The Secrets of Successful Financial Planning : Inside Tips from an Expert

The Secrets of Successful Financial Planning : Inside Tips from an Expert

Description

Take charge of your finances with little-known advice from a financial expert.

There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. What aspects of the financial plan require sophisticated planning by a professional, and what can savvy, well-educated consumers handle themselves? The Secrets of Successful Financial Planning empowers readers to take charge of their financial present and future, regardless of where they are financially, by presenting technical jargon in a way that's easy to understand. Here is sage advice and insider information known to the very few:

Written for DIYers and those needing to select or understand advisors
Useful for new savers up to mid-retirees
30 dramatic true stores of client triumphs and tragedies-no dull case studies
Unbiased perspective is neither insurance nor investment skewed, and provides industry secrets
Access via author website to customizable spreadsheets and more

Here is sage advice and insider information known to the very few. For example, consumers buy more long-term care insurance than they need because their advisors are forbidden to show them alternative or supplemental strategies. They buy one large life policy when best-practice analysis usually would find need for two smaller, distinctive types. They get recommendations for annuity, insurance, and investment replacement, but how can they be certain the answers they get are unbiased? Author Dan Gallagher provides advice and counsel that will help readers set the stage for financial security for themselves and their families. He shares what you can do yourself and when you need a pro's help.

Similar Books

ISBN 10: 1939273064
ISBN 13: 9781939273062

02 Jan 2020
Todd Tresidder

ISBN 10: 0593232747
ISBN 13: 9780593232743

30 Mar 2021
Tiffany the Budgetnista Aliche

ISBN 10: 014313454X
ISBN 13: 9780143134541

02 Mar 2021
Ed Slott

ISBN 10: 1119404509
ISBN 13: 9781119404507

08 Dec 2017
John C. Bogle

ISBN 10: 111989378X
ISBN 13: 9781119893783

27 Jul 2022
Simran Kaur

ISBN 10: 1447202295
ISBN 13: 9781447202295

15 Nov 2012
John Armstrong

ISBN 10: 178678436X
ISBN 13: 9781786784360

08 Sep 2020
Emma Mumford

ISBN 10: 0857197681
ISBN 13: 9780857197689

08 Sep 2020
Morgan Housel

ISBN 10: 1849833192
ISBN 13: 9781849833196

06 Jan 2011
Mary Buffett

ISBN 10: 1585424331
ISBN 13: 9781585424337

01 Sep 2005
Napoleon Hill

ISBN 10: 1612680194
ISBN 13: 9781612680194

31 Oct 2018
Robert T. Kiyosaki

ISBN 10: 0060555661
ISBN 13: 9780060555665

23 Oct 2003
Benjamin Graham