Financial Goal Store

Financial Goal Store

Written on 08/27/2019
Professor Anthony Rivieccio, MBA, PFA


It's about Financial Goals! When should you watch your credit? When should you update your Insurance? How can you make a higher interest rate? How much do you have to save for your child's or grandchild's College education? How can you get a higher Tax Refund? How long will your money last till Retirement? How do you Draft a will?

Learn how to create a chart to learn your Financial Goals

FINANCIAL PLANNING " what if" Worksheets ($20) & Paperbooks ($40) & MINI COURSES ( AUDIO-$30 VIDEO $50)

Provides an introduction to : Goal Planning Budgeting & debt management , life insurance & disability planning, investment planning, educational funding, retirement & estate planning.

The "MINI-COURSES " for this book is: Chapter 1-Why Financial Planning ? Chapter 2- Evaluating Your Current Situation Chapter 3- Setting your Goals Chapter 4- Putting your plan together Chapter 5 - Monitoring your plan

Knowing where you stand today is the first step of developing a financial plan-- to get where you want to be tomorrow . OUR " what if" MINI- LESSON" WORKSHEET can assist you in evaluating your : Assets, Income, Liabilities & Expenses

This 5 Chapter FINANCIAL PLANNING GUIDE can assist you in finding your missing financial planning piece of the puzzle to have your financial needs finally fall into place , before life gets in the way again

We also provide , though our " MINI- COURSES" , VIDEO LESSONS on the 5 Chapters & / or you can listen to all 5 Chapters in AUDIO course format

You can get more information and order in our FORM Order menu area


Explains the different types of investments and basic investment concepts like: risk & return, diversification, and asset allocation

The MINI COURSES" are: Chapter 1 Becoming an Investor Chapter 2- Defining your Personal Goals Chapter 3 Understanding Risk & Return Chapter 4 How to Control Investment Risk Chapter 5 Tracking Your Progress

This guide is designed to help you understand investing better today and over time

We provide " Investment Planning " advice in: *"What if" Mini Lesson worksheets *Audio & Video Mini Courses

Please inquire and order in your FORM area

It's never to early to plan for College Expenses. Learn strategies to prepare

Trust me, time flies!. It's never too early to put together a strategy for : college, funding, expenses and deductibilities.

The " MINI COURSES" for the guide are: Chapter 1- Looking Ahead Chapter 2 Getting There Chapter 3- Maneuvering The financial Aid Maze Chapter 4 Loan Solutions Chapter 5 Tax Planning

The key to legally lower your tax liability to zero. In short, there are "7 Life Areas" .

The Mini Courses are: Chapter 1- Income Tax Law Chapter 2 Interpreting Income Chapter3 Deduction Adjustments from Income Chapter 4 - Above The Line vs Below The Line deductions Chapter 5 Tax Credits

For only $7 a month ( Go to Form Menu)

You can have YOUR AD here for only $7 a month! 347.575.5045

Covers basic concepts like: tax deferred savings, compound earnings, asset allocation & diversification. Learn how to manage both your retirement income and distributions

People are living longer and are more active. Is your money ready?

The MINI COURSES are: Chapter 1- Retirement is Changing Chapter 2- Meeting your Retirement Income Needs Chapter 3 - Investing for Retirement Chapter 4 Handling Retirement Plan Distributions Chapter 5- Consider Estate Planning

Please learn more and order in our FORM AREA.

Learn the benefits of planning to preserve your assets and avoid probate court and estate tax.

Don't you want to create a bright future for your family? An estate plan allows you to direct how and to whom your property can be distributed- through your desires- not the Government's!

The MINI COURSES are: Chapter 1-Do you need an Estate Plan? Chapter 2- Preliminary Considerations Chapter 3- Understanding Estate Taxes Chapter 4- Advanced Planning Strategies Chapter 5 Disability Planning Chapter 6 For Business Owners Chapter 7 When to Review

We cover this material in: * what if Financial Lesson worksheets *Mini Courses Audio & Video Lessons PLEASE LEARN MORE IN YOUR FORM AREA

In any area of Financial Planning we provide: *Mini Courses-Audio $15 a class video-$30 a class *What if " Lesson Plans-$25 *Financial Planning Paperbooks-$50 *Financial Roadmap plans $200

Good day, My name is Professor Anthony Rivieccio MBA PFA and at this time I would like to direct you to our " FORM BLOG AREA" where you can receive more specific information on these subject matters. If you are looking for more comprehensive financial advisory services like: coaching, tax planning & preparation & investment management, let me direct you to our CLIENT SERVICES MENU Professor Anthony Rivieccio MBA PFA 347.575.5045

" Financial Planning"" what if" Lesson plans on Budgeting, Investment, Retirement and Estate planning . Go to your Form menu area

* Financial " what if " worksheets ($20) *Financial Paperbooks ($40) * Financial Video Lessons ($50) *Financial Audio Courses ($30) JUST GO TO YOUR FORM ORDER MENU


You will work with a credentialed financial advisor that will profile your lifestyle, from age, to your dreams and goals, to measuring your money , to achieve a successful financial plan, to show you how to get to where you want to go


For more Comprehensive Financial Planning services like * Coaching* * Investment Management* * Tax Planning & Preparation* please go to your CLIENT SERVICES MENU area

You can order anything in our GoalPlan store by just going to your FORM menu area

Want a FREE copy? Just go our FORM area