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Martinez C: Smart Finance

Smart Finance

Leveraging AI for Enhanced Financial Planning and Analysis

Chapter 1 The AI Revolution in Finance 1 Chapter 2 Prompt Engineering for Finance Professionals 21 Chapter 3 Teaching AI to Code-Without Being a Programmer 57 Chapter 4 Descriptive Analytics-Let AI Do the Reporting 79 Chapter 5 From "What Happened?" to "Why Did It Happen?" 103 Chapter 6 Predictive Analytics 125 Chapter 7 Prescriptive Analytics-From Insight to Action 151 Chapter 8 Automation in FP&amp;A-Doing More with Less 177 Chapter 9 Building Your AI Finance Stack 207 Chapter 10 Becoming an AI-Enabled Finance Leader 231 About the Author 253 Index 255

Actionable guidance across money, health, and purpose for life after cancer In I'm Alive, Now What?: Your Money, Your Health, and Your Purpose...How to Take Back Control for a Better Life After Cancer, veteran Wall Street Journal journalist Geoffrey Rogow draws on his own survivorship experience and over two decades of award-winning reporting to deliver practical advice across eight areas that define post-treatment life for millions of Americans. I'm Alive, Now What? combines survivor stories, expert interviews with medical professionals and financial planners, and current research to address money management, career decisions, family planning, mental health, physical health, insurance navigation, relationships, and renewed purpose. Rogow provides a 360-degree view of post-cancer life, from negotiating medical bills to rebuilding careers. Readers will also find: <ul> <li>Strategies for managing medical debt and navigating complex insurance challenges that cancer survivors commonly face after treatment ends</li> <li>Guidance on career decisions, including returning to work, changing roles, and communicating with employers about survivorship needs</li> <li>Expert-informed approaches to mental and physical health recovery, drawn from interviews with leading medical professionals in oncology care</li> <li>Actionable advice on family planning, relationships, and building stronger support networks during the transition beyond active treatment</li> <li>Frameworks for discovering renewed purpose and using the cancer experience as a catalyst for more intentional, purposeful living</li> </ul> Written for cancer survivors and their families, as well as medical professionals, financial advisors, and estate lawyers who support them, this book provides the practical, cross-disciplinary guidance needed to navigate the financial, emotional, and personal dimensions of life after cancer treatment.

Your Money, Your Health, and Your Purpose…How to Take Back Control for a Better Life After Cancer

I'm Alive, Now What?

J.K. Lasser

The most up-to-date entry in America's #1 all-time best-selling personal tax guide J.K. Lasser's Your Income Tax 2027: For Preparing Your 2026 Tax Return delivers practical and hands-on guidance for everyday people preparing to file their taxes for the 2026 calendar year. You'll find timely and up-to-date info about the latest changes to the US tax code, as well as worksheets and forms you can use to make filing your taxes easier. You'll get the most current insight on how to maximize your credits and deductions, keeping more money in your pocket. In the latest edition of this celebrated and best-selling series, you'll find: <ul> <li>Special features that walk you through the most recent Tax Court decisions and IRS rulings that determine how your deductions and credits will work</li> <li>Simple tips and tricks on how to properly file your taxes, as well as tax planning strategies that save you and your family money</li> <li>Full updates on the One Big Beautiful Bill Act and how it could impact your tax</li> <li>A revised and expanded section on cryptocurrency.</li> </ul> Trusted by hundreds of thousands of Americans for over 80 years, J.K. Lasser's Your Income Tax 2027 is the perfect resource for everyone looking for the latest and most up-to-date personal tax information to make filing their next tax return a breeze.

For Preparing Your 2026 Tax Return

J.K. Lasser's Your Income Tax 2027

Decoding the Hidden Architecture of Target-Date Funds

The Retirement Black Box

Simplifying Plan Design to Improve Participant Outcomes

The Definitive Guide to 401(k) and 403(b) Plan Administration

Springer Texts in Business and Economics

Fundamentals, Institutions, and Financial Analysis

Islamic Financial Management, Vol 1

The Godfather of Finance Teaches You the Master Plan for Achieving Financial Freedom

An Offer You Can't Refuse

Build a diversified portfolio with this updated all-in-one investing guide Growing your money doesn't have to feel overwhelming. Whether you're eyeing stocks, bonds, mutual funds, or cryptocurrency, Investing All-in-One For Dummies gives you the know-how to make confident decisions across every major investment type. Written by a team of Wall Street Journal bestselling authors and market specialists, this single guide covers beginner to intermediate techniques so you can invest on your own terms. Get up to speed on AI-powered research tools, digital brokerages, ESG investing, and cryptocurrency regulation alongside time-tested fundamentals like diversification and risk management. You'll learn how to evaluate opportunities, use online platforms, apply triple compounding , and align your investments with your personal financial goals. It's seven books of investing wisdom packed into one friendly resource. Inside this guide: <ul> <li>Learn the basics of stocks, bonds, ETFs, and mutual fund investing to start building your portfolio</li> <li>Discover how cryptocurrency and buffer ETFs investing can fit into a modern, well-diversified portfolio strategy</li> <li>Explore online investing platforms and the power of triple compounding</li> <li>Build confidence by applying fundamental analysis techniques to evaluate stocks, bonds, and other securities you're considering</li> <li>Find practical strategies for managing risk and keeping your investments aligned with your long-term financial goals</li> </ul> Whether you're just getting started or looking to broaden your portfolio across new investment types, this Dummies guide has you covered. Great for self-directed investors who want accessible guidance without expensive advisor fees. Time to get your money working for you!

