The Secrets of Successful Financial Planning (Inside Tips from an Expert)

ISBN: 9781510725300
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$19.99
SKU:
9781510725300
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Minimum Purchase:
25 units
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Overview

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. 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 pro’s help.

    This book title, The Secrets of Successful Financial Planning (Inside Tips from an Expert), ISBN: 9781510725300, by Dan Gallagher, published by Skyhorse (September 25, 2018) is available in paperback. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.

    Unlike Amazon and other retailers who may also offer The Secrets of Successful Financial Planning (Inside Tips from an Expert) books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.

    Prefer to work with a human being when you order The Secrets of Successful Financial Planning (Inside Tips from an Expert) books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!

  • Product Details

    Author:
    Dan Gallagher
    Format:
    Paperback
    Pages:
    304
    Publisher:
    Skyhorse (September 25, 2018)
    Language:
    English
    ISBN-13:
    9781510725300
    ISBN-10:
    151072530X
    Dimensions:
    6" x 9" x 0.9"
    Case Pack:
    32
    File:
    Eloquence-SimonSchuster_11012024_P7927940_onix30_Complete-20241101.xml
    Folder:
    Eloquence
    List Price:
    $19.99
    As low as:
    $9.60
    Publisher Identifier:
    P-SS
    Discount Code:
    A
    Weight:
    12.8oz
    Audience:
    General/trade
    Pub Discount:
    65

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