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Synopsis
Finansystem is a 30-day total money management system. Each daily worksheet activity falls into one of the seven categories that relate to personal financial planning: creating a financial plan; monitoring income and expenses; minimizing income taxes; utilizing insurance effectively; structuring an investment portfolio; planning for estate transfer; keeping track of assets. Each of the seven sections conclude with an appendix containing charts, tables, glossaries and other financial planning aides. Based on a proven financial plan, Finansystem enables the reader to design a flexible programme pinpointed to the investments that are best suited to your tax situation, specific goals and risk profiles, helping you make the right choice and removing the uncertainty and worry from investing.
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Be Your Own Financial Planner: Total Money Management in 21 Days
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0471845345I3N00