The Ultimate Financial Plan: The Key to Wealth and Well Being

by Richard Burns

Overview

This book is for parents and their school age children, but has something for everyone. It is a roadmap of everything you need to know to get started financially and build wealth over time. The reader will be motivated to start taking the steps in the book to build their finances today. It has easy-to-follow, step by step instructions in five separate areas of personal finance.
*Learn how to budget your money and why this is such a critical first step for your financial success.
* You will understand the importance of not only saving money but opening an investment account and investing in the stock market.
*Why you should open an IRA long before you're able to drive a car.
*How to build your credit score.
*How to make money just by using your credit cards.

It will also point out things to avoid, common financial mistakes people make that prevent them from ever getting ahead financially. While this book was written for parents and their children, there is something for people of all ages to help them plan out and organize their financial future.

Product Details

ISBN-13:	9798369273241
Publisher:	Barnes & Noble Press
Publication date:	06/23/2023
Edition description:	Financial Planning for Young Adults ed.
Pages:	42
Product dimensions:	8.50(w) x 11.00(h) x 0.09(d)

About the Author

I am married with two children and currently live in Connecticut. After graduating from the University of Connecticut with a bachelor’s degree in finance and entered the real estate field upon graduation. My first financial moves were to purchase two condominiums and a house before my twenty fifth birthday. The next fifteen years were spent working in sales and management, until the company I was working for was bought out and moved to California. I choose not to move my family cross country and instead went back to school to earn my master’s degree in Education. While working as a history teacher, I became concerned that students would spend 12+ years in school, learning the skills to graduate get a job and earn money, but not how to manage the money that they make. I switched to teaching business, specializing in investing and money management. Unfortunately, I only taught 175 to 200 students per year at school so I decided to write this book to make an easy-to-follow financial plan, available to an unlimited amount of people. I also work part time in finance and accounting at a local community college and as a tax preparer.

Editorial Reviews

This book was really helpful to realize what I need to be doing now in order to prepare myself to be more successful in the future.

High School Student - Reis Muccino

This book is amazing. The first thing I did after reading it was open both a checking and savings acccount. Then I spoke to my mom about opening an investment account. I am really excited to start investing my money now! I feel it is a lot easier to do then I had ever imagined.

High School Student - Brian Torres

This book would make an excellent tutorial for any parent or mature kid.

retired CEO Service Directions Inc. - Ron Garfunkel