The One Page Financial Plan: Everything You Need to by Sam Henderson

By Sam Henderson

Managing your funds and making a living hasn't ever been really easy with this easy, potent monetary making plans guide

In The One web page monetary Plan, CEO and fiscal consultant Sam Henderson grants an easy procedure for tailoring a financial statement that meets your whole objectives and wishes. actually, every thing you want to comprehensively deal with your cash and create wealth can healthy on one page.

A complete, step by step guide for buying the main from your funds, The One web page monetary Plan is the precise software for dealing with your resources successfully, even if you're a teen simply beginning out, or an skilled specialist getting ready for retirement. You'll learn how to deal with your cash, navigate tax legislation, plan for the longer term, and lots more and plenty more--all within the simplest demeanour you could imagine.

• bargains uncomplicated, basic monetary making plans recommendation applicable for a person at any age
• Written through Sam Henderson, CEO and Senior monetary Adviser at Henderson Maxwell
• comprises the newest suggestion on cash administration and wealth creation

Whether you're 26 or sixty two, you shouldn't wait to maintain your cash and plan for the longer term. The One web page monetary Plan makes taking keep an eye on of funds as effortless as one, , 3.

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6: my goals and objectives Goals and objectives Value $ By when 1 2 3 4 5 Are your goals SMART (specific, measurable, achievable, realistic and timely)? Step 3: gap analysis A gap analysis is designed to look at the gap between where you are now and where you want to be, and then work out how you can implement strategies and tactics to bridge the gap and thus achieve your goals over a given time frame. We can assemble the information gathered so far in your personal financial questionnaire and compare your current situation with your goals.

This is a very efficient way to upskill yourself, as you are paying for your education with tax-effective dollars. The tax deduction will apply only if the study is relevant to the industry from which you derive your income (but your employer would be highly unlikely to be paying for it if it weren’t). Salary sacrificing Salary sacrificing is similar to salary packaging, but it involves making superannuation contributions from your pre-tax, or gross, income. 5 per cent, 37 per cent or 45 per cent (depending on your income).

The pros: ■■ ■■ The structure provides the ability to co-operate with other people to build a bigger business and operate in concert with others to share costs and obligations. The structure provides for the distribution of income among the partners. The cons: ■■ ■■ Being jointly and severally liable means that you can be responsible for repaying a debt that you did not commit to. You are tied into working with one or more people and decisions have to be shared; there is therefore a high likelihood of disputes.

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