The Secrets of Successful Financial Planning (ePub)
Inside Tips from an Expert
(Sprache: Englisch)
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...
**Catholic Writers Guild Seal of Approval**
There are six interrelated segments to a complete financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax...
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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:
**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
Autoren-Porträt von Dan Gallagher
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.
Bibliographische Angaben
- Autor: Dan Gallagher
- 2018, 304 Seiten, Englisch
- Verlag: Simon + Schuster LLC
- ISBN-10: 1510725318
- ISBN-13: 9781510725317
- Erscheinungsdatum: 25.09.2018
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eBook Informationen
- Dateiformat: ePub
- Grösse: 2.37 MB
- Mit Kopierschutz
- Vorlesefunktion
Sprache:
Englisch
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