chuck Collins, 2021-03-08 For decades, a secret army of tax attorneys, accountants and wealth managers has been developing into the shadowy Wealth Defence Industry. These ‘agents of inequality’ are paid millions to hide trillions for the richest 0.01%. In this book, inequality expert Chuck Collins, who himself inherited a fortune, interviews the leading players and gives a unique insider account of how this industry is doing everything it can to create and entrench hereditary dynasties of wealth and power. He exposes the inner workings of these “agents of inequality”, showing how they deploy anonymous shell companies, family offices, offshore accounts, opaque trusts, and sham transactions to ensure the world’s richest pay next to no tax. He ends by outlining a robust set of policies that democratic nations can implement to shut down the Wealth Defence Industry for good. This shocking exposé of the insidious machinery of inequality is essential reading for anyone wanting the inside story of our age of plutocratic plunder and stashed cash. |
| are accountants financial advisors: Guerrilla Marketing for Financial Advisors Jay Conrad Levinson, Grant W. Hicks, 2003 Through the eyes of two Guerrilla Marketers, this book shows you Guerrilla Marketing ideas to help you build your business and make more as a financial advisor than you ever thought possible. Jay Conrad Levinson, author of the highly successful Guerrilla Marketing series of books has teamed up with financial advisor consultant and coach Grant W. Hicks, CIM, FCSI , to uncover all aspects of marketing for financial advisors. This work is a collection of fourteen years of researching and testing the best ideas for financial advisors. Grant's educational website www.financialadvisormarketing.com has additional resources to help any advisor at any level become more successful. This easy to read book will be an abundance of resources advisors need to dramatically change and grow their business. Inside you will find nine chapters including samples and templates to help build your business. The following is a chapter summary that will take the reader through forty business and marketing ideas, principles and examples that have been used successfully and step by step on how to apply them to your business. 1. Build a Better Business and Marketing Plan 2. Getting New Clients from Outside Sources 3. Getting New Clients from Internal Marketing 4. Welcoming New Clients 5. Wowing Clients 6. Mastering Service for All Clients 7. Taking Your Business to the Next Level 8. Marketing Principles for Financial Advisors 9. Guerrilla Marketing Tools and Marketing Action Plan Worksheets If you want to be a successful advisor in your market and improve your client service levels, then Guerilla Marketing For Financial Advisors is your marketing blueprint. It is time for advisors to take action. |
| are accountants financial advisors: Paying for College Without Going Broke, 2017 Edition Princeton Review, Kalman Chany, 2016-11-01 The only annual college financial aid guide with line-by-line instructions for completing the FAFSA and CSS PROFILE aid forms! As seen in USA Today, the Wall Street Journal, Money, and the Los Angeles Times, Paying for College Without Going Broke will help you: • Navigate the recent changes to the FAFSA • Use line-by-line strategies for filling out the FAFSA and CSS PROFILE to maximum effect • Increase your chances of receiving aid • Compare aid offers and learn how to appeal if needed • Calculate the actual costs of college • Plan strategically as an independent student or a divorced or single parent • Avoid costly mistakes when applying Paying for College Without Going Broke includes a foreword by Bill Clinton as well as in-depth line-by-line strategies for filling out 2017-2018 aid forms, including the required federal FAFSA form. Praise for PAYING FOR COLLEGE WITHOUT GOING BROKE: Get this book, and don't just read it. Study it. —Chicago Tribune Can save thousands in college bills. —John Wasik, Forbes A first-rate guide through the financial aid maze. —Lynn Brenner, Newsday ...Kalman Chany’s Paying For College Without Going Broke [is] a must-read now. It’s loaded with tips that can save you thousands on college bills...when I got to the section on financial aid, my eyes lit up. —John Wasik, Forbes.com One of my favorite financial-advice books. —Eric Tyson, author of Investing for Dummies and Personal Finance for Dummies |
| are accountants financial advisors: Paying for College Without Going Broke, 2016 Edition Princeton Review, Kalman Chany, 2015-10 Theonlyannual collegefinancial aid guide with line-by-line instructions for completing the FAFSAand CSS PROFILE aid forms As seen in USA Today, the Wall Street Journal, Money, and the Los Angeles Times, Paying for College Without Going Broke will help you: Calculate the actual costs of college Increase your chances of receiving aid Compare aid offers and learn how to appeal if needed Plan strategically as an independent student or a divorced or single parent Understand long- and short-term money-saving tactics Avoid costly mistakes when applying Paying for College Without Going Broke includes a foreword by Bill Clinton as well as in-depthline-by-line strategies for filling out 2016-2017 aid forms, including the required federal FAFSA form. Praise for PAYING FOR COLLEGE WITHOUT GOING BROKE: Get this book, and don't just read it. Study it. Chicago Tribune A first-rate guide through the financial aid maze. Lynn Brenner, Newsday ...Kalman Chany s Paying For College Without Going Broke is] a must-read now. It s loaded with tips that can save you thousands on college bills...when I got to the section on financial aid, my eyes lit up. John Wasik, Forbes.com One of my favorite financial-advice books. Eric Tyson, author of Investing for Dummies and Personal Finance for Dummies |
| are accountants financial advisors: Paying for College Without Going Broke, 2013 Edition Kalman A. Chany, Princeton Review, 2012-10-30 Presents a comprehensive guide to controlling college costs that furnishes helpful tips on the financial aid packages available, filling out application forms, educational loans, updated tax regulations and additional sources of revenue, as well as the latest official financial aid forms and updates on the tax laws, in a guide with a foreword by President Bill Clinton. Original. |
| are accountants financial advisors: Black Enterprise , 1996-03 BLACK ENTERPRISE is the ultimate source for wealth creation for African American professionals, entrepreneurs and corporate executives. Every month, BLACK ENTERPRISE delivers timely, useful information on careers, small business and personal finance. |
| are accountants financial advisors: Black Enterprise , 1996-03 BLACK ENTERPRISE is the ultimate source for wealth creation for African American professionals, entrepreneurs and corporate executives. Every month, BLACK ENTERPRISE delivers timely, useful information on careers, small business and personal finance. |
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