WORLD'S LARGEST MARKET RESEARCH RESOURCE — 1,519,265 REPORTS

 
 
• SEARCH FOR A REPORT

Viewing report

Search
Enter keywords, a title or a report id number below.
Advanced

• ORDER BY FAX

Order By Fax

• SELECT SITE CURRENCY

Select a currency for use throughout the site



  • Hard Copy (Paper back) Information Icon
Live Chat Live Help Software for Website

10 Steps to Financial Success. A Beginner's Guide to Saving and Investing

John Wiley and Sons Ltd, April 1997, Pages: 272

How to save and invest today for a secure financial tomorrow

A sound financial plan is absolutely essential for reaching your long-term goals, whether you want to purchase a new home, pay for a child's college education, or create a retirement nest egg. In this invaluable new guide, investment advisor W. Patrick Naylor provides a 10-step, easy-to-follow savings and investing program that will help you build a secure financial future. A flexible system that can be tailored to your income and risk tolerance levels, this proven strategy shows how to:
- Set short-, intermediate-, and long-term financial goals
- Establish a budget based on fixed and variable expenses
- Organize your banking for maximum benefit
- Create a separate fund for unforeseen emergencies
- Develop a 3-tiered investment strategy that includes mutual funds, dividend reinvestment programs (DRIPs), and individual growth stocks
- Monitor your investments regularly by determining your net asset value (NAV)

Get Started Today!

Establish a Budget.

Organize and Automate Your Banking.

Create an Emergency Fund.

Set Financial Goals.

Develop a 3-Tiered Investment Strategy.

Invest in Mutual Funds Initially (Tier 1).

Diversify Your Portfolio--with DRIPs (Tier 2).

Select Individual Growth Stocks (Tier 3).

Monitor Your Investments Regularly.

Afterword: Stay in Touch.

Appendices.

Index.

W. PATRICK NAYLOR is the president of Naylor Financial Services, Inc., an Ohio-based, fee-only registered investment advisory and money management firm. He also lectures to investment groups nationwide and teaches a course entitled Investing on Your Own.

Customers who bought this item also bought