The Secrets of Successful Financial Planning

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Language: English | ISBN: N/A | Total pages: N/A | Format: epub | Size: 2.31 MB |

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Description:
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...

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