The Secrets of Successful Financial Planning
Inside Tips from an Expert
Seiten
2018
Sky Pony Press (Verlag)
978-1-5107-2530-0 (ISBN)
Sky Pony Press (Verlag)
978-1-5107-2530-0 (ISBN)
- Keine Verlagsinformationen verfügbar
- Artikel merken
Take charge of your financial future with little-known advice from a financial planner.
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 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 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.
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 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 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.
Dan Gallagher, MBA, CFP, has been a financial planner for over thirty years, and has provided retirement building seminars and written extensively on the topic for the trade and the general public. He lives in Charlotte, NC.
| Erscheinungsdatum | 15.09.2018 |
|---|---|
| Zusatzinfo | Charts, tables, worksheets |
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 152 x 229 mm |
| Gewicht | 363 g |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie | |
| Wirtschaft ► Betriebswirtschaft / Management | |
| ISBN-10 | 1-5107-2530-X / 151072530X |
| ISBN-13 | 978-1-5107-2530-0 / 9781510725300 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
Mehr entdecken
aus dem Bereich
aus dem Bereich
1000 ganz legale Steuertricks : der Ratgeber für alle Steuerzahler …
Buch | Softcover (2023)
Knaur Taschenbuch (Verlag)
CHF 23,80
das Arbeitsbuch zur Steuererklärung für Rentner und Pensionäre
Buch | Softcover (2024)
Knaur Taschenbuch (Verlag)
CHF 20,95
was Anleger über Immobilienmärkte wissen müssen
Buch | Hardcover (2024)
Frankfurter Allgemeine Buch (Verlag)
CHF 34,95
