Official website for the Certified Financial Planner Board of Standards. Learn about financial planning in addition to finding reports, statistics, industry insights, and more.
The National Endowment for Financial Education (NEFE) is devoted to increasing financial literacy. Website includes helpful information about programs, initiatives, and research, as well as educational tools.
Plough Library Books
How Do I Get There from Here? by George H. SchofieldNot long ago everyone knew what the word retirement meant--retire at age 65 after 40 years at the same job and coast through your golden years courtesy of a comfortable nest egg. But now, age expectancy is higher, savings are slimmer, and people change jobs more frequently. Clinging to this outdated concept of retirement only gets you a room in your kids' house.Your retirement is going to require an incremental approach to planning--and you must begin now. This requires conscious engagement, diverse interests, and the ability to adapt. No matter how far or close you think you are to retirement, How Do I Get There from Here is your one-stop guide to help you plot your direction for the coming decades. Readers will first be directed how to review all their assets--both tangible and intangible--so they can get an honest assessment of where they are right now. Then a journey through self-reflective questions and exercises will walk you through imagining your future, identifying skills you'll need, and learning how to prepare for inevitable twists and turns along the way.Stop clinging to an ancient and stereotypical idea of retirement. Decades of nonstop leisure is not only unreachable for most, it's not even truly desirable. Begin now charting the path for a unique, dynamic future you can look forward to!
ISBN: 9780814438688
Publication Date: 2017-08-17
The Personal Finance Calculator by Esme E. FaerberToday's most clear-cut guide for understanding and making everyday financial decisions Is it better to buy or lease a car? How does one calculate an investment return? For that matter, what exactly is an investment return? The Personal Finance Calculator provides noncomplex tools and calculations for assessing current personal wealth, determining how much debt is too much debt, understanding credit card interest rates, and more. Written by Esme Faerber, a McGraw-Hill author renowned for simplifying complex finance topics and explaining their use, this clear, concise book explains simple steps for getting one's financial life in order and saving money over both the short and long term. Readers will learn how to: Keep investment costs from undercutting overall returns Use the popular "Rule of 72" to estimate investment growth Determine how much money they will need for retirement
ISBN: 9780071393904
Publication Date: 2003-04-01
Practicing Financial Planning by Sid Mittra; Anandi P. Sahu; Brian FischerThe use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.
ISBN: 9789386042859
Publication Date: 2016-09-14
Strategic Financial Planning over the Lifecycle by Narat Charupat; Huaxiong Huang; Moshe A. MilevskyThis book on personal financial planning and wealth management employs the lifecycle model of financial economics. The central idea of "consumption smoothing" is used to connect chapters and topics such as saving and investment, debt management, risk management, and retirement planning. The first part of the book is nontechnical and aimed at a wide audience with no special technical background. The second part of the book provides a rigorous presentation of the lifecycle model from first principles using the calculus of variations. The accompanying website is found at http://www.yorku.ca/milevsky/?page_id=185.