Rewrite Your Financial Narrative
Autor Fred Wollmanen Limba Engleză Hardback – 3 apr 2018
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Livrare economică 09-23 martie
Specificații
ISBN-13: 9781599328577
ISBN-10: 1599328577
Pagini: 144
Dimensiuni: 157 x 229 x 15 mm
Greutate: 0.36 kg
Editura: Advantage Media Group, Inc.
ISBN-10: 1599328577
Pagini: 144
Dimensiuni: 157 x 229 x 15 mm
Greutate: 0.36 kg
Editura: Advantage Media Group, Inc.
Cuprins
Introduction A Careful Look in the Mirror: Assessing Dreams and Motivations Activating Your Financial GPS: Identify Your Financial Reality Guidelines to Understanding Money: Risk, Volatility and Portfolio Building Economic Potholes and Pitfalls: How to Avoid¿and Conquer¿Financial Biases The Four Greatest Risks to Your Financial Health A Fork in the Road: A Guide for Pre-Retirement Investors The Time Is Now: Financial Strategies for the Retirement Years What¿s Yours Is Yours: Protecting Your Assets Passing on the Wealth: ¿Whös Gonna Get the Money, Honey?¿ Resources Contact
Notă biografică
FRED WOLLMAN is a CFP® professional, or Certified Financial Planner¿, with Wollman Wealth Designs. He holds a Master Planner Advanced Studies (MPAS®) designation as well as securities registrations 7, 63, and 24. He is registered to practice in twelve states, in addition to holding a California life and disability insurance license. From 1987 through 1990, Fred taught CFP® classes to aspiring financial professionals at San Diego State University.
Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.
Fred serves as president of the Valley Center Trails Association, trustee of ECOLIFE Conservation, and is a member of 1% for the Planet. He and his wife of thirty-six years, Kathy, live in Valley Center, California, with a cat, a dog, and two horses. Fred spends his down time relaxing by doing yoga, tai chi, riding horses, and backpacking with Kathy, their kids, and their grandkids.