Price: $20.99
Take control of your financial future with expert guidance often kept under wraps. Endorsed with the **Catholic Writers Guild Seal of Approval**, this book breaks down the six key elements of a comprehensive financial plan: Cash & Budget Planning, Insurance & Risk Management, Tax Management, Retirement Planning, Investment Planning, and Estate Planning. It examines which areas demand the expertise of a professional and which can be managed effectively by a well-informed individual.
The Secrets of Successful Financial Planning equips readers with the knowledge to steer their financial journey, irrespective of their current financial status. It translates complex financial jargon into easily digestible language. Discover invaluable insight and insider tips known only to a select few:
– Designed for both DIY enthusiasts and those wishing to better understand or choose advisors
– Suitable for anyone from budding savers to those in mid-retirement
– Features 30 compelling real-life stories of client successes and failures, bypassing dull case studies
– Provides an unbiased perspective, free from insurance or investment bias, revealing industry secrets
– Includes access to customizable spreadsheets and more through the author’s website
For instance, did you know that many consumers over-purchase long-term care insurance because their advisors are not allowed to present alternative strategies? Or that it’s often more beneficial to have two smaller, distinct life policies rather than one large one? How can you ensure the advice you receive about annuity, insurance, and investment replacements is genuinely unbiased?
Author Dan Gallagher shares these insights and more, offering advice that will pave the way for you and your family’s financial security. He outlines what tasks you can undertake independently and when it’s prudent to seek professional help. Embark on your path to financial success today.