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Ganzheitliche Finanzplanung

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Springer Nature
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9783834926944
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Product Description

Die Bedeutung der Behavioral Finance, dem Forschungszweig, der sich mit dem Einfluss psychologischer Mechanismen auf konomisches Handeln befasst, wird kaum mehr bestritten. Die Literatur befasste sich bislang mit dieser Thematik eher auf der wissenschaftlichen Ebene. In diesem Buch verknpfen zwei Praktiker aus der Versicherungswirtschaft Sachkompetenz und Psychologie/Verantwortungsorientierung zu ausgereiften und erprobten Beratungskonzepten. Diese beinhalten sowohl die Geldanlage (in erster Linie zur Altersvorsorge, aber auch zu anderen Zwecken) als auch die Kreditaufnahme. Sie bercksichtigen dabei dezidiert die Bedrfnisse wichtiger Zielgruppen, wie etwa von Mittelstndlern, Erben, Frauen oder den sogenannten Best Agern.

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