Price: $9.97
(as of Jan 10, 2025 23:50:28 UTC – Details)
Have you ever started to read a book about financial planning, but quickly got bogged down by all the detail and meaningless theory? If yes, then check out Your Survival Guide for Financial Success: What You Absolutely Positively Need to Know—in Less than 200 Pages.
Unlike other titles that spend too much time on unrealistic theory, this survival guide covers topics other books don’t, but are essential to navigate your financial life. And each topic in this 2024 updated edition, is in an easy-to-understand chapter that you can read as part of the total or reference later as an individual topic.
The author, a registered investment advisor and CPA, who has worked in the trenches with thousands of clients over more than 30 years, explains strategies in plain English what you need to know for:Saving and InvestingPurchasing a homeMarriage (or not) strategiesGetting the right amount of insuranceBuying a Car without getting ripped offProtecting your identity and creditDetermining if you need a Trust or WillPlanning for Elderly life transitionsThis book is required reading for all ages:
Young adult: Accumulating wealth and family planning.
Middle Age: Protecting your assets, saving for children’s college, and preparing for retirement.
Retiree: Trust and will issues, living arrangement transitions, and making sure your money lasts longer than you do.
Whether you read Your Survival Guide for Financial Success on a plane ride, leave it on the shelf for quick reference, or give it as a gift to loved ones, this easy-to-read book is a must for wading through our complex society and reducing stress about all things money. We’re not kidding. It’s absolutely what you and your family need to know about managing for financial success.
About the Author
J.A. Dougherty, MBA (New York University), CPA, RIA, has been involved with helping clients wade through complexities of investments, taxes, and retirement planning for more than 30 years. Before relocating to Spring Hill, Florida, he worked as a senior financial analyst for a Fortune 500 tech company and then with an international consulting firm advising large corporations on various organizational issues. Dougherty has lectured on tax and estate planning matters and hosted a radio advice show.
He is also the author of Unconditional Love Sucks: How an Old Myth Ruins Relationships, about managing romantic relationships to achieve success.
ASIN : B08H9TNHXM
Publisher : Independently published (September 2, 2020)
Language : English
Paperback : 197 pages
ISBN-13 : 979-8676863685
Item Weight : 10.8 ounces
Dimensions : 6 x 0.45 x 9 inches