The Secrets of Successful Financial Planning

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</i> 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:
<li>Written for DIYers and those needing to select or understand advisors
<li>Useful for new savers up to mid-retirees
<li>30 dramatic true stores of client triumphs and tragedies—no dull case studies
<li>Unbiased perspective is neither insurance nor investment skewed, and provides industry secrets
<li>Access via author website to...