The Secrets of Successful Financial Planning
Inside Tips from an Expert
Dan Gallagher
- 304 Pages
- September 25, 2018
- ISBN: 9781510725300
- Imprint: Skyhorse Publishing
- Trim Size: 6in x 9in x 0in
Description
Take charge of your finances with little-known advice from a financial expert.
**Catholic Writers Guild Seal of Approval**
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. Here is sage advice and insider information known to the very few:
- 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
Authors
Reviews
“Clear and actionable explanations, dramatic human-interest accounts, balanced and rare financial insight . . . Secrets of Successful Financial Planning is an enlightening and powerful help to those of any age, even if they think their finances and strategies are optimized . . . a must-read!” —Harry S. Dent Jr., author of Zero Hour
“Dan Gallagher offers a pleasurable read as well as a broad perspective on financial planning that is often kept close to the vest by others. Secrets of Successful Financial Planning is a ‘must read’ and a useful tool that facilitates understanding this opaque area.” —Robert V. Cornish Jr., FINRA Arbitrator and EB-5 Securities Roundtable member
“Dan Gallagher’s Secrets of Successful Financial Planning provides an amazing amount of practical wisdom and realistic planning tips. Follow his smart advice and your road to financial security will be clear.” – Stephan R. Leimberg, publisher of Leimberg Information Services, Inc., author of the Tools and Techniques series
"[SSFP] is in-depth, everything a DIYer needs to know to get their financial lives into shape! . . . A big takeaway for me was his advice on choosing the right planner. . . . I strongly recommend reading." —Tyler Hastings, personal finance blogger, Great ExperiCents