Books on Personal Finance
Take Control of Your Money
to Plan for the Rest of Your Life
By: Donald J. Davison
How This Book Will Help You
Reading Take Control of Your Money can help you to:
1. Identify your values and needs
2. Make budgeting work for you
3. Take the stress out of trying to get ahead
4. Expand your lifestyle effectively
5. Provide the freedom to plan your future
6. Draw a clearer picture of your retirement
These experiences taught him a lot about himself as a single parent, a senior and as a survivor. Helping others became a natural extension.
You owe it to yourself to learn from his experiences and... Take Control of Your Money "Success starts with having the opportunity to plan for the rest of your life."
Dennis B. Sullivan, Esq., JD, LLM, CPA
Dennis has over 23 years of service to individuals, businesses and professionals. He is a Fellow of the Esperti Peterson Institute of Wealth Strategies Planning, has an MBA from the Sloan School of Business, MIT, A Masters of Laws in Taxation from Boston University's School of Law, a J.D., cum laude from Suffolk University Law School and a B.S., summa cum laude from Suffolk University.
Kathleen Kirleis, J.D., CPA
She is a graduate of Suffolk University Law School, J.D., cum laude and the State University of New York at Plattsburgh, B.S., magna cum laude.
Ms. Kirleis practices in tax, business and estate planning. She speaks to professional, business and non-profit audiences for CPA's and financial and estate planners. Both Dennis and Kathleen are located in Wellesley, MA..
Richard D. Smith Jr., CPA, CFP
In addition to his CPA and CFP designations, Mr. Smith is an NASD Registered Representative of MetLife Securities, a Chartered Life Underwriter, a Chartered Financial Consultant, a Registered Health Underwriter, and a Registered Employee Benefits Consultant .
Mr. Smith has a Masters of Science in Taxation from Bentley College and a B.Sc, magna cum laude, in Accounting and Computer Science from Boston College. Prior to starting his own real estate business, Rick was an audit senior and tax specialist for KPMG Peat Marwick.
Rick was responsible for finding and working with the two real life cases of "Jennifer" and "Jake " whose budgets had a great influence on the cases in this book.
Stage 1: Today's Needs
Stage 2: Controlling Your Cash
Stage 3: Investing In Yourself
Stage 4: Protecting Yourself
Stage 5:Controlling Your Debts
Stage 6: Minimizing Your Taxes
Stage 7: Maximizing Your Savings
Stage 8: Stabilizing Your Estate
Stage 9: Tomorrows Needs
Instructions for the worksheets
Take Control of Your Money by Donald J. Davison: 260 pages; Softcover; ISBN 978-1-55270-080-8: $39.95
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