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.