Following are some useful planning tools and resources. We look forward to working with you to create your preferred Financial future!
TED Talks: Shlomo Benartzi "Saving for tomorrow, tomorrow"
As the College Send-off Looms……
By Jean McAllister, CFP®
Michael Kay - Transforming today's vision into tomorrow's reality.
At Financial Focus, we have adapted the tools and techniques of Financial Life Planning as provided by Money Quotient.
After careful and lengthy analysis. we have selected Loring Ward Advisor Services to provide our clients with integrated wealth management solutions. Loring Ward is a leader in asset management services and is a diversified, full-service organization.
Dimensional Fund Advisors applies academic research to the practical world of investing. Its objective is to help clients structure globally diversified portfolios and to add value through engineering and trading.
The Financial Planning Association is the membership organization for the Financial planning community. Both Michael F. Kay and Metro J. Duda are members as well as Certified Financial Planners (CFP(TM)).
The Social Security Administration website contains a great deal of information regarding your Social Security benefits.
Don't be scared of the Internal Revenue Service (IRS). They are here to help you by fulfilling their mission: To provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.
AdvisorTeam is the official online provider of the Temperament Sorter II(TM) and related products and services for organizational, career and personal development.
At Financial Focus, we believe that sensible money management and successful Financial planning begins with self-education and Financial "literacy."
Here are some book titles, selected by Financial Focus President Michael Kay, that can help you begin the journey on the road to your preferred Financial future.
Basic Financial Information:
1. Guide to Understanding Personal Finance (The Wall Street Journal: Morris/Siegel)
2. Why Smart People Make Big Money Mistakes (Belsky/Gilovich)
1. A Random Walk Down Wall Street (Burton Malkiel)
2. Take on the Street (Arthur Levitt)
3. Winning the Loser's Game (Charles D. Ellis)
4. What Investors Really Want (Meir Statman)
5. Financial Fitness Forever (Paul A. Merriman)
6. The Investment Answer (Daniel C. Goldie/Gordon Murray)
1. The Number (Lee Eisenberg)
2. Don't Retire, Rewire! (Jeri Sedlar, Rick Miners)
3. The New Retirementality (Mitch Anthony)
4. How to Retire Happy, Wild and Free (Zelinkski)
5. The Retiring Mind (Robert P Delamontagne, PhD)
6. What Color is your Parachute For Retirement (Richard Boles/John Nelson)
1. Nudge (Richard H. Thaler and Cass R. Sunstein)
2.The Seven Habits of Highly Effective People (Stephen Covey)
3. The Eighth Habit (Covey)
4. Debt-Proof Living (Hunt)
5. Authentic Happiness, (Martin E.P. Seligman)
6. Becoming Real, (David Irvine)
7. Man's Search for Meaning, (Viktor E. Frankl)
8. Fooled by Randomness, (Nassim Nicholas Taleb)
9. What Money Really Means, (Thomas Kostigen)
10. Beyond Greed and Fear, Behavioral Finance (Hersh Shifrin)
11. Conscious Finance, (Rick Kahler)
12. Overworked, Overwhelmed, and Underpaid: Simple Steps to Go From Stress to Success (Louis Barajas)
13. Small Business, Big Life: Five Steps to Creating a Great Life with Your Own Small Business (Louis Barajas)
14. Drive: The Surprising Truth About What Motivates Us (Daniel H. Pink)
15. Start With Why: How Great Leaders Inspire Everyone to Take Action (Simon Sinek)
16. Moving Forward on Your Own: A Financial Guidebook for Widows (Kathleen Rehl, CFP)
17. The Power of Habit. Why We Do What We Do in Life and Business (Charles Duhigg)
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