Expert Financial Planning

Praise for J.K. Lasser Pro Expert Financial Planning

"A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street

Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to:
Set and prioritize goals
Assess your current financial status
Make projections for each goal
Devise a strategy that includes spending, saving, and investing
Review risk management
Track your financial progress
Evaluate the tax consequences of investment decisions
Select life and disability insurance


. . . all with the help of leaders in their fields, including John C. Bogle Richard Driehaus Peter Katt Weston Wellington Gregory D. Curtis * Jay Mueller, CFA, and many more . . .

ROBERT C. ARFFA, M.D., is an eye surgeon with a keen interest in financial planning.

Praise for J.K. Lasser Pro Expert Financial Planning "A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to: Set and prioritize goals Assess your current financial status Make projections for each goal Devise a strategy that includes spending, saving, and investing Review risk management Track your financial progress Evaluate the tax consequences of investment decisions Select life and disability insurance . . . all with the help of leaders in their fields, including John C. Bogle Richard Driehaus Peter Katt Weston Wellington Gregory D. Curtis * Jay Mueller, CFA, and many more . . .

Praise for J.K. Lasser Pro Expert Financial Planning "A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." Burton Malkiel, author of A Random Walk Down Wall Street Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to: Set and prioritize goals Assess your current financial status Make projections for each goal Devise a strategy that includes spending, saving, and investing Review risk management Track your financial progress Evaluate the tax consequences of investment decisions Select life and disability insurance . . . all with the help of leaders in their fields, including John C. Bogle Richard Driehaus Peter Katt Weston Wellington Gregory D. Curtis Jay Mueller, CFA, and many more . . .

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