- The Secrets Of Successful Financial Planning

The Secrets Of Successful Financial Planning (eBook)

Inside Tips From An Expert

de Dan Gallagher 

idioma: Inglês
Edição ou reimpressão: setembro de 2018
Disponibilidade Imediata
Ebook para ADE

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 thats easy to understand. This book touts several unique and rare reader benefits:

  • 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 tragediesno 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 then 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 pros help.

  • The Secrets Of Successful Financial Planning
    Inside Tips From An Expert
    de Dan Gallagher 
    ISBN: 9781510725317 Ano de edição ou reimpressão: Editor: SKYHORSE PUBLISHING Idioma: Inglês Tipo de Produto: eBook Formato: ePUB i Classificação Temática: eBooks  >  eBooks em Inglês  >  Economia, Finanças e Contabilidade  >  Finanças


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