A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex financial conversations with your aging mother or father well in advanc...

是否期待在保險業中擁有穩定高收入、獲得成就感與尊重，但又苦於不知如何擺脫客戶對於「拉保險」的刻板印象？MDRT 百萬圓桌合格終身會員、CFP 國際理財規劃高級顧問許秀菁，將其超過 30 年的成功經驗濃縮成這 22 堂保險行銷課程。「態度決定命運，習慣決定未來」，在這一門課中，秀菁姐不僅傳授保險行銷的實用技巧，更引導業務員建立專業形象與正確心態，讓你在客戶眼中成為一位受人尊重的專業保險顧問。 現在就跟著秀菁姐一起來學習，培養正確心態，讓自己成為超級業務員！這一堂的核心能力：1. 建立源源不絕的客源與良好的工作習慣• 盤點與延伸人脈：盤點既有人脈，並善用人脈九宮格來複製與延伸人脈，確保業務員擁有「跑不完的客戶名單」。• 掌握三不政策：學習維持高效率的工作習慣，即「不離開通訊處、不離開主管、不離開客戶」。• 開發習慣：養成在每一次拜訪客戶時，同步做到有助於開發新客戶的三件事。• 目標設定：透過小目標的累積來完成大目標，例...

Financial Security . Is it a guaranteed route to leaving the nine to five forever? A sure fire escape from the mundane to the sublime? Mai Tai's by the pool at your tropical seaside villa?The short and honest answer : Maybe. That kind of enormous financial success depends on three things:1*. Economic conditions*Your ability and knowledge to take advantage of those conditions at the right moment.the...

The Key to a Healthy Work-Life Balance and Heart-Centered Inner SuccessAs a busy professional working in a high-demand career, it’s easy to put your work and clients first and ignore your own needs. Becoming physically run-down, emotionally burned-out, and spiritually depleted can result in frustration, anxiety, and even disillusionment.Beyond Balancing the Books is a practical guide that will help you find your authentic heart-centered focus. Us...

The traditional approach to retirement is FAILING us. It’s based on the belief that retirees and aging are synonymous with becoming weaker and less capable. That retirement is about winding down and playing it safe, because, you know, retirees are frail. This outdated and patronizing view assumes that when you retire from your job, you also retire from life.In retirement, you have more time, money, resources, and wisdom than you’ve ever had. You can be more adventurous, pursue your...

CFP Exam Practice Questions (Volume 2) provides 200 comprehensive practice questions to prepare for the six-hour CFP certification exam. In this volume, the key provisions of the “One Big Beautiful Bill Act” (OBBBA 2025) will be thoroughly tested and evaluated as they pertain to the practice of financial planning and the CFP certification exam. All questions are test-level difficulty and focused on helping you achieve a passing score on the certification exam.

This audiobook is narrated by a digital voice.CFP Exam Prep 2025-2026Your Comprehensive Guide to Mastering the CFP JourneyAre you ready to elevate your career and enhance your expertise by successfully passing the CFP Exam?Searching for an all-inclusive guide that contains everything you need to conquer the CFP Exam?Look no further!This audiobook is your ulti...

Attention all families…When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his eighteen-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy.Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his many appearances on CNBC and Fo...

⭐⭐ Simplified Guide & Explanations Included ⭐⭐Are you looking to progress in your career and solidify your knowledge by successfully passing the Certified Financial Planner Exam 2024-2025?Seeking a comprehensive guide that provides all necessary elements to pass the Certified Financial Planner Exam 2024-2025?Your search ends here!This guide serves as your definitive companion for deepening y...

Each year Americans lose billions of dollars to fraudulent activity.The Madoffs among Us explains in graphic detail how and why people fall prey. Most importantly, it tells you how to easily identify the people who perpetrate these crimes and avoid their deceitful practices. Why do smart people fall for these cons? What are today’s most common scams? And how can you avoid becoming a victim?Many people abdicate their responsibility to participate in the investment p...

Have you ever wondered what people without children do with all their free time and money? Do you assume that they must have a lot of both? The truth is more complex than that! Childfree people come from as many different backgrounds and life circumstances as people with children do. Some are partnered, and some are not. Some are well-educated, some aren't. Some are independently wealthy, and some are just scraping by. Dr. Zigmont's "Portraits of Childfree Wealth" is a collection of 26 vig...

Passive Income Mindset Do you Have One? If you're truly interested in passive income, and why would you not be, you've certainly heard it referred to as The "Holy Grail" of Internet Marketing. The bulls eye that every entrepeneur is shooting for.As you well know - The internet is bombarded daily with countless stories of the nearly instant millions being made. But behind almost every legitimate bonanza you'll find years of determined effort and thought...