Finance for Dad: Financial Planning Manual - Paperback

by R. a. Bridges (Author)

More than a simple book, FINANCE FOR DAD is a practical manual on personal financial issues that all smart person should have in their library.FINANCE FOR DAD is mainly aimed at financial dads and moms, those heads of family, who pay the bills.In this book, parents will find the necessary knowledge to help them take care of their heritage and to provide their family an adequate standard of living. His author is a husband and father, specialized in economic sciences, with emphasis in Personal Financial Planning.Financial dads have no gender! Financial dad is the person (he or she) who is responsible for managing the family economy, which is not an easy task. Consequently, it requires good financial planning.This handbook of financial economics will take you step by step through the preparation of your Personal Financial Plan. It includes the seven areas that a head of family has to cover: -Managing the day to day money -Credit strategies for the acquisition of a home and other assets-Insurance planning -Personal investment planning -The retirement plan -The estate plan -The tax payment plan

Author Biography

An engineer with specialization in economics, R.A Bridges, worked for 30 years with E.I. DuPont de Nemours & Co., serving, most of the time, as Manager of New Business and Investments for the South American region. Upon retiring from the company, he decided to stop along the way and "sharpen the saw" (one of the habits suggested by Stephen R. Covey in his book " The Seven Habits of Highly Effective People ", undergoing a renovation program. To this end, he returned to school to pursue graduate studies in Personal Financial Planning, in Florida State University (FSU). Additionally, he completed the process (Series-65), required to practice as an Investment Advisor in the U.S. He acted for several years as an independent consultant for HORIZONTE, a Pension Fund Administrator, affiliated with the BBVA group. In line with his mission to promote education on Personal Financial Planning, in 2007, Mr. Bridges created the company PM Advisors, whose core business is to offer financial education, primarily aimed at companies that want to help their employees to better manage their personal finances. In 1914, the author was called by the Financial Planning Standard Board (FPSB), the global entity responsible for education and certification of the financial planning profession, to be part of the worldwide Body of Knowledge committee.