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| certified military financial advisor: Financial Counseling Dorothy B. Durband, Ryan H. Law, Angela K. Mazzolini, 2018-10-16 This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability. -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices. |
| certified military financial advisor: Soldier of Finance Jeff Rose, 2013-09-03 Too much debt? Not enough savings? It's time to become a battle-ready financial warrior, prepared to tackle any money challenge. Modeled on the Soldier's Handbook, which is issued to all new U.S. Army recruits, Soldier of Finance is a no-nonsense, military-style training manual to overcoming financial obstacles and building lasting wealth. Financial planner and experienced army veteran Jeff Rose has divided this book into 14 modules, each section covering an essential element of financial success. You will learn how to: Evaluate your position and commit to change Target and methodically eliminate debt Clean up your credit report Create tactical budgets Build emergency savings Invest for the short and long term Determine an affordable mortgage size, insurance needs, and more. Complete with tales from the trenches and useful tools including quizzes, debriefings, and more, Soldier of Finance is the survival guide you need to face down your finances and bring order and prosperity to your life. |
| certified military financial advisor: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| certified military financial advisor: Cases in Financial Planning Michael A. Dalton, 2017 |
| certified military financial advisor: Comprehensive Financial Planning Strategies for Doctors and Advisors David Edward Marcinko, Hope Rachel Hetico, 2024-10-14 Drawing on the expertise of multi-degreed doctors and multi-certified financial advisors, this book will shape the industry landscape for the next generation as the current ecosystem strives to keep pace. Using an engaging style, the book is filled with authoritative guidance and healthcare-centered discussions. Championing health care providers |
| certified military financial advisor: CFP Board Financial Planning Competency Handbook CFP Board, 2015-07-09 The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it. |
| certified military financial advisor: Rock Retirement Roger Whitney, 2017-10-03 “A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies |
| certified military financial advisor: Federal Benefits for Veterans, Dependents, and Survivors The US Department of Veterans Affairs, 2020-11-24 An official, up-to-date government manual that covers everything from VA life insurance to survivor benefits. Veterans of the United States armed forces may be eligible for a broad range of benefits and services provided by the US Department of Veterans Affairs (VA). If you’re looking for information on these benefits and services, look no further than the newest edition of Federal Benefits for Veterans, Dependents, and Survivors. The VA operates the nation’s largest health-care system, with more than 1,700 care sites available across the country. These sites include hospitals, community clinics, readjustment counseling centers, and more. In this book, those who have honorably served in the active military, naval, or air service will learn about the services offered at these sites, basic eligibility for health care, and more. Helpful topics described in depth throughout these pages for veterans, their dependents, and their survivors include: Vocational rehabilitation and employment VA pensions Home loan guaranty Burial and memorial benefits Transition assistance Dependents and survivors health care and benefits Military medals and records And more |
| certified military financial advisor: The Index Card Helaine Olen, Harold Pollack, 2016-01-05 “The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4 x 6 card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life. |
| certified military financial advisor: Disinherit the IRS E. Michael Kilbourn, Brad A. Galbraith, 2014-02-15 This is an estate planning book for mid-to-high net worth individuals who wish to minimize or eliminate estate taxes using legitimate tools such as trusts, annuities, insurance, limited partnerships and charitable remainder trusts. Disinherit the IRS presents a comprehensive sampling of some issues and strategies that are perhaps less well-known yet more useful than the usual clichés. Case studies are included to help the reader identify common estate-planning challenges and are frequently supported with visuals that compare the financial implications of various courses of action. |
| certified military financial advisor: Intuitive Eating, 2nd Edition Evelyn Tribole, M.S., R.D., Elyse Resch, M.S., R.D., F.A.D.A., 2007-04-01 We've all been there-angry with ourselves for overeating, for our lack of willpower, for failing at yet another diet that was supposed to be the last one. But the problem is not you, it's that dieting, with its emphasis on rules and regulations, has stopped you from listening to your body. Written by two prominent nutritionists, Intuitive Eating focuses on nurturing your body rather than starving it, encourages natural weight loss, and helps you find the weight you were meant to be. Learn: *How to reject diet mentality forever *How our three Eating Personalities define our eating difficulties *How to feel your feelings without using food *How to honor hunger and feel fullness *How to follow the ten principles of Intuitive Eating, step-by-step *How to achieve a new and safe relationship with food and, ultimately, your body With much more compassionate, thoughtful advice on satisfying, healthy living, this newly revised edition also includes a chapter on how the Intuitive Eating philosophy can be a safe and effective model on the path to recovery from an eating disorder. |
