Most schools don't have the time to explain the miracle of compound interest and the benefits that come from stretching purchasing power. By using the worksheets in these workbooks young people will learn the well kept secret that no professional adviser can take the place of self-analysis and thereby gain a head start toward financial independence.
Students will learn that their greatest ally is time. Youth needn't be "wasted on the young" if they understand that time is as good, if not better, to have on your side when it comes to investing.
Older people will learn how to how to invest for the most growth, the least risk, the most tax savings and the least management. Everyone will be exposed to a variety of ways to take title to property and how to choose which is best for them.
Our Financial Intelligence workbooks were donated by a certified financial planner, a member of the California and American Bar associations who is also the author of Everyone's Guide to Financial Planning ISBN: 978-0-915915-00-2. That book was adapted by the author in 2008 for use by visitors to the Harry Singer Foundation's web site.
There is a lot of self-analysis to be done and insight to be gained from the worksheets at the end of each workbook. If you use the information as intended, we know that no matter your age or investment experience, you will benefit from the exercises.
- Self Analysis
- Risk Analysis
- Capital Accumulation
- Estate Planning
- Tax Management