Synopsis
Money is one of the most influential forces in our lives, bringing security, freedom, and happiness but also triggering stress, anxiety, and fear.
Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life's decisions involving your DOLLARS is essential.
This book provides valuable tools and strategies to know and apply to ultimately achieve financial success. Whether you're just starting your financial journey or ready to retire, this book will help you develop a solid plan for achieving your financial goals.
"synopsis" may belong to another edition of this title.
About the Author
Joel J. Garris is the President and Chief Executive Officer of Nelson Financial Planning, Inc., and enjoys helping people achieve their financial goals. He provides financial planning guidance to families, businesses, and individuals about taxes, retirement, and investments and specializes in bringing perspective to life's financial decisions. His areas of expertise include income planning, wealth management, legacy planning, and minimizing taxes. Joel is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Financial FiduciaryŽ, and holds various securities licenses, including:
- Series 7—General Securities Representative
- Series 24—General Securities Principal
- Series 27/28—Financial and Operations Principal
- Series 51—Municipal Fund Securities Principal
From the Back Cover
Money is one of the most influential forces in our lives, bringing security, freedom, and happiness but also triggering stress, anxiety, and fear.
Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life's decisions involving your DOLLARS is essential.
This book provides valuable tools and strategies to know and apply to ultimately achieve financial success. Whether you're just starting your financial journey or ready to retire, this book will help you develop a solid plan for achieving your financial goals.
From the Inside Flap
The primary purpose of this book: to help not just you but, more importantly, your children and grandchildren understand the fundamentals of money and personal finance. In other words, this book is intentionally designed to help the next generation make sense of all of life's decisions involving their dollars—hence the book's title Next Gen Dollars and Sense!
The second purpose of this book: to help provide a practical perspective in a world flooded with social media, multitasking, and information overload that has spawned 10-second attention spans. Achieving financial results over time won't happen without more diligence, awareness, and focus. And let's face it—positive, significant results are rarely instantaneous; instead, they are achieved over time. After all, you don't reach that million-dollar target (or whatever your goal is) without starting with the very first dollar.
Third, as I watch my three sons grow into adulthood, their generation seems somewhat ill-equipped for the rocky road ahead. Entering a changing job market on the heels of a recession and historic pandemic, they now face soaring housing and healthcare costs, rising inflation and interest rates, and, for some, astronomical student loan debt. The days of pension plans are long over, and I would not want to guess what Social Security might look like when they retire. It is clear that any successful future retirement will become increasingly dependent on individuals personally accumulating savings over time. Yet this generation needs extensive education about and exposure to personal finance principles and economics. I hope that this book will provide the tools, knowledge, and perspective necessary for people of all ages to succeed on their financial journey.
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Next Gen Dollars and Sense
Seller: BooksRun, Philadelphia, PA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # ACI4OIKDG5-11-1