Describes mutual funds and how they work, offers advice on building a portfolio, and discusses taxes, financial planners, brokers, insurance agents, and discount brokers

The Fidelity Guide to Mutual Funds: A Complete Guide to Investing in Mutual Funds

Business & Money

Rowland, Mary

Investing

Simon&Schuster

Fidelity Guide to Mutual Funds: Complete Guide to Investing in Mutual Funds

Fireside

A guide to personal finance explains how age affects one's choice of mutual funds, how to use Roth IRAs, what to look for in a fund manager, and where to gather information on investing.

The New Commonsense Guide to Mutual Funds

Dh Audio

In an accessible, step-by-step format, Mary Rowland explains how to get the most out of a 401(k) and use it as the basis of a lifetime of financial planning.

A Commonsense Guide to Your 401, K

Personal Finance

This do-it-yourself book is life-changing and fun. It is also authoritative, written by award-winning global financial thought leader, George Kinder, with former New York Times personal finance columnist, Mary Rowland. The book will inspire you with stories of how people have made the changes they needed in order to live the life of their dreams. Now you can do it, too. In Life Planning for You the founder of Life Planning, George Kinder, puts in your hands this proven technique that can help you design and deliver your own dream life. About Life Planning for You: "A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder's self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder's masterpiece." Steve Conley, former Head of Investments for HSBC and former Chair of Bancassurance Steering Group of British Bankers' Association Life Planning for You introduces you to Kinder's famous 3 Questions and his EVOKE® Life Planning process. The book has a free companion website that leads you step by step through the process, www.LifePlanningForYou.com. If you would like someone to guide you, the book and website will lead you to a directory of Life Planners trained to help you identify your deeply held goals and develop a Life Plan with the financial architecture to fulfill it. The book and website also introduce you to BERT, the Back of the Envelope Retirement Tool, a simple, easy to use retirement calculator that, with just a few minutes' work, can help you estimate how soon you can retire. The EVOKE® Life Planning process has been refined over decades and used successfully by hundreds of Life Planners in 25 countries to change countless lives for the better. All that collective wisdom is yours in this book.

Life Planning for You: How to Design & Deliver the Life of Your Dreams - UK Edition

Self-Help

Kinder, George

Personal Transformation

Serenity Point Press

This do-it-yourself book is life-changing and fun. It is also authoritative, written by award-winning global financial thought leader, George Kinder, with former New York Times personal finance columnist, Mary Rowland. The book will inspire you with stories of how people have made the changes they needed in order to live the life of their dreams. Now you can do it, too. In Life Planning for You the founder of Life Planning, George Kinder, puts in your hands this proven technique that can help you design and deliver your own dream life. About Life Planning for You: “A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder’s self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder’s masterpiece.” Steve Conley, former Head of Investments for HSBC and former Chair of Bancassurance Steering Group of British Bankers’ Association Life Planning for You introduces you to Kinder’s famous 3 Questions and his EVOKE® Life Planning process. The book has a free companion website that leads you step by step through the process, www.LifePlanningForYou.com. If you would like someone to guide you, the book and website will lead you to a directory of Life Planners trained to help you identify your deeply held goals and develop a Life Plan with the financial architecture to fulfill it. The book and website also introduce you to BERT, the Back of the Envelope Retirement Tool, a simple, easy to use retirement calculator that, with just a few minutes’ work, can help you estimate how soon you can retire. The EVOKE® Life Planning process has been refined over decades and used successfully by hundreds of Life Planners in 25 countries to change countless lives for the better. All that collective wisdom is yours in this book.

Life Planning for You: How to Design & Deliver the Life of Your Dreams - US Edition

Authoritative advice for understanding and investing in mutual funds, from one of America's preeminent personal-finance writers. Rowland gives personal investors the foundation it takes to make intelligent decisions about mutual funds.

Commonsense Guide to Mutual Funds, a CLO (Bloomberg)

Economics

Bloomberg Press

Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices For Financial Advisors lays out practical steps for improving business quality, efficiency, and volume. It gives tested solutions for the most challenging problems financial planners face. Whether the concern is staying current, answering legal questions, earning client loyalty, or marketing new services, Best Practices For Financial Advisors has authoritative information on: Getting the best training and education; Legal steps to registering with the SEC and other key certifications; What due diligence means in practice; Avoiding, disclosing, and eliminating conflicts of interest; What to tell clients about fees, procedures, asset classes, and risk; Meeting fiduciary responsibilities-and the business benefits of putting the client first; Strateties that match clients with suitable investments; Ways to market services, retain the best clients, and attract business.

Best Practices for Financial Advisors (Bloomberg Professional Library)

BLOOMBERG, MICHAEL R.

Bloomberg Pr

In an accessible, step-by-step format, Mary Rowland explains how to get the most out of a 401(k) and use it as the basis of a lifetime of financial planning.

A Commonsense Guide to Your 401(k) (Bloomberg)

See the best price to sell, buy, or rent books by Rowland, Mary. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Rowland, Mary

See the best price to sell, buy, or rent books by Rowland, Mary. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

The Fidelity Guide to Mutual Funds: A Complete Guide to Investing in Mutual Funds

Fidelity Guide to Mutual Funds: Complete Guide to Investing in Mutual Funds

The New Commonsense Guide to Mutual Funds

A Commonsense Guide to Your 401, K

Life Planning for You: How to Design & Deliver the Life of Your Dreams - UK Edition

Life Planning for You: How to Design & Deliver the Life of Your Dreams - US Edition

Commonsense Guide to Mutual Funds, a CLO (Bloomberg)

Best Practices for Financial Advisors (Bloomberg Professional Library)

A Commonsense Guide to Your 401(k) (Bloomberg)

The New Commonsense Guide to Mutual Funds