Managing My Life: Managing My Money e-Book
Managing My Life: Managing My Money
A Workbook to Help You Increase Your Financial Knowledge
and Work Better With Your Financial Professionals
Written by Steven S. Shagrin, a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Planning Counselor, Certified Retirement Counselor and Certified Money Coach (CMC)® with over 30 years of experience in retirement planning. A past president of the International Society for Retirement & Life Planning, he also served on the national board of the Association for Financial Counseling and Planning Education (2000-2006). "Shags" -- as he is commonly known -- is president of Steven S. Shagrin Company in Walnut Creek, California, a financial wellness, life planning and retirement education company.
Chapter 1: Introduction
Chapter 2: Sources of Income
Chapter 3: Ideas for Saving and Budgeting
Chapter 4: Tips for Saving and Investing
Chapter 5: Tax Planning Ideas
Chapter 6: Review of and Understanding Your Insurance Needs
Chapter 7: Estate Planning
Chapter 8: Selecting, Interviewing and Working with a Financial Advisor
Chapter 9: Useful Resources and Websites
114 Pages / 11 Exercises
Not Available in Bookstores -- Only Through My Website!