Synopses & Reviews
A step-by-step guide to securing a solid future-no matter the financial climate. Interactive CD-ROM included. This step-by-step workbook from a Certified Financial Planner gives readers a clear path for organizing their personal finances. From investing, debt management, and college financing to retirement, savings, and household expenses, content is written with easy-to-understand language and terms, this book includes:
*A detailed financial-profile overview
*An evaluation of priorities about spending, investment, and life goals
*A practical and prudent approach to income
*Advice on spending habits and savings initiatives
*A CD-ROM of basic worksheet forms, checklists and questionnaires
Synopsis
This step-by-step workbook gives readers a clear path for organizing their personal finances. From debt management and college financing to retirement and savings, content is written with easy-to-understand language and terms.
About the Author
John Napolitano, CPA, PFS, CFP, is Chairman and CEO of U.S. Wealth Management, LLC, and a well-known financial practitioner, writer, instructor, and broadcast commentator. He is the author of The Complete Idiot's Guide(r) to Success as a Financial Planner and writes a weekly financial column for the Patriot Ledger, and is a regular guest on the radio show "MoneyWorks".