Everyone's Guide to Financial Planning (Winn-When If Not Now)

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9780915915002: Everyone's Guide to Financial Planning (Winn-When If Not Now)
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Jam-packed with information-it's like having six books in one! It can be turned to time and again whenever a question comes up regarding retirement options, insurance, wills, goal setting, the stock market, trusts, probate, investing in real estate or mutual funds. The convenient index and supplemental reading lists make Everyone's Guide To Financial Planning an indispensible reference volume. "Financial planning is no longer only for the rich," says the author, an attorney and certified financial planner. "The fewer the assets the more important each becomes." Written expressly to warn of the danger of passively accepting predictions of experts. No one can afford to be without the kind of information presented. In section one you will be helped to get in touch with your potential. You will assess your strong points and your weaknesses and examine and nourish your ambitions. DARE TO DREAM, the author urges. Sound practical information concerning insurance, investments, taxes, retirement and estate planning are set forth in a down-to-earth manner. Each chapter concludes with a reading list and a test to help you appreciate the uniqueness of yur own situation and to evaluate your particular needs and options. You are urged to take charge of your life but are warned when it would be dangerous, foolish and expensive to bypass professional advice. The author says no one knows your situation, your hopes, desires and needs as well as you do. In the long run you and no one else is responsible for the satisfaction or disappointments you get out of life. You can respond to events haphazardly as they work on you, or you can, through advance planning, anticipate and control events rather than always being controlled by them. The urgent message of this book is "YOU can do it-you MUST do it" because planning your life is too important to leave solely to others Isn't it time you took charge of your life? WINN When If Not Now?

"synopsis" may belong to another edition of this title.

From the Back Cover:

Can you afford to be without this book?

Only  if . . .

  • You're already realizing your highest potential and have goals which will make you stretch further tomorrow.
  • You understand insurance and have all your bases covered in the most cost-effective manner.
  • You have a plan to accumulate capital already working at top efficiency.
  • You are looking forward to a happy, productive retirement with abundant financial resources.
  • You have minimized your taxes to the greatest extent possible.
  • You have arranged that the fruits of your labor will pass to those whom you choose and with as little shrinkage as possible.
Financial planning is no longer only for the rich. The author of Everyone's Guide to Financial Planning says: "It is the person with the smalll estate who can benefit most from professional help. The fewer the assets the more important each becomes. There is no room for waste due to unfamiliarity with tax codes, investment procedures or trust provisions."

This book is so jam-packed with information it's like having six books in one! It can be turned to time and again whenever a question comes up regarding retirrement options, insurance, wills, goal setting, the stockmarket, tax shlters, the sale of a business, trusts, saving taxes, probate, financing the kids' education, investing in real estate, mutual funds or oriental rugs.

The urgent message of this book is "YOU can do it--you MUST do it," because planning your life is too important to leave to others.

From the Inside Flap:

Each one of us seeks self-fulfillment. We long to reach our highest potential but how do we know what that may be? In Everyone's Guide to Financial Planning you are encouraged to THINK BIG, to expand your horizons. The more you demand of life, the more you will receive.

In section one you will be helped to get in touch with your potential. You will assess your strong points and your weaknesses and examine and nourish your ambitions. DARE TO DREAM, the author urges.

Sound, practical information concerning insurance, investments, taxes, retirement and estate planning are set forth in a down-to-earth manner. Each chapter concludes with a reading list and a test to help you appreciate the uniqueness of your own situation and to evaluate your particular needs and options.

In Everyone's Guide to Financial Planning you are constantly urged to take charge of your life but are warned when it would be dangerous, foolish and expensive to bypass professional advice.

The author says: "No one knows your situation, your hopes, desires and needs as well as you do. In the long run you, and no one else, is responsible for the satisfaction or disappointments you get out of life. You can respond to events haphazardly as they work on you, or you can, through advance planning, anticipate and control events rather than always being controlled by them.

Isn't it time you took charge of your life?
   WINN  -   When, If Not Now?

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