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Home > Author > Frank J Eberhart,CEP®,RFC®,Author
 
Frank J Eberhart,CEP®,RFC®,Author

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Frank Eberhart, CEP®, RFC®, Author Silver Award-Readers "the sexy little book of finance III" estate planning-budgeting-investing.-business..just do it


Background Information

SILVER Book Award for "the sexy little book of finance III" Readers

NOW avaiable: the sexy little book of finance III

8 1/2 x 11 workbook format avaibale at www.bookworm.tv

a book you cannot afford not to own...under $11.99

ISBN: 978-1-4808-0842-3 Archway/Simon Shuster

From Reasers 5 star review:

All four book chapters blend well and work together to help the reader plan all parts of their financial future. The Sexy Little Book of Finance II is a simple and easy to follow guide which leads the reader through the necessary steps in each of the four areas in order to help plan and execute their goals. The workbook is as easy as filling in the blanks on a form with excellent guidance from the author. Straight forward, easy to use and excellent advice makes The Sexy Little Book of Finance II a book that willprovide an excellent return in knowledge for a very small investment of time.

An award winning book:

  • Publishers Choice award
  • Editor's Choice award,
  • 5 star gold review from clarion-foreword magazine,
  • 5 star from rebecca reads
  • Finalist for literary book of the year from readerview (2008)
  • Winner Literary book of the year Readerviews (2009) 
  • Finalist in finace with the Indie book awards
  • Voted the "best book in financial management" from the Jean Carpenter-Backus Company.  2nd YEAR IN A ROW
  • 4 + star  Mid-west book review
  • 5 star from readerview
  • Risnig Star Award
  • Expert author with enzineArticle.com
  • USA book news finalist for Investing
  • USA book new finalist for Personal Finance

                              So get your copy today and get started!

Birth Place
Niagara Falls, NY us
Accomplishments

CEP (Certified Estate Planner), RFC (Registered Financial Consultant), member SPAN, IARFC, NICEP, Chamber of Commerce, BBB, EzineArticles.com expert author, blog for FAM magazine, Google blog

Additional Information

NOW available: the sexy little book of finance III Frank J. Eberhart, CEP®, RFC® (C)2007, 2008, 2009, 2010, 2011, 2012,02013,2014 Frank J. Eberhart wants you to quit postponing your financial makeover and discover how easy it actually is. the sexy little book of finance III regardless of your previous fiscal background (or lack thereof). It’s never been this effortless – or pleasant – to make sense of the complicated financial world! Why put it off a minute longer? 7101 Hwy 71W#200 Austin, Texas 78735 512.288.8555 www.readerviews.com admin@readerviews.com The Procrastinator’s Bible for Financial Success, Second Edition: Your road-mao to financial success Frank J. Eberhart Reviewed by Leslie Granier for Reader Views (1/09) “The Procrastinator’s Bible for Financial Success, Second Edition” offers tips for those who need advice on how to invest for their retirement. There are worksheets included for the reader to track his or her current and future expenses including items such as how much the mortgage is and how much they will need to set aside for college tuition for the children. The author discusses different types of investment strategies because no two people will have the same requirements for financial stability. Some can afford to take higher risks for bigger returns while others should invest moderately. He talks about how to determine the amount of life insurance people should purchase and what to look for in the different policy types that are available. There is excellent information on the differences between a trust and a will and the reader should familiarize himself with them. The author provides a list of websites for the reader to access to view more specific information on many of the topics he discusses. This book will help first-time investors as well as those whose estates are quite large Eberhart provides very specific examples and explains the subject matter well but due to legal ramifications it is probably best to get an attorney to look over one’s plans. Investors need to constantly educate themselves on the ever-changing tax laws, including inheritance taxes, death taxes, and gifts. I found this book helpful in terms of showing me what I need to do to make sure my assets go to the entities I want them to go to. The level at which the material is presented is appropriate for the average reader. My advice would be to learn all you can from “The Procrastinator’s Bible for Financial Success, Second Edition” by Frank J. Eberhart; then seek legal assistance once you have decided what the best path for you to take would be. Review: ForeWord Magazine PERSONAL FINANCE Five Stars ***** The Procrastinator’s Bible For Financial Success: Nine Essential Steps For Planning, Budgeting, And Investing Frank J. Eberhart iUniverse 137 pages Softcover $18.95 978-0-595-41198-6 Five stars (out of Five) ***** Frank Eberhart’s Procrastinator’s Bible For Financial Success is a wellspring of knowledge about wealth, how to attain it, and how to keep it. A profitable read for beginning investors, procrastinators, and seasoned traders, this “comprehensive workbook” delivers what it promises in a readable, well-organized, easily-followed fashion. From his years of experience and expertise as a financial advisor, Eberhart has distilled nine essential steps for the key areas of planning, budgeting, and investing. If followed, he writes, these steps can “take your finances, your estate and yourself to a new level.” In his introduction, Eberhart stresses the need for planning, whether the reader is a financial procrastinator or not, and provides a set of five “must-do” items to facilitate the planning process. He follows these with his nine steps which, he says, “are designed to help you understand how investments work, get organized, set your estate plan in place, and put your goals into writing.” A natural born teacher, Eberhart leaves nothing to chance in guiding his readers through the steps. He explains acronyms like QTIP, ETF, JTWROS, and QPRT. He includes definitions throughout the book and a glossary of terms like “front-end load,” “arbitrage,” and “triple witching day.” He includes tips, multiple examples, footnotes that make sense, an entire reference section of relevant Web sites, and frequent advice about consulting experts in legal and financial matters. And perhaps most helpful of all are the checklists and worksheets for specific topics. The one for a retirement budget calculation is an excellent example, with entries for everything from auto expenses to vacation requirements. Equally useful are the six sections of worksheets in chapter two: Personal/Business Information. They provide space to record personal data including the names of family members, prior marriage partners and obligations, wills, assets, debts, life insurance details, estate administration factors, and special needs requirements. Once completed, these pages can be photocopied for use elsewhere if needed. Eberhart is meticulous in ensuring he thoroughly covers each topic, whether he is detailing how to keep track of investments or discussing how to determine one’s need for life insurance. It’s hard to imagine any questions left unanswered after his chapters on “Step Eight, Understanding Your Investments” and “Step Nine, Mutual Fund Checklist: Items You Need to Address Before Investing.” In addition to his nine steps, Eberhart provides a chapter on learning before investing, which includes topics on the basic classification of funds, the most frequently seen funds, specialty funds of various kinds, a comparison of different funds, an example of his own fund management process, and a note about arbitration. As well there are chapters about bonds, choosing a financial adviser, and a very interesting test on financial trivia. As his final bit of sage and cogent advice, Eberhart states, “It is up to you to protect your and your family’s financial future. Whether investing or planning your estate, the more you learn, the more you earn—and the more you keep what you earn!” And that, as they say, you can take to the bank. M. Wayne Cunningham- Five Stars***** My book is being featured in sponsorship with the BBB on NBC, CBS. It will be featured on WeTv (womens entertainment network) in September/October

Contact Information
Eberhart Financial Services Group, Inc
699 Washington Street Suite 302
Hackettstown NJ 07840   us
Contact Author: Frank J Eberhart,CEP®,RFC®,Author
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Available now in a 8.5 x 11 workbook format for under $11.99

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Silver Award-Readers-the sexy little book of finance III Check out my retirement calculator, see what you will need. See how long it will take you to become a millionaire!

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