Showing posts with label financial advice. Show all posts
Showing posts with label financial advice. Show all posts

Monday, August 21, 2017

The Financial Briefing by Eric Hutchinson



Eric Hutchinson has over 30 years of experience in the areas of financial planning, investments, estate planning, and tax planning and his joy is working with families to help them manage their financial affairs and make their dreams a reality.

In his book, The Financial Briefing  Answers to Life's Most Important Questions, he has taken those 30 years and questions his clients have asked him over the years, and put the answers into a book for everyone.  The book covers every stage of life, and the author suggests to read it cover to cover and then use it as a reference point from then on.

The Financial Briefing is set up in 2 sections and 7 chapters:

Finance 101:
  Budgeting and Saving Basics
  Planing Basics

Finance 102:
  Planning for Unexpected Change
  Planning for Growth and Prosperity
  Planning for Taxes
  Planning for the Next Generation
  Planning for Retirement


The name of the book, The Financial Briefing, sums the book up very well.  Each section is brief, and to the point.  It's an awesome starting point for everyone.
Here is what is really awesome though!!  You can visit http://www.thefinancialbriefing.com where can access the video library.  Yes, there is a video for almost every single section in the book.


I only recently started "dabbling" with a bit of money in the stock market.  I found good information in The Financial Briefing.  In our situation though it's best for us to start right at the beginning of the book.

I loved reading the chapter How to Begin Saving and Investing.  One thing that stood out to me was his advice if there just is no extra to start saving.  He actually suggests clipping coupons for those items that you buy all the time.  Then, take that money saved and put it into savings.    I've been using coupons all of my adult life, but never have I taken what I saved and put it aside as savings.  I fully intend to take this advice to heart.

I did read completely through the sections about investing, and look forward to also watching the videos on the website that go with those sections.

I can honestly say that I do feel this is a book for everyone.  One of those books that you do keep for current and future reference.








Disclosure:  I rec'd a copy of the book for the purpose of this review.  I was not compensated in any other way and all opinions are my own.  Post contains affiliate links.

Friday, May 12, 2017

Manage Your Financial Life by Nancy Doyle Review and Giveaway



The full title is Manage Your Financial Life:  A Thoughtful, Organized Approach for Women and it published by The Doyle Group.

The author, Nancy Doyle has 30 years of experience in wealth management, finance, investments, and consulting.  She believes that when it comes to money, independence and objectivity are essential.  She neither works for nor partnered with any financial firms.  She received her MBA from the University of Michigan's Ross School of Business.  She holds the Chartered Financial Analyst (CFA) designation.

Managing Your Financial Life is a debut book for Nancy Doyle.  It addresses a common problem for most women--their financial lives have become complex.  Many women want to have more knowledge regarding their financial affairs, but don't know where to start.

The book is written in 4 parts and 13 chapters and also includes a Preface and Introduction.
Most prefaces and introductions are short, but Doyle's are 19 pages total, leaving nothing out on her reasons and purpose for the book.

Part 1 will help you get organized.  Here is where I really need help, and definitely a first step to getting your finances in order.

Part 2 is how to analyze your financial profile.  Budgeting might be the short word for it as she goes into detail on creating your financial statement, evaluating your cash flow, evaluating your debt, a plan to pay off debt and much more.

Parts 3 and 4 are all about investing.  These are the parts that interest me the most.  Over the years I have wanted to invest.  I've read many books and articles on the subject and always leave confused.  I really like how she explains the terms in simple English.  Each term that you need to know is even in bold as you read.

I appreciate that the book is written to be geared towards women, but I can see that any man would also gain from the book.  I know I intend to read many parts of it out loud with my husband, even though I also intend to use the book for myself to learn how to invest the little that I earn for the future.

To find out more about the book you can visit:  http://manageyourfinanciallife.com/
To read more about the author visit: http://manageyourfinanciallife.com/about

You may purchase the book from amazon:



One lucky Marsha's Spot reader will win their own copy of Manage Your Financial Life.  Just enter using the rafflecopter form below.  Good Luck!!

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Disclosure: I rec'd a copy of the book for the purpose of this review and giveaway. I was not compensated in any other way and any and all opinions are my own. Post does contain affiliate links.

Sunday, December 28, 2014

Super Sunday Reviews-- The Minimum Wage Millionaire



The Minimum Wage Millionaire is written by Bill Edgar.  The full title is:
The Minimum Wage Millionaire: How a Part Time After School Job Can Change Your Financial Life


Upon first seeing the title, I wondered just how could someone earn minimum wage, but still become a millionaire.  It take much reading of the book to see just how it would work.

The book is geared towards teenagers who are just getting in to the job market (and their parents).  Start from that young age, especially while still living at home, and I could very well see how the techniques that Bill Edgar teaches in the book, would indeed make you a millionaire.

I wouldn't say this book is ONLY for people just starting out though.  I could see anyone who wants to start using his suggestions, gaining immensely from them.  You may not come out a millionaire starting later in life, but you would be so much better well off.

I have already written a bubblew post with my full review.  I would like to ask that you click over and check it out so that I am not repeating myself here on my blog, if you would.  It will open in a new window so that you won't lose this page.

Book 12--52 Book in 52 Weeks Challenge--The Minimum Wage Millionaire






Disclaimer:  I rec'd a copy of this book in ebook form for the purpose of this review.  I was not compensated in any other way and any opinions are my own. 




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