Investing All-in-One For Dummies

The clear guide to private equity Private equity and private credit have become powerful forces shaping how companies grow, restructure, and operate-yet most people encounter them without fully understanding what they are. Private Equity For Dummies breaks down these complex financial topics in friendly, accessible language, so you can understand how private markets work, why they matter, and what they mean for your career, investments, or business. This book walks you through how private funds invest, how returns are generated, and what risks come along for the ride. Discover what it means to work for, sell to, or invest alongside private market players, and wrap your head around the structures and incentives driving this fast-growing world. Inside this book: <ul> <li>Learn what private equity and private credit are and how they differ from public markets</li> <li>Explore how private funds generate returns and what risks investors should understand before getting involved</li> <li>Discover what happens when a private equity firm acquires a company and what it means for employees</li> <li>Find out how private credit fills lending gaps left by traditional banks </li> <li>Get the context you need to navigate private markets as an investor, employee, or business owner</li> </ul> Whether you're an employee at a private equity-backed company, a business owner exploring financing options, or an investor looking beyond public markets, this Dummies guide gives you the knowledge to make sense of it all.

Private Equity For Dummies

Principles of Fraud Examination

Identify strategic bottlenecks that concentrate wealth and learn to invest in them&nbsp; Choke Points: Investing in the Origins of Wealth, by Barron's Hall of Fame advisor Dryden Pence, reveals how great fortunes arise from controlling strategic bottlenecks where economic activity must flow. Drawing on three decades managing institutional capital and a decorated military intelligence career, Col. Pence translates elite investment philosophy into a narrative-driven framework that teaches ordinary investors to recognize pricing power before it becomes obvious.&nbsp; Built around the registered PENCE Choke Point framework, the book uses case studies spanning Rockefeller's railroad rebates, Apple's App Store, NVIDIA's AI infrastructure grip, and a four-company jet engine oligopoly to reveal how structural advantages create durable wealth. Readers learn to&nbsp;identify&nbsp;persistent margins, limited alternatives, controlled access, and unwavering demand, the characteristics that separate companies worth owning from the rest.&nbsp; Readers will also find:&nbsp; <ul> <li>A tested method for recognizing where money concentrates, drawn from institutional investment strategies rarely made accessible to individual investors&nbsp;</li> </ul> <ul> <li>Real-world stories showing how founders from Standard Oil to pharmaceutical dynasties identified and controlled strategic commercial bottlenecks&nbsp;</li> </ul> <ul> <li>A framework for distinguishing companies with durable pricing power from those lacking structural advantages in their markets&nbsp;</li> </ul> <ul> <li>Pattern recognition techniques adapted from military intelligence analysis, applied to reading the economic landscape for constraint and opportunity&nbsp;</li> </ul> <ul> <li>Guidance&nbsp;on&nbsp;participating&nbsp;in choke point economics through equity ownership without needing to build or manage businesses yourself&nbsp;</li> </ul> Choke Points&nbsp;is written for retail investors, high earners not yet rich, registered investment advisors, and financial advisors seeking a structural framework for wealth-building. It serves anyone who has followed conventional advice and wants a tested lens for&nbsp;identifying&nbsp;where real pricing power&nbsp;resides.&nbsp;

Choke Point Investing

Your Income Tax Professional 2027

Your friendly guide to understanding, using, and investing in crypto With an estimated 562 million people worldwide owning cryptocurrency, crypto isn't just a buzzword anymore - it's a real financial force. Cryptocurrency All-in-One For Dummies is your go-to resource for wrapping your head around digital currencies, blockchain technology, and crypto investing. Whether you're brand new to crypto or looking to sharpen your knowledge, you'll find everything you need right here. Written by a team of experienced crypto professionals, this guide walks you through how blockchains work, how Bitcoin and Ethereum differ, and how to making your first transactions with confidence. You'll get plain-English explanations of mining, decentralized finance, security best practices, and smart strategies for managing your crypto portfolio over time. Inside this guide: <ul> <li>Learn what cryptocurrency is, how blockchain technology works, and why it matters for your financial future</li> <li>Explore decentralized finance and find out how it's reshaping traditional banking and transactions</li> <li>Dive into the world of tokenization, from stablecoins to security tokens to tokenized real estate</li> <li>Get practical tips on keeping your crypto secure and choosing trustworthy platforms and exchanges</li> <li>Build a diversified crypto portfolio using risk management techniques that fit your goals</li> </ul> Whether you're a curious beginner ready to buy your first Bitcoin or someone looking to expand your crypto know-how, this Dummies guide has you covered. With seven books packed into one, you'll find everything you need to get started.

Cryptocurrency All-in-One For Dummies

Smart Finance

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