Financial bliss : a couple's guide to merging money styles and building a rich life together / / Bambi Holzer

• Autore: Holzer Bambi
• Pubblicazione: New York, : AMACOM, American Management Association, c2007
• Edizione: 1st ed.
• Descrizione fisica: vi, 250 p. : ill
• Disciplina: 332.0240086/55
• Soggetto topico: Couples - United States - Finance, Personal; Investments - United States; Financial security - United States; Wealth - United States
• Note generali: Includes index.
• Nota di contenuto: Getting to know you and your partner -- Love-- and dead ends-- are blind -- Finance is in the eye of the beholder--our individual money styles -- "We need to talk" -- Conducting your financial state of the union meeting -- Merging and managing your financial life together -- Yours, mine, and ours--marrying your finances-- or not -- No secrets--keeping and maintaining good financial records -- Successfully preparing for your financial life events -- Setting up house -- Children and couplehood -- Being prepared for emergencies -- Retirement--at long last and how long will our money last? -- Estate planning -- Investing today--what you need to do now -- Times have changed -- What to invest in now -- Epilogue--parting words.
• Sommario/riassunto: Holzer provides investment and financial planning services to individuals and families looking for guidance in managing their money. She takes a 'life planning' approach, helping them define financial goals while taking into consideration family, career, retirement, and other life choices. Media-savvy author, Holzer has appeared on the "Today Show," "NBC Nightly News" with Tom Brokaw, "Fox on Money," CNN, CNBC, "Bloomberg," "Lifetime," and local television and radio shows across the country. She has been quoted in such publications as "U.S. News and World Report," "Money Magazine," "Business Week," "Smart Money," "Research Magazine," "Investors Business Daily," "New York Times" and the "Los Angeles Times." Holzer is an Accredited Investment Fiduciary trademark], a Certified Specialist in Planned Giving, Certified Estate Advisor, and a member of the American Society of Pension Actuaries (ASPA), the National Institute of Pension Administrators (NIPA), the Investment Management Consultants Association (IMCA), and the Western Pension and Benefits Conference Group.
• Titolo autorizzato: Financial bliss
• ISBN: 1-281-12654-3; 9786611126544; 0-8144-2989-0
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910974685003321
• Lo trovi qui: Univ. Federico II