| certified military financial advisor: Model Rules of Professional Conduct American Bar Association. House of Delegates, Center for Professional Responsibility (American Bar Association), 2007 The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts. |
| certified military financial advisor: A Spectrum of Legacies Mark Weber, 2021-08-30 Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value. |
| certified military financial advisor: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| certified military financial advisor: Mission Transition Matthew J. Louis, 2019-09-24 Mission Transition is an essential career-change guide for any transitioning veteran that wants to avoid false starts and make optimal career choices following active duty. Every year, about a quarter of a million veterans leave the military - most of whom are unprepared for the transition. These service members have developed incredible leadership, problem-solving, and practical skills that are underutilized once they reach the civilian world, a detriment to both themselves and society. Well-intentioned Transition Assistance Programs and other support structures within the armed forces often leave veterans fending for themselves. The mission-first culture of the military results in service members focusing on their active duty roles in the year leading up to their separation, leaving them little time to adequately prepare to join the civilian world. President of Purepost, a next-generation staffing solution and public benefits corporation, and author Matthew J. Louis guides military personnel through the entire process of making a successful move into civilian professional life. In Mission Transition, this book will: Guide you through the process of discovering what path you want to take going forward Teach you the strategies that will make your résumé stand out Provide suggestions to help you prepare for and ace the interview Discuss ways to acclimate to your new organization’s culture and pay it forward to other veterans Each chapter includes advice from other veterans, illustrations of key concepts, summaries, and suggested resources. Let this well-written and easy to follow guidebook help you transition out from the military and commit to being successful in the next chapter of your life. |
| certified military financial advisor: It Takes What It Takes Trevor Moawad, Andy Staples, 2020-02-04 Foreword by Seattle Seahawks quarterback Russell Wilson From a top mental conditioning coach—the world’s best brain trainer” (Sports Illustrated)—who has transformed the lives and careers of elite athletes, business leaders, and military personnel, battle-tested strategies that will give you tools to manage and overcome negativity and achieve any goal. He knows how to win. More, he knows the many ways-subtle, brutal, often self-inflicted-we lose. As the most trusted mental coach in the world of sports, Trevor Moawad has worked with many of the most dominant athletes and the savviest coaches. From Nick Saban and Kirby Smart to Russell Wilson, they all look to Moawad for help finding or keeping or regaining their competitive edge. (As do countless business leaders and members of special forces.) Now, at last, Moawad shares his unique philosophy with the general public. He lays out lessons he's derived from his greatest career successes as well as personal setbacks, the game-changing wisdom he's earned as the go-to whisperer for elite performers on fields of play and among men and women headed to the battlefield. Moawad's motivational approach is elegant but refreshingly simple: He replaces hardwired negativity, the kind of defeatist mindset that's nearly everybody's default, with what he calls neutral thinking. His own special innovation, it's a nonjudgmental, nonreactive way of coolly assessing problems and analyzing crises, a mode of attack that offers luminous clarity and supreme calm in the critical moments before taking decisive action. Not only can neutral thinking raise your performance level-it can transform your overall life. And it all starts, Moawad says, with letting go. Past failures, past losses-let them go. The past isn't predictive. If you can absorb and embrace that belief, everything changes. You'll instantly feel more calm. And the athlete-or employee or parent or spouse-who's more calm is also more aware, and more times than not ... will win. |
| certified military financial advisor: The Military Guide to Financial Independence and Retirement Doug Nordman, 2011-06-16 You don't have to pursue another career in government or the corporate world once you leave the military. Indeed, if you understand your key military benefits as well as fine-tune your finances, you should be able to chart a new arid exciting post-military life! That's the central message running throughout this revealing book for servicemembers, veterans, and their families who want to become financially independent prior to committing themselves to full-time retirement and plan accordingly. Semi-retired at age 41 and enjoying life with his family on the beaches of Hawaii, the author outlines how military personnel can become happily semi-retired regardless of their age. Emphasizing the importance of family, lifestyle, and bridge careers, Doug Nordman goes a long Way in providing answers to one of today's most important questions for transitioning military - ôWhat do you want to do with the rest of your life?ö Dispelling numerous myths about military transition, finances, and retirement. He focuses on the two most important inflation-protected benefits military retirees and their families receive and can build upon for creating a financially independent and semi-retired lifestyle: military pension TRICARE health system He shows how to build a sound financial house based upon: military benefits investment portfolios part-time work savings bridge careers frugal living Filled with examples checklists, recommended websites, and a rich collection of appendices that deal with inflation, multiple income streams, and the value of a military, pension, this ground-breaking book is essential reading for anyone contemplating retiring from the military or jump-starting their post-military career in the direction of semi-retirement and/or full-time retirement Book jacket. |
