The secrets of successful financial planning : inside tips from an expert
(Book)
Author
Published
New York : Skyhorse Publishing, 2018., , [2018].
Physical Desc
pages cm
Status
Description
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Copies
Location | Call Number | Status |
---|---|---|
Security Public Library - NONFICTION | 332..024 GALLA | On Shelf |
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Subjects
LC Subjects
Bisac Subjects
Business & Economics / Insurance / Life.
Business & Economics / Personal Finance / Budgeting
Business & Economics / Personal Finance / Investing.
Business & Economics / Personal Finance / Money Management
Business & Economics / Personal Finance / Retirement Planning.
Business & Economics / Personal Finance / Taxation.
Law / Taxation
Business & Economics / Personal Finance / Budgeting
Business & Economics / Personal Finance / Investing.
Business & Economics / Personal Finance / Money Management
Business & Economics / Personal Finance / Retirement Planning.
Business & Economics / Personal Finance / Taxation.
Law / Taxation
OCLC Fast Subjects
More Details
Published
New York : Skyhorse Publishing, 2018., , [2018].
Format
Book
Street Date
1808
Language
English
Notes
Bibliography
Includes bibliographical references.
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 thats 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 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 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 pros help.--Amazon.com
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Citations
APA Citation, 7th Edition (style guide)
Gallagher, D. (2018). The secrets of successful financial planning: inside tips from an expert . Skyhorse Publishing.
Chicago / Turabian - Author Date Citation, 17th Edition (style guide)Gallagher, Dan. 2018. The Secrets of Successful Financial Planning: Inside Tips From an Expert. Skyhorse Publishing.
Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)Gallagher, Dan. The Secrets of Successful Financial Planning: Inside Tips From an Expert Skyhorse Publishing, 2018.
MLA Citation, 9th Edition (style guide)Gallagher, Dan. The Secrets of Successful Financial Planning: Inside Tips From an Expert Skyhorse Publishing, 2018.
Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.
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