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

ISBN: 9781510725300
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$19.99
SKU:
9781510725300
Availability:
324.75
Minimum Purchase:
25 units
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Minimum Order: 25 copies per title

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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_09032025_P9054569_onix30_Complete-20250903.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
Imprint:
Skyhorse

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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.

    While major retailers like Amazon may carry The Secrets of Successful Financial Planning (Inside Tips from an Expert), we specialize in bulk book sales and offer personalized service from our friendly, book-smart team based in Portland, Oregon. We’re proud to offer a Price Match Guarantee and a streamlined ordering experience from people who truly care.

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