Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Unavailable
    Making Sense of it All: Ten Financial Principles for a Better Financial Future
    Unavailable
    Making Sense of it All: Ten Financial Principles for a Better Financial Future
    Unavailable
    Making Sense of it All: Ten Financial Principles for a Better Financial Future
    Ebook183 pages2 hours

    Making Sense of it All: Ten Financial Principles for a Better Financial Future

    By James Giuliani

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    Making $ense of it All (Ten Financial Principles for a Better Financial Future) is written in an easy to read and easy to understand format in order to help anyone, no matter their current financial knowledge, plan for their future. The book accomplishes this via 10 financial principles that you can easily implement starting today. Ultimately, I want this book to be a confidant you can turn to in your deepest times of financial need. No matter whom you are, money has some type of role in your life. All of us think about it to some degree, are affected by it, and as such, want to find out how to have enough money to meet certain needs and wants. After reading this book, people will be excited by the notion that they can simply learn and apply 10 financial principles and have a vastly improved financial future than they would otherwise. Not everyone is greedy or infatuated with wealth, but we all need some amount of money to meet our basic needs. If I told you one thing that could positively impact your financial future, how much would it be worth to you? People all over the country are paying $1,000 or more for a financial plan from a financial planner. Not everyone can afford that; but just because someone can't afford to purchase a financial plan, it doesn't mean they don't need a financial plan. With this book you can get access to a financial professional's deepest insights for a fraction of the cost. So many people are losing or struggling in the area of their finances because they lack discipline, procrastinate, or do not have the tools to succeed. These people in turn feel ill equipped to make strong financial decisions and may be putting their financial futures at risk. This book discusses key financial principles in approachable language, which will give you the confidence to take ownership over this area. This book is meant to not only be inspirational, but to be a reference tool that can be revisited again and again. After reading this book, among other things, you will walk away with an understanding of the following:1) When debt is good and when it is bad2) How to calculate your taxes3) What retirement planning entails4) How to build an investment portfolio5) How to build a budget that actually works6) How to make saving money a lasting habit
    LanguageEnglish
    Publisher5Points Publishing
    Release dateApr 16, 2013
    ISBN9781939447104
    Unavailable
    Making Sense of it All: Ten Financial Principles for a Better Financial Future
    Author

    James Giuliani

    James Giuliani is a CFA(R) charterholder, CFP(R) professional, and CPA residing in Atlanta, Georgia. He has a BBA in accounting from Emory University and has spent his entire professional career in the financial services industry. He is married to the former Angela Davie and has one son, Jonah Matthew. When not working, he can be found spending time with family and friends, reading, exercising, and playing and watching sports.

    Related to Making Sense of it All

    Related ebooks

    Personal Finance For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      How to Know When You Can Retire

      Jan 5, 2022

      See if you can relate to this … You have contributed to a 401(k) or other employer-sponsored account at work, maybe you’re paying extra on the mortgage or have already paid it off, you keep cash on hand for those unexpected expenses or upcoming big-t

      4 min read

    • Article

      It’s Not Always About How Much You Make

      Mar 20, 2021

      EVERYONE has their own money rule that they swear by. My one: “It’s not about how much you make; it’s about how much you keep and where you keep it.” Back in my corporate days, I was highly paid. It was probably a bribe to keep me in the job, as I ha

      3 min read

    • Article

      It’s Not Always About How Much You Make

      Mar 20, 2021

      EVERYONE has their own money rule that they swear by. My one: “It’s not about how much you make; it’s about how much you keep and where you keep it.” Back in my corporate days, I was highly paid. It was probably a bribe to keep me in the job, as I ha

      3 min read

    • Article

      It’s Not Always About How Much You Make

      Mar 20, 2021

      EVERYONE has their own money rule that they swear by. My one: “It’s not about how much you make; it’s about how much you keep and where you keep it.” Back in my corporate days, I was highly paid. It was probably a bribe to keep me in the job, as I ha

      3 min read

    • Article

      It’s Not Always About How Much You Make

      Mar 20, 2021

      EVERYONE has their own money rule that they swear by. My one: “It’s not about how much you make; it’s about how much you keep and where you keep it.” Back in my corporate days, I was highly paid. It was probably a bribe to keep me in the job, as I ha

      3 min read

    • Article

      On Marriage and Money: A CFP's Perspective

      May 14, 2018

      For those in a committed relationship or recently engaged, there's lots of online advice about how to get through wedding planning and still have a wedding. From the "irritable bride/groom syndrome" to the planning-induced insomnia and worries about

