| 书目名称 | Personal Financial Planning for Executives and Entrepreneurs | | 副标题 | The Path to Financia | | 编辑 | Michael J. Nathanson,Jeffrey T. Craig,Stephen R. S | | 视频video | | | 概述 | Showcases a theoretical case study of an executive and entrepreneur and walks through the key pillars of an effective, targeted financial plan.Provides a guide on building an effective financial plan | | 图书封面 |  | | 描述 | . ..Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan...In addition to all the benefits of the first edition, this second edition provides signific | | 出版日期 | Book 2021Latest edition | | 关键词 | financial planning; CFP; estate planning; investment planning; tax planning; risk management; philanthropi | | 版次 | 2 | | doi | https://doi.org/10.1007/978-3-030-65400-9 | | isbn_ebook | 978-3-030-65400-9 | | copyright | The Colony Group 2021 |
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发表于 2025-3-21 16:35:29