| certified military financial advisor: Assembly West Point Association of Graduates (Organization)., 1993 |
| certified military financial advisor: Fundamentals of Financial Planning Michael A. Dalton, Joseph M. Gillice, Thomas P. Langdon, 2011-01-01 |
| certified military financial advisor: TRADOC Pamphlet TP 600-4 The Soldier's Blue Book United States Government Us Army, 2019-12-14 This manual, TRADOC Pamphlet TP 600-4 The Soldier's Blue Book: The Guide for Initial Entry Soldiers August 2019, is the guide for all Initial Entry Training (IET) Soldiers who join our Army Profession. It provides an introduction to being a Soldier and Trusted Army Professional, certified in character, competence, and commitment to the Army. The pamphlet introduces Solders to the Army Ethic, Values, Culture of Trust, History, Organizations, and Training. It provides information on pay, leave, Thrift Saving Plans (TSPs), and organizations that will be available to assist you and your Families. The Soldier's Blue Book is mandated reading and will be maintained and available during BCT/OSUT and AIT.This pamphlet applies to all active Army, U.S. Army Reserve, and the Army National Guard enlisted IET conducted at service schools, Army Training Centers, and other training activities under the control of Headquarters, TRADOC. |
| certified military financial advisor: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| certified military financial advisor: Red Brick, Black Mountain, White Clay Christopher Benfey, 2013-02-26 Beautiful, haunted, evocative and so open to where memory takes you. I kept thinking that this is the book that I have waited for: where objects, and poetry intertwine. Just wonderful and completely sui generis. (Edmund de Waal, author of The Hare with Amber Eyes) An unforgettable voyage across the reaches of America and the depths of memory, this generational memoir of one incredible family reveals America’s unique craft tradition. In Red Brick, Black Mountain, White Clay, renowned critic Christopher Benfey shares stories—of his mother’s upbringing in rural North Carolina among centuries-old folk potteries; of his father’s escape from Nazi Europe; of his great-aunt and -uncle Josef and Anni Albers, famed Bauhaus artists exiled at Black Mountain College—unearthing an ancestry, and an aesthetic, that is quintessentially American. With the grace of a novelist and the eye of a historian, Benfey threads these stories together into a radiant and mesmerizing harmony. |
| certified military financial advisor: Military Personnel Financial Services Protection Act United States. Congress. House. Committee on Financial Services, 2004 |
| certified military financial advisor: Personal Finance E. Thomas Garman, 1999-10 |
| certified military financial advisor: Breaking Cover Michele Rigby Assad, 2018-02-06 A real-life, can’t-put-down spy memoir. The CIA is looking for walking contradictions. Recruiters seek out potential agents who can keep a secret yet pull classified information out of others; who love their country but are willing to leave it behind for dangerous places; who live double lives, but can be trusted with some of the nation’s most highly sensitive tasks. Michele Rigby Assad was one of those people. As a CIA agent and a counterterrorism expert, Michele soon found that working undercover was an all-encompassing job. The threats were real; the assignments perilous. Michele spent over a decade in the agency—a woman leading some of the most highly skilled operatives on the planet, secretly serving in some of the most treacherous areas of the Middle East, and at risk as a target for ISIS. But deep inside, Michele wondered: Could she really do this job? Had she misunderstood what she thought was God’s calling on her life? Did she have what it would take to survive? The answer came when Michele faced her ultimate mission, one with others’ lives on the line—and it turned out to have been the plan for her all along. In Breaking Cover, Michele has at last been cleared to drop cover and tell her story: one of life-or-death stakes; of defeating incredible odds; and most of all, of discovering a faith greater than all her fears. |
| certified military financial advisor: Personal Finance for Military Families Pioneer Service Inc., 2004-09 Personal Finance for Military Families is filled with practical, real-world advice that can help every service member handle his or her unique financial situation. Written in an easy-to-understand style, this book can be used throughout a person's military and civilian life. Some of the topics covered include: What to do when you're relocated or deployed How to spend wisely Making large purchases Ways to save on taxes How finances are impacted by major life events such as marriage, divorce and having children. How to create and stick to a budget Investing for retirement And much more! With contributions from Sergeant Major of the Army Jack L. Tilley, Ret. and Master Chief Petty Officer of the Navy Robert J. Walker, Ret., you can be assured that this book focuses on how life in the military affects your finances. |
| certified military financial advisor: Keen on Retirement Bill Keen, 2022-10-25 |
