Save Wisely, Spend Happily: Real Stories About Money and How to Thrive From Trusted Advisors
Language: English
Published by Wiley, 2017
- Softcover
- Used
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.World of Books (was SecondSale)
AbeBooks seller since December 20, 2007
Condition: Used - Very good
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Add to basketItem description from seller
As a CPA, you know that understanding personal finances can seem like an overwhelming task to your clients. Yet it doesn t have to be especially if they have the guidance of a trusted advisor.
Seller Inventory # 00092462977
- Title
- Save Wisely, Spend Happily: Real Stories About Money and How to Thrive From Trusted Advisors
- Author
- Sharon L Lechter
- Publisher
- Wiley
- Publication year
- 2017
- Condition
- Very Good
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1937351319
- ISBN 13
- 9781937351311
As a CPA, you know that understanding personal finances can seem like an overwhelming task to your clients. Yet it doesn’t have to be—especially if they have the guidance of a trusted advisor.
Published in honor of the AICPA’s 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of CPAs’ advice gives your clients the information and tools they need to make managing their money less intimidating and helps them thrive at any stage of life.
Developed as a complement to the AICPA’s successful 360 Degrees of Financial Literacy program, this practical guide makes a great gift for your clients or prospective clients and reminds them that you are their best resource for navigating the tricky money issues that can arise throughout all of life’s phases.
The book discusses how to:
- Build a basic budget, plus tricks for sticking to it
- Understand good debt versus bad debt
- Tackle credit card debt and use credit strategically
- Plan for a major purchase, such as a car or a house
- Give to your favorite charity—and make it work with your budget
- Combine your finances with your spouse or partner
- Teach kids about money at an early age, and then reinforce those lessons throughout the teen years
- Save for your children’s college and your retirement
- Prepare for life’s ups and downs, from planning for a wedding or dream vacation to dealing with unexpected household repairs, identity theft, or an unforeseen disaster
- Ensure your loved ones are secure by having critical documents in order, such as a will, power of attorney, or trust, as well as adequate insurance coverage
- Choose the best financial advisor for your needs
Filled with detailed information, money saving strategies, and expert advice, each chapter is reinforced with personal stories—many from the contributors’ own life experiences—that bring home the book’s lessons.
These tales of financial setbacks, recoveries, and eventual successes demonstrate that with persistent planning, and a little guidance, it is truly possible to save wisely and spend happily.
"Synopsis" may belong to another edition of this title.
About the Author
Sharon L. Lechter, CPA, CGMA, Founder/CEO of Pay Your Family First, is creator of the award-winning ThriveTime for Teens board game, coauthor of Think and Grow Rich-Three Feet from Gold, and Rich Dad Poor Dad, and annotator of Outwitting the Devil with the Napoleon Hill Foundation. She served as a member of the first President’s Advisory Council on Financial Literacy, and is a member of the AICPA’s National CPA Financial Literacy Commission. For more information visit www.sharonlechter.com.
"About the title" may belong to another edition of this title.
World of Books (was SecondSale)
Montgomery, IL, U.S.A.
AbeBooks seller since December 20, 2007
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