      5 min read

    • Article

      Q&A

      Jul 28, 2022

      Q&A
      10 min read

    • Article

      Wedding Season: 3 Steps to Empower Your Finances as a New Couple

      Aug 1, 2022

      Wedding season is in full swing, and along with all the beauty and joy that it can bring, it’s also important to keep in mind that with marriage comes a fair amount of financial decisions and plans to be made. To be sure these are not always the firs

      3 min read

    • Article

      A Financial Crash Course for Those Getting Married

      Mar 20, 2020

      So, one of you popped the question, and you've decided to get married. Congratulations! Finding a lifelong partner is a big deal, and this moment should be celebrated. Unfortunately, as soon as you share the news or post the I Said Yes! picture to Fa

      3 min read

    • Article

      To Budget or Not to Budget? The Argument for Why Not Having One Might Be Best

      Mar 13, 2020

      If I told you that you needed to budget in order to be successful, would you agree? Now, imagine I said the opposite: that having a budget didn't matter at all, and it wouldn't be the thing that would make or break your ability to reach your financi

      3 min read

    • Article

      Enjoy Your 7-Day Weekends: A 3-Step Plan for Retirement

      Feb 7, 2022

      Saving for retirement is one of the most popular topics that clients want to discuss with their financial advisers. In fact, Boston Private's recent WHY of Wealth Survey found that preparing for a comfortable retirement was the most important factor

      3 min read

    • Article

      Financial Advice I Would Give My Younger Self – Planning for a Young Family

      Aug 2, 2022

      As a planning expert frequently on the lecture tour, I often get asked, “What else should we know?”  I always look at the younger audience members and think – if only I knew this back when.  That’s the motivation behind this expert series on planning

      4 min read

    • Article

      How to Find the Perfect Balance Between Spending and Saving

      Feb 15, 2019

      It's certainly not easy to find the perfect middle ground between saving and investing enough to secure those future goals while allowing yourself to spend enough to truly experience all the years in between now and then. Most people tend to fall on

      4 min read

    • Article

      The 5 Best Money and Retirement Podcasts You Haven't Heard of Yet

      Nov 4, 2019

      Want to cue up a brand new podcast, but not sure where to start? Most "best of" lists for financial podcasts tend to feature the same well-known shows over and over again, which isn't all that helpful for those of us who want to branch out and discov

      4 min read

    • Article

      Find Out in 5 Minutes If You Have Enough to Retire

      Aug 24, 2022

      My 4-year-old daughter loves working around the house to earn money. Perhaps we’re a bit early with these lessons. Nevertheless, when she earns money, it goes into an envelope with the words “baby doll” on it. One thing that kids understand that adul

      2 min read

    • Article

      The Envelope Budget: How to Make It Work for You

      Nov 18, 2020

      My last blog post, Don’t Be a Budget Hater, discussed the surprising truth that not all budgets are bad.  They often have a negative connotation, but hopefully after reading the article, you see the benefits of budgeting.  Now we will dive into diffe

      3 min read

    • Article

      Ask Paul

      Jul 1, 2020

      Ask Paul
      9 min read

    • Article

      5 Tips For Healthy Finances In A Relationship

      Jun 10, 2022

      NO MATTER how much you love your partner, money can cause tension and frustration in any relationship. You might have very different views on how to handle money, and if one of you is a spendthrift and the other isn’t it can make life especially chal

      3 min read

    • Article

      Mind Over Money

      Apr 13, 2022

      Mind Over Money
      8 min read

    • Article

      The Co-finance Conversation

      Jul 21, 2021

      The Co-finance Conversation
      4 min read

    • Article

      7 Financial Steps To Plan For A Baby

      Jul 8, 2022

      Send suggestions for topics and requests for info to yourmoney@you.co.za. We may answer your questions in this column but won’t reply personally. Once you’ve decided you want a baby, start saving! It’s a good idea to do so in a separate account becau

      3 min read

    • Article

      Kiplinger Q&A: Hill Harper

      Aug 27, 2019

      TV and film actor (ABC's "The Good Doctor," CBS's "CSI: NY" and Columbia Pictures' "Concussion") and author Hill Harper sees a void in the lesson plans for today's students ("We don't teach money," he laments) and believes celebrity influencers like

      7 min read

    • Article

      We Need To Talk About Money

      Oct 16, 2022

      Even with the people we love and trust most, talking about money can be downright awkward. But tackling the financial elephant in the room isn’t only good for your bank account, it’s also good for your relationship. A recent study found 94 per cent o

      2 min read

    Reviews for Making Sense of it All

    0 ratings

    0 ratings0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words