Dalton, Donna D

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Other Link: https://www.money-education.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (504) 305-3356

Address: 115 James Dr W, Saint Rose, LA 70087

Website: https://www.money-education.com

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Dalton, Donna D

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Former adjunct faculty member at Georgetown, Northwestern and Duke Universities where he taught financial planning, insurance and investment planning.
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Located near New Orleans, LA, Money Education™ develops, designs and publishes academic and reference texts for the financial industry. The current portfolio of texts provides a focus on upper-level university students and business professionals pursuing a comprehensive curriculum in financial planning or needing a comprehensive financial reference.
Retirement Planning
Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.
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Life is a series of risk management decisions and that includes insurance. Here is how to know all the ways insurance can and should be used to mitigate risk. This text guides you through the basics of life, health, disability insurance, long-term care, property and liability insurance; and let’s not forget Social Security and managing personal credit. Using real data and real life examples, readers will soon understand risk retention, avoidance and shifts; and how to avoid the sidetracking of life plans by unexpected and uncovered risk.
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Investment Planning; Concepts and Strategies blends this theoretical investment framework with practical knowledge of securities, portfolio management, asset allocation and implementation. The text includes thorough coverage of securities, securities markets, investment theory and analysis.

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