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

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

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作者: Dan Gallagher 作者

出版社: Skyhorse Publishing

出版时间: 2018-02

ISBN: 151072530X 或 9781510725300

定价: 112.00

装帧: 平装

开本: 其他

页数: 240页

正文语种: 英语

分类: 外文古旧书>英文书>文学

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 the savvy, well-educated consumer 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. 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.
内容简介:
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 the savvy, well-educated consumer 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. 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.

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