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

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

English | September 25th, 2018 | ISBN: 151072530X | 304 Pages | EPUB | 2.31 MB

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.

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 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 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 pro's help.

Download:

http://longfiles.com/waxjc77au2sf/The_Secrets_of_Successful_Financial_Planning_Inside_Tips_from_an_Expert.epub.html

[Fast Download] The Secrets of Successful Financial Planning: Inside Tips from an Expert


Ebooks related to "The Secrets of Successful Financial Planning: Inside Tips from an Expert" :
The 12 Magic Slides: Insider Secrets for Raising Growth Capital
Mastering the Market Cycle: Getting the Odds on Your Side
The Next Republic: The Rise of a New Radical Majority
Ruling or Serving Society?: The Case for Reforming Financial Services
The Organization Man
Language Policy and Linguistic Justice: Economic, Philosophical and Sociolinguistic Approaches
[share_ebook] Endogenous Growth Theory by Aghion & Howitt
Commercial Real Estate Analysis and Investments, 2nd Edition
Innovations and Institutions
Global Mindset and Cross-Cultural Behavior: Improving Leadership Effectiveness
Copyright Disclaimer:
This site does not store any files on its server. We only index and link to content provided by other sites. Please contact the content providers to delete copyright contents if any and email us, we'll remove relevant links or contents immediately.