Financial Bliss

Financial Bliss

4.11 - 1251 ratings - Source

Holzer provides investment and financial planning services to individuals and families looking for guidance in managing their money. She takes a 'life planning' approach, helping them define financial goals while taking into consideration family, career, retirement, and other life choices. Media-savvy author, Holzer has appeared on the qToday Show, q qNBC Nightly Newsq with Tom Brokaw, qFox on Money, q CNN, CNBC, qBloomberg, q qLifetime, q and local television and radio shows across the country. She has been quoted in such publications as qU.S. News and World Report, q qMoney Magazine, q qBusiness Week, q qSmart Money, q qResearch Magazine, q qInvestors Business Daily, q qNew York Timesq and the qLos Angeles Times.q Holzer is an Accredited Investment Fiduciary[trademark], a Certified Specialist in Planned Giving, Certified Estate Advisor, and a member of the American Society of Pension Actuaries (ASPA), the National Institute of Pension Administrators (NIPA), the Investment Management Consultants Association (IMCA), and the Western Pension and Benefits Conference Group.These are the assets you touch every day a€” your home, cars, jewelry, computers , televisions, boats, and other toys. They are ... For example, the Kelly Blue Book is a good source to determine the approximate value of your automobile(s).

Title:Financial Bliss
Author:Bambi Holzer
Publisher:AMACOM Div American Mgmt Assn - 2007


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