Bedford Public Library

Picture your prosperity, smart money moves to turn your vision into reality, Ellen Rogin, CPA, CFP, Lisa Kueng

eng

Includes bibliographical references and index

platesillustrations

index present

non fiction

Picture your prosperity

bibliography

Ellen Rogin, CPA, CFP, Lisa Kueng

smart money moves to turn your vision into reality

" A unique book on the investing needs of women. Based on a hugely successful workshop, this book offers an interactive, enjoyable, motivating plan for women who want to take control of their finances and feel secure about the things that matter most to them. Too often, financial advice jumps right to the minutiae of investments, skipping over the deeper questions of what people really want from their money, both now and in the future. Ellen Rogin and Lisa Kueng teach their clients and workshop audiences to do the opposite. First, people need to think deeply about their short-term and long-term goals, whether they're as practical as paying for college and setting up a retirement plan or as aspirational as buying a sailboat and traveling the world. Only then should people start considering their investment options. Rogin and Kueng provide a clear, seven-step process for envisioning goals, designing a customized plan, and breaking the plan into manageable steps. Their fun voice, emphasis on positive thinking, and deep grasp of the nuances of investing will help women see the financial planning process as inspirational, full of possibility, and even fun. The end result for readers: having the resources they need to create the life they've imagined"--, Provided by publisher"Based on a hugely successful workshop, this book offers an interactive, enjoyable, motivating plan for women who want to take control of their finances and feel secure about the things that matter most to them. Too often, financial advice jumps right to the minutiae of investments, skipping over the deeper questions of what people really want from their money, both now and in the future. Ellen Rogin and Lisa Kueng teach their clients and workshop audiences to do the opposite. First, people need to think deeply about their short-term and long-term goals, whether they're as practical as paying for college and setting up a retirement plan or as aspirational as buying a sailboat and traveling the world. Only then should people start considering their investment options. Rogin and Kueng provide a clear, seven-step process for envisioning goals, designing a customized plan, and breaking the plan into manageable steps"--, Provided by publisher