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Advice Expat Financial



Advising the 60+ Investor: Tax and Financial Planning Strategies by Darlene Smith,

Advising the 60+ Investor: Tax and Financial Planning Strategies by Darlene Smith,
Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is sky-rocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients’ individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.
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How Can I Ever Afford Children?: Money Skills for New and Experienced Parents by Barbara Hetzer,
How Can I Ever Afford Children?: Money Skills for New and Experienced Parents by Barbara Hetzer,
Bringing up baby without going broke No one ever said raising children would be easy or cheap. In fact, parenting is one of the most expensive ventures you'll undertake. This invaluable new resource shows you how to plan for and meet the financial challenges of parenting. Included are helpful tips and advice, as well as useful worksheets and practical strategies. "How Can I Ever Afford Children? is a must read for every parent. This is the most comprehensive guide to financ planning for raising children I have seen. Barbara Hetzer has created an invaluable, practical guide to planning for children from conception through college graduation." Ellen Rogin, CPA, CFP President, Strategic Financial Designs Inc. "Barbara has put together an excellent summary of the financial costs a parent needs to know (and are probably too afraid to ask about). I hope to make it required reading for all of my clients with children." Douglas Mollin, CFP President, ProPlan Financial Services. "This book is a great guide for the perplexed parent who wants to know the bottom line on everything from pre-conception to graduate school. Here are the ABCs of what it actually costs to have a child. At last, the financial facts are spelled out in detail to help parents every step of the way." Linda Barbanel, CSW author, Piggy Bank to Credit Card: Teach Your Child the Financial Facts of Life. "A wonderful guidebook to help parents anticipate the strategies they need to make the child-rearing years more joyful and less stressful financially. Beyond the financial strategies, How Can I Ever Afford Children? provides sound recommendations for the issues whichneed to be addressed by parents to protect their family's security." Lydia Sheckels Chief Investment Officer, Vice President Financial Planning Services, Wescott Financial Planning Group, Inc.
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Financial advice - Financial Advice is advice given in relation to financial matters such as investing, insurance, saving and retirement planning.

Advice America - AdviceAmerica is a leading provider of Web-based Financial Planning software.Its radical and easy to use Financial Planning software empowers financial services firms and financial advisors to strengthen customer relationships and grow revenues by delivering comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

Metropolitan West Financial LLC - Metropolitan West Financial is a diversified financial services holding company with interests in a variety of firms that provide financial advice and strategic planning, capital management, asset management, investment advice, and fixed-income portfolio management. The acquisitive firm provides its services to businesses and high-net-worth individuals in the US.

Independent Financial Adviser - Independent Financial Advisers or IFAs are professionals who offer unbiased advice on financial matters to their clients and recommend suitable financial products from the whole of the market.



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