Holly P. Thomas

How Does Your Money Flow? A Mindful E-Guide To Common Saving, Spending, and Sharing Decisions (eBook, ePUB)

• Format: ePub

Produktbeschreibung

Planning for your financial future can seem like a drab numbers game. How Does Your Money Flow? takes readers on a journey to discover how much is really enough. Rather than dictate a "Number" everyone needs to live on, you will define for yourself what your life's next chapter would look like. With self-assessment exercises, the book uncovers the true meaning of, for example, home, health, travel, toys, charity, and how money impacts our relationships. With needs, wants, and wishes uniquely defined, you will feel far more prepared to make money decisions. As an excerpt from the book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, How Does Your Money Flow? prepares you to embark on the next step of meeting with a financial professional, or to draft your own financial plan.

The book first looks at savings decisions, and especially the tension created between saving for children's college and saving for retirement. Next, spending decisions in major areas of life are examined with the angle of understanding where our true sources of happiness lie, and how often we overestimate the money required to get us there. Finally, sharing decisions - whether to give money or lend to family and friends; how much to give to charity; and how to plan for what we leave behind - are discussed.

Each section comes with self-assessment questions, so that you come away with answers unique to you. Knowing your own level of needs, wants, and wishes, you can then use this knowledge to plan for what you truly need to save, spend, and share; rather than relying on what society, friends, family, or even professionals might tell you. Learn to let your money flow - in and out of your life - in ways for which you have prepared.

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Produktdetails

• Verlag: Holly P. Thomas
• Erscheinungstermin: 15. Januar 2016
• Englisch
• ISBN-13: 9780988804913
• Artikelnr.: 56549872

Autorenporträt

Before starting a fee-only financial planning practice in 2006, Holly P. Thomas, now Holly Donaldson, spent 21 years in banking, primarily with First Union/Wachovia (now Wells Fargo), where she served as a Senior Vice President in the Private Wealth Management division. During her banking career, she was nominated by one of her clients and featured in Inc. magazine as a "Banker You'll Love."
Holly has been a featured speaker on the psychology of money in diverse venues, from university classrooms to national conferences. Quoted in the Wall St. Journal, InvestmentNews, Financial Advisor, Money, and More magazines, her area of interest is money's part in family and professional relationships. Her 2013 book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called "..a great addition to an advisor's shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads" by NAPFA Advisor magazine.

Her free monthly e-letter, "The View from the Porch," received the All Star award from Constant Contact for its content in 2012, 2013, and 2014.

Holly holds 2 master's degrees from the University of South Florida: an MBA in Finance and MIS; and an M.A. in Economics. She received her B.A. in Economics from Davidson College in 1986 and CFP® certification in 2004.

A Florida native who studied in India, Holly enjoys cooking Asian cuisine, hiking, birding, and snowskiing. She has no kids, no pets, and all plants entrusted to her care have passed on.