| certified military financial advisor: Work Your Wealth Mary Beth Storjohann, 2016-02-09 Imagine ditching the stress around your finances once and for all. Think about what your life would be like to have control over your money instead of feeling like it has control over you. Work Your Wealth isn't your traditional personal finance book. Mary Beth Storjohann, CFP(r), speaker and writer makes it her mission to cut through the crap, toss the fancy lingo, make money relatable, and breaks down specific steps and to-dos along the way to provide you with confidence and clarity in your financial life. Work Your Wealth makes taking control of your finances exciting and easy to do. It provides an organized plan of attack that covers everything from setting goals, budgeting, paying down debt, investing, planning for retirement, using credit wisely, and more. Not to mention a whole chapter that covers your real life money questions. In addition, Mary Beth wraps up each chapter with a list of detailed, actionable Money Moves to help you build the foundation you need to create your own financial plan. Work Your Wealth educates, motivates and empowers you to gain a financial education, to kick your bad money habits (and your debt) to the curb, to step up and invest in yourself, and most of all to celebrate your wins along the way. If you're ready to take control of your money, Work Your Wealth is your ticket to a new financial life. |
| certified military financial advisor: Mission Transition Janet I. Farley, 2017-10-27 Change is a given in the United States military, but the soon to be applied “Blended Retirement System” is a financial change like no other the military has ever experienced. It is a huge deal that will not only affect the wallets of many active duty service members today and certainly 100% of them beginning in 2018, but it could also have a significant impact on future recruiting and retention of our volunteer military force. Mission Transition: Managing Your Career and Your Retirement is a needed introduction of the military’s new “Blended Retirement System,” representing the big shift in how the DoD manages military retirements. In the process, it encourages service members to adopt the new concept of retirement in the military, improve their own financial literacy, and assume responsibility for their own retirement planning. Finally, it provides new civilian job survival tips and strategies for service members in the process of leaving the military for civilian life. For those who are contemplating joining the armed forces and who wish to better understand the myriad of changes to the overall military retirement system this is the ideal guide. |
| certified military financial advisor: Licensure and Certification United States. Congress. House. Committee on Veterans' Affairs. Subcommittee on Economic Opportunity, 2011 |
| certified military financial advisor: Comprehensive Financial Planning Strategies for Doctors and Advisors David Edward Marcinko, Hope Rachel Hetico, 2014-12-09 Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g |
| certified military financial advisor: The Odessa File Frederick Forsyth, 2011 Suspense fiction. Reissues of 7 of Forsyth's classic thrillers. |
| certified military financial advisor: Fundamentals of Estate Planning Constance J. Fontaine, 1997 |
| certified military financial advisor: Planning for Business Owners and Professionals Ted Kurlowicz, James F. Ivers, John J. McFadden, 2002 |
| certified military financial advisor: Job Search David G. Henderson, 2009-07-16 Comprehensive, popular guide to a successful job search. More than 40 examples of successful resumes. |
| certified military financial advisor: Divorce Is Not for Dummies Nancy A. Hetrick, 2015-12-22 Divorce - once you've made the decision, you just want to get through it as quickly and painlessly as possible. If you have kids, you'll try anything to keep them from feeling broken. But you only have one chance to do it right. You can be SMART - bring in the right experts for your divorce, gather all the information, and you'll be sure to make the decisions that are BEST for YOU. Think your lawyer will advise you on the best settlement? Think again. Filing the proper documents and protecting your rights is their job. They are not financial advisors or accountants. Divorce is NOT for Dummies is your best defense against financial loss. It puts YOU in control with the knowledge you need to confidently negotiate a win-win agreement. Nancy, a Certified Divorce Financial Analyst, shares with you strategies that have benefited her clients. You'll learn: -The documents to gather and how to get organized. -Do It Yourself, Mediation, or Lawyer Assisted? Which divorce method is right for you? -How to ensure all assets and property are accounted for and who really owns what. -How child support and alimony come into play. Don't get divorced without it! Nancy founded Smarter Divorce Solutions in 2011 after going through her own less-than-optimal divorce process. She has over 16 years of experience in both investment management and financial planning. In 2012 she joined Registered Investment Advisor firm Clarity Financial where she also provides full service financial planning and investment management. She is a Master Analyst in Financial Forensics (MAFF(TM)), a Certified Divorce Financial Analyst (CDFA(TM)), an Accredited Wealth Management Advisor (AWMA), an Accredited Asset Management Specialist (AAMS), a Chartered Mutual Fund Counselor (CMFC) and a trained mediator. Nancy holds the Phoenix, 2015 Business Owner of the Year award from the National Association of Women Business Owners, was a 2014 Finalist in the BBB Business Ethics Awards, and is a frequent volunteer for the Fresh Start Foundation for Women. For more information or to contact Nancy please visit her website at: www.SmarterDivorceSolutions.com |
| certified military financial advisor: Raising Your Money-Savvy Family For Next Generation Financial Independence Doug Nordman, Carol Pittner, 2020-08 |
| certified military financial advisor: Contemporary Applications in Financial Planning Sophia Duffy, Ted Kurlowicz, Jamie Hopkins, C. W. Copeland, 2017-06 |
| certified military financial advisor: America's Registry of Outstanding Professionals America's Registry, Ltd, Strathmore Directories, Limited, 2002-09 |
| certified military financial advisor: Wealth in Families Charles W. Collier, 2001 |
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