Shopping cart imageShopping Cart (0) Items

My Personal Financial Plan

My Personal Financial Plan cover image
My Personal Financial Plan cover image My Personal Financial Plan cover image My Personal Financial Plan cover image
Click images to enlarge
by: Jessica Montesano
Books with a 0 star rating  (0)
Publication Date: June 7, 2014
Book Size: 8.5" x 11"
Pages: 199
Binding: Perfect Bound
$39.95

Usually prints within 3 - 5 business days
Book Synopsis
A Do-It-Yourself Guide for Reaching Your Financial Goals. This unique, two-book system combines an informational book with a workbook to guide you through each area of personal financial planning.

The educational book will teach you about each topic, as well as explain the most common pros and cons of the different options that are available. The workbook allows you to enter your own data into simple formulas to see which options are best for you — and where there are surpluses or gaps in your plan.

This simple process eliminates the need to sift through the huge amounts of data most other books provide that do little to help you understand and actually apply the information most pertinent to your situation. The follow areas are addressed: Retirement Planning, Education Planning, Investments, Savings, Life Insurance and Disability Insurance, Social Security Planning, Inheritance, Long Term Care, and Death of a Loved One.
Customer Comments
Be the first to write a comment and rate this book