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The Complete Guide to Planning Your Estate in California: A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents (Back-To-Basics)

Filed under Financial Planning Tips by theDoc on August 31, 2010 at 3:57 pm no comments

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Total Customer Reviews: (5)

Seller: Amazon

What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charitie[Read More]

Real Life Financial Planning: An Easy-to-understand System to Organize Your Financial Plan and Prioritize Financial Decisions

Filed under Financial Planning Tips by theDoc on August 25, 2010 at 3:57 pm no comments

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Total Customer Reviews: (4)

Seller: Amazon

There is an abundance of information out there on financial planning - tips on general investment strategies, methods for portfolio diversification, steps to turn hundreds into thousands - but these don't always incorporate sound, experience-related, applicable advice. In Real Life Financial Planning CFP Todd Bramson strives to impart the knowledge[Read More]

The Process of Financial Planning: Developing a Financial Plan

Filed under Financial Planning Tips by theDoc on July 20, 2010 at 3:57 pm no comments

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Total Customer Reviews: (1)

Seller: Amazon

As the first publication of its kind, the resources necessary to write effective financial plans are now in one book. Discover detailed, easy-to-follow steps within the systematic financial planning process that lead to meaningful results and allow process management. Loaded with time-saving analytical tools such as sample forms, questionnaires, an[Read More]