Overview

In this day and age, nobody wants to spend the time, effort, or resources to figure out their personal finances and plan for retirement. Contrary to popular belief, getting your personal finances in order doesn't have to include losing your hard earned money to a financial advisor's commissions. Whether your goals are paying off 60k in student debt, deciding how much to contribute to your 401(k), or planning an early retirement, Financial Wellness Tower is the blueprint to your personal finance success. In this step by step guide, you'll discover: -The 80/20 formula to optimizing your budget-How to leverage government programs to maximize your benefits - even if you're at the highest tax bracket-Actionable steps to achieve a successful early retirement-And much more!For additional information, please visit www.financialwellnesstower.com. This workbook is meant for use as a supplement to our Financial Wellness Tower program.

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9781981618644

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Bonnie Yam is a Chartered Financial Analyst and Certified Financial Planner with 8 financial titles to her name. She graduated from Smith College with a B.A. in Mathematics and Economics. She received her MBA in Finance from University of Chicago. Before starting her Qualified Plan business sixteen years ago, she was a Financial Manager for Time Magazine, New York, and a Hedge Fund Research Analyst for Cheetah Investments, Hong Kong. Ms. Yam has extensive experience in investment management, investment fiduciary, and investment education. When she isn't thinking about numbers, she likes to build models, and write jokes inspired by the people around her.

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