Overview
Praise for J.K. Lasser Pro Expert Financial Planning
"A gem of a personal financial planning guide. Dr. Arffa hasprepared many of the chapters himself and his highly readable andaccessible overviews are presented with grace and clarity. Includedalso are discussions by industry professionals and leadinginvestment thinkers. Readers seeking to enhance their financialsecurity will be richly rewarded." -Burton Malkiel, author of ARandom Walk Down Wall Street
Here is top-level financial planning advice for professionals whocounsel affluent clients, as well as for savvy individual investorslooking to make the most of their incomes for years to come.Featuring the expertise of some of our most articulate, nationallyrecognized finance pros, this priceless book will take you throughall the steps necessary to creating and realizing a financial planthat's right for your personal needs and goals. Learn how to:
* Set and prioritize goals
* Assess your current financial status
* Make projections for each goal
* Devise a strategy that includes spending, saving, andinvesting
* Review risk management
* Track your financial progress
* Evaluate the tax consequences of investment decisions
* Select life and disability insurance
. . . all with the help of leaders in their fields, including JohnC. Bogle * Richard Driehaus * Peter Katt * Weston Wellington *Gregory D. Curtis * Jay Mueller, CFA, and many more . . .
"A gem of a personal financial planning guide. Dr. Arffa hasprepared many of the chapters himself and his highly readable andaccessible overviews are presented with grace and clarity. Includedalso are discussions by industry professionals and leadinginvestment thinkers. Readers seeking to enhance their financialsecurity will be richly rewarded." -Burton Malkiel, author of ARandom Walk Down Wall Street
Here is top-level financial planning advice for professionals whocounsel affluent clients, as well as for savvy individual investorslooking to make the most of their incomes for years to come.Featuring the expertise of some of our most articulate, nationallyrecognized finance pros, this priceless book will take you throughall the steps necessary to creating and realizing a financial planthat's right for your personal needs and goals. Learn how to:
* Set and prioritize goals
* Assess your current financial status
* Make projections for each goal
* Devise a strategy that includes spending, saving, andinvesting
* Review risk management
* Track your financial progress
* Evaluate the tax consequences of investment decisions
* Select life and disability insurance
. . . all with the help of leaders in their fields, including JohnC. Bogle * Richard Driehaus * Peter Katt * Weston Wellington *Gregory D. Curtis * Jay Mueller, CFA, and many more . . .
While major retailers like Amazon may carry Expert Financial Planning (Investment Strategies from Industry Leaders), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.
We’re trusted by over 75,000 customers, many of whom return time and again. Want proof? Just check out our 25,000+ customer reviews—real feedback from people who love how we do business.
Prefer to talk to a real person? Our Book Specialists are here Monday–Friday, 8 a.m. to 5 p.m. PST and ready to help with your bulk order of Expert Financial Planning (Investment Strategies from Industry Leaders).