Financial Planning Strategies

Lift Off To A Successful Financial Life

by Sharon Finch O'Maley

Financial Planning Strategies
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Financial Planning Strategies

Lift Off To A Successful Financial Life

by Sharon Finch O'Maley

Published Apr 09, 2013
215 Pages
Genre: BUSINESS & ECONOMICS / Accounting / Financial



 

Book Details

Learning To Stretch The Proverbial Penny; Stop The Pinching!


No matter where you are in the life cycle, stretching the penny will always get you closer to your financial goals than the traditional pinch and squeeze. Financial Planning Strategies is all about learning how to plan a strategy early in life, sticking with the plan as well as giving yourself room to modify and revise. Planning for your child’s college will not be stressful if you start at birth. Starting early with a strategy for a retirement you can live with, will mean laying back small amounts monthly rather than a crash course at age 50.

 

Book Excerpt

"Short-term financial goals are set each year; they cover a twelve month period and should be consistent with established long-term goals. These short-term goals become the key input for the cash budget --a tool used to plan for short-term income and expenditures. The individual’s or family’s immediate goals, expected income for the year, and long-term financial goals must all be taken into account when defining short-term goals."

 

About the Author

Sharon Finch O'Maley

Sharon may have cut her teeth on writing a story about a local forest fire at age 12, but she has gone on to write for Continuing Education Providers across the United States and in multiple disciplines including real estate, financial, medical and insurance. Sharon was raised as a PK and later spent three years working with missions in Costa Rica and Dominican Republic. In 1994, Sharon became a single mom after her divorce and remained single for the next few years. The ensuing financial difficulties were part of the motivation to write this guide.