Secrets of Successful Financial Planning (eBook)

Inside Tips from an Expert

Dan Gallagher (Autor)

eBook Download: EPUB

2018
304 Seiten
Skyhorse Publishing (Verlag)
978-1-5107-2531-7 (ISBN)

Infos

Take charge of your financial future with little-known advice from a financial planner

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Take charge of your finances with little-known advice from a financial expert. **Catholic Writers Guild Seal of Approval** 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 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 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.

Autor

Dan Gallagher, MBA, CLU, ChFC, has, for more than thirty years, seen financial planning from all sides, working on fee-only or commission basis, employed by product-issuing companies and as an independent contractor. He has helped thousands of clients to take control of their financial futures. Dan has given corporate seminars on financial planning and has written extensively on financial brokerage and advice for both the trade and the general public. He lives in Charlotte, North Carolina.

Produkt-Details

• Erscheint lt. Verlag: 25.9.2018
• Zusatzinfo: Charts, tables, worksheets
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie ► Lebenshilfe / Lebensführung
• Themenwelt: Wirtschaft ► Allgemeines / Lexika
• Schlagworte: Bank account • Bernie Madoff • Business Advice • business books • Business Communication • Business Development • business dictionary • business economics • business essentials • Business Ethics • business etiquette • business finance • business for men • business for women • Business Guide • business how to • business ideas • business inspiration • Business Management • business philosophy • Business Plan • Business Success • business tips • business venture • Business Writing • finance advice • finance inspiration • finance philosophy • finance quotes • finance tips • Financial advice • Financial Intelligence • financial plan for the future • Financial Planning • financial success • financial vocabulary • how to become wealthy • How to get rich • how to invest • How to retire • Investing • Investment • Investments • manage bank accounts • manage money • managing bank accounts • managing cash • Managing money • managing your money • planning for the future • principles of finance • Retirement • retirement plans • retiring • save money • saving money • Wealth Management
• ISBN-10: 1-5107-2531-8 / 1510725318
• ISBN-13: 978-1-5107-2531-7 / 9781510725317