The secrets of successful financial planning: inside tips from an expert
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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. -- partial back cover.;Introduction -- Advice, advisors, and what's new -- Financial position, budget, and cash management -- Risk management (protection planning) -- Accumulation planning -- Income tax management -- Retirement planning -- Estate planning -- Conclusion.
LF/601520/R
Data sheet
- Name of the Author
- Dan
Gallagher - Language
- English
- ISBN
- 9781510725317
- Release date
- 2018
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