Description - Save Wisely, Spend Happily by Sharon L. Lechter
As a CPA, you know that understanding personal finances can seem like an overwhelming task to your clients. Yet it doesn’t have to be—especially if they have the guidance of a trusted advisor.
Published in honor of the AICPA’s 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of CPAs’ advice gives your clients the information and tools they need to make managing their money less intimidating and helps them thrive at any stage of life.
Developed as a complement to the AICPA’s successful 360 Degrees of Financial Literacy program, this practical guide makes a great gift for your clients or prospective clients and reminds them that you are their best resource for navigating the tricky money issues that can arise throughout all of life’s phases.
The book discusses how to:
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 favorite 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
Filled with detailed information, money saving strategies, and expert advice, each chapter is reinforced with personal stories—many from the contributors’ own life experiences—that bring home the book’s lessons.
These tales of financial setbacks, recoveries, and eventual successes demonstrate that with persistent planning, and a little guidance, it is truly possible to save wisely and spend happily.
Buy Save Wisely, Spend Happily by Sharon L. Lechter from Australia's Online Independent Bookstore, BooksDirect.
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