The Procrastinator's Bible for Financial Success

Nine Essential Steps for Planning, Budgeting, and Investing

by Frank J. Eberhart



Book Details

Language : English
Publication Date : 10/28/2008

Recognition Programs

Format : Softcover
Dimensions : 6x9
Page Count : 172
ISBN : 9780595411986
Format : Hardcover
Dimensions : 6x9
Page Count : 172
ISBN : 9780595873821
Format : E-Book
Dimensions : N/A
Page Count : 172
ISBN : 9780595855544

About the Book

Nobody really teaches us how to plan or invest when we're younger-or when we're older, for that matter. The good news is that it's never too late to start. The Procrastinator's Bible for Financial and Estate Planning Success: Nine Essential Steps can get you started by teaching you to:

  • Define your real risk tolerance or "financial DNA"
  • Record your personal information, estate planning, and investment asset details
  • Prepare a detailed budget, cash-flow, and net-worth analysis
  • Create a retirement budget
  • Implement a system to keep track of your investments and cost basis

Frank J. Eberhart's award winning book helps guide you through nine essential steps to help you understand how investments work, get organized, develop and implement an estate plan, and set concrete, realistic goals. The more you learn, the more you earn-and the more you keep!

My second addition now includes a detailed explanation and checklist for mortgages!

About the Author

Frank J. Eberhart is currently a high net worth financial advisor and advocate of knowledge and disclosure for consumers regarding investments, estates, and financial advice. He is also the author of Seminar Marketing & Sales Training Techniques for the Financial Professional, and holds an expert author designation for