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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:
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
Title:The Secrets of Successful Financial Planning: Inside Tips from an Expert
Format:Paperback
Product dimensions:304 pages, 9 X 6 X 0.9 in
Shipping dimensions:304 pages, 9 X 6 X 0.9 in
Published:September 25, 2018
Publisher:Skyhorse
Language:English
Appropriate for ages:All ages
ISBN - 13:9781510725300