Rewrite Your Financial Narrative
Autor Wollman, Freden Limba Engleză Hardback
Preț: 132.29 lei
Nou
25.33€ • 26.36$ • 20.85£
Carte disponibilă
Livrare economică 10-24 ianuarie 25
Specificații
ISBN-10: 1599328577
Pagini: 144
Greutate: 0.36 kg
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.