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| 內容簡介： |
A step-by-step guide to securing a solid future-no matter the
financial climate. Interactive CD-ROM included.
This step-by-step workbook from a Certified Financial Planner
gives readers a clear path for organizing their personal finances.
From investing, debt management, and college financing to
retirement, savings, and household expenses, content is written
with easy-to-understand language and terms, this book
includes:
*A detailed financial-profile overview
*An evaluation of priorities about spending, investment, and life
goals
*A practical and prudent approach to income
*Advice on spending habits and savings initiatives
*A CD-ROM of basic worksheet forms, checklists and
questionnaires
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| 關於作者： |
John Napolitano, CPA, PFS, CFP, is Chairman and CEO of U.S.
Wealth Management, LLC, and a well-known financial practitioner,
writer, instructor, and broadcast commentator. He is the author of
The Complete Idiot''s Guider to Success as a Financial Planner and
writes a weekly financial column for the Patriot Ledger, and is a
regular guest on the radio show "MoneyWorks".
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