Certified accountant and financial advisor
MELBOURNE, Fla., Jan. 11, 2021 (GLOBE NEWSWIRE) – Money – thinking about it, talking about it, spending it, and saving it – is a leading cause of stress for most Americans. However, approaching financial decisions with avoidance, over-caution or overconfidence can exacerbate this tension, whether in the present moment or later. As a Certified Public Accountant and Consultant, James LaHam wants to transform the mindset around financial planning and demonstrate that planning for the future doesn’t have to be intimidating or take the fun out of until retirement.
“Financial Planning Revolutionized: Money Doesn’t Exist Until You Spend It” is an entertaining and insightful personal finance guide for the contemporary adult who wants to learn how to save for retirement without sacrificing creature comforts. . LaHam breaks away from the traditional axiom of financial planning, dispelling the myths of yesteryear and opening a new path that is rooted both in the real customer experience and in the recognition of how emotion and desire humans shape financial planning.
From managing the burn rate of lifestyle to paying off a mortgage, funding college, and taking care of Social Security as early as possible, LaHam explains how to approach life stages of a painless and financially viable way. He provides advice on how to start small with savings, avoid overreacting to economic downturns, and refrain from following trendy advice that can lead to financial problems. He also brings his experience in investing, choosing a financial advisor and the best approaches to building a portfolio suited to personal financial goals and risk tolerance.
Above all, “Financial Planning Revolutionized” embodies a “live for today but bet on tomorrow” mantra, emphasizing the importance of finding and maintaining a balance between saving for retirement and investing in memories along the way. . LaHam, who is also the author of “True GRIT: A True Graduated Rational Income Tax System” and “Corporate Wisdom: A Collection of Contemporary and Concise Business Principles – Lighting the Path to Business Success” has been praised by other finance and business professionals for his humorous and pleasant style and his ability to facilitate the understanding of complex topics and strategies.
“I had, at one point, a law firm that I created from scratch with about 15 lawyers in five years that collapsed,” said Mike Canan, business lawyer at Gray Robinson. , about “Business Wisdom”. “If only I had had this book then I wouldn’t have made the mistakes I made.”
“Jim’s creativity and sense of humor shines through his writing,” Advisory Boards to Go president and former Medicomp, Inc. CEO Daniel Balda said of “Business Wisdom”. “It’s like having a fireside chat with a leader that sums up a lifetime of learning for you. Concise, easy and fun reading!”
Ultimately, “Financial Planning Revolutionized” is a fun new way to think about financial and retirement planning, providing readers with ways to make the most of their hard-earned money, avoid the pitfalls of l ‘unnecessary investment and losses, and create lasting wealth.
“Financial planning revolutionized: money doesn’t exist until you spend it”
Through James LaHam, CPA & Consultant
ISBN: 9781684707102 (soft cover); 9781684707096 (electronic)
Available from Amazon, Barnes & Noble and Lulu editions
About the Author
James LaHam is the senior tax and financial advisor to Berman Hopkins Wright & LaHam CPAs, the largest independent CPA firm in Central Florida. He was also a managing partner for 15 years. His previous experience includes VP Tax at American Pioneer Orlando, Senior Tax Director at Deloitte, Partner at Braun Preboske, LaHam & Brettingen in Antigo, WI, Corporate Accountant at 3M Company and Personnel Accountant at KPMG. He is an expert in taxation and financial advice, and is a frequent writer, speaker and trainer on various tax and financial topics. He graduated from Loyola University in 1973 and was a major in the School of Business. He currently lives in Melbourne, Florida. To learn more about LaHam and his work, please visit jameslaham.com.
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