Building and Preserving Your Wealth.Building And Preserving Your Wealth Steven Podnos, MD, MBA MBA abbr. Master of Business Administration Noun 1. MBA - a master's degree in business Master in Business, Master in Business Administration , CFP 1. CFP - Constraint Functional Programming. 2. CFP - Communicating Functional Processes. 3. CFP - Call For Papers (for a conference). Oakhill Press 1647 Cedar Grove Road, Winchester, VA 22603 1886939675 $18.95 www.oakhillpress.com Building And Preserving Your Wealth: A Practical Guide To Financial Planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against For Affluent Investors by certified financial planner Certified Financial Planner (CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. Steven Podnos addresses personal finance issues specific to the middle class or well-to-do investor. Chapters address planning for taxes, retirement, education, life insurance, health and disability, and more, as well as how to work well with advisors and asset protections, achieve goals efficiently and much more. Written in plain terms, Building and Preserving Your Wealth spells out the advantages and disadvantages of financial choices available today, and is especially recommended as a primer to familiarize oneself with money matter basics before visiting a professional who charges costly hourly fees for his or her time. |
|
||||||||||||||||
Printer friendly
Cite/link
Email
Feedback
Reader Opinion