Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

People & leadership

E-Book

Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

Author: Sharon L. Lechter, CPA

  • Format

    E-book

This practical guide of expert advice is designed to give your contacts the information and tools they need to make managing their money less intimidating and help them thrive.

£9.00 (CIMA members only)

£15.00

VAT calculated on checkout

Product information

Overview

As an accounting professional, you know that understanding personal finances can seem like an overwhelming task to your clients.

This collection of CPAs' advice gives everyone the information and tools they need to make managing their money less intimidating and help them thrive.

This practical guide makes a great gift and reminds the recipient that accounting professionals are their best resource for navigating money issues.

Topics discussed:

  • Build a basic budget, plus tricks for sticking to it
  • Understand good debt versus bad debt
  • Tackle credit card debt and use credit strategically
  • Plan for a major purchase, such as a car or a house
  • Give to your favourite charity- and make it work with your budget
  • Combine your finances with your spouse or partner
  • Teach kids about money at an early age, and then reinforce those lessons throughout the teen years
  • Save for your children's college and your retirement
  • Prepare for life's ups and downs, from planning for a wedding or dream vacation to dealing with unexpected household repairs, identity theft, or an unforeseen disaster
  • Ensure your loved ones are secure by having critical documents in order, such as a will, power of attorney, or trust, as well as adequate insurance coverage
  • Choose the best financial advisor for your needs

Who should take this course?

  • Anyone interested in increasing their financial literacy

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Format:E-book
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£9.00 (CIMA members only)

£15.00

VAT calculated on checkout

Author

  • Sharon L. Lechter, CPA