Financial Planning for the 99%: Financial Planning for Those Who Need it Most - The Festival Of Storytellers

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January 20 - February 2, 2025

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January 20 - February 2, 2025

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Financial Planning for the 99%: Financial Planning for Those Who Need it Most

The financial services industry makes it difficult for the average American to get good and dependable financial advice. The fact that we are asked to put our money at risk to get financial advice may be the reason 99% of Americans do not use a financial advisor. The practices of the financial services industry may be adequate for wealthy individuals, just not everyone else!

This book provides comprehensive education on personal finance, including strategies for investing, income taxes, retirement planning, life insurance, financing education, improving credit scores, reducing debt, home and car buying, student loan repayments, business development, digital (crypto) currency, and more.

The book covers Medicare Advantage and Medicare Supplement plans, Social Security, annuities, reverse mortgages, long term care, estate planning, and more.

Written by a seasoned financial professional, this work is meant to be a one-stop guide to help Americans reach success in areas that most affect their finances.

The financial services industry makes it difficult for the average American to get good and dependable financial advice. The fact that we are asked to put our money at risk to get financial advice may be the reason 99% of Americans do not use a financial advisor. The practices of the financial services industry may be adequate for wealthy individuals, just not everyone else!

This book provides comprehensive education on personal finance, including strategies for investing, income taxes, retirement planning, life insurance, financing education, improving credit scores, reducing debt, home and car buying, student loan repayments, business development, digital (crypto) currency, and more.

The book covers Medicare Advantage and Medicare Supplement plans, Social Security, annuities, reverse mortgages, long term care, estate planning, and more.

Written by a seasoned financial professional, this work is meant to be a one-stop guide to help Americans reach success in areas that most affect their finances.

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www.guilfordtaxman.com

Reviews

Book Details

Retailers

The message I received from this book has been very helpful to me. Information on how one can take average income and learn how to manage your finances and continue to improve their financial situation. I highly recommend this to anyone who may sometimes feel that their finances were not properly balanced and they need some guidance on how they should manage their finances.

The message I received from this book has been very helpful to me. Information on how one can take average income and learn how to manage your finances and continue to improve their financial situation. I highly recommend this to anyone who may sometimes feel that their finances were not properly balanced and they need some guidance on how they should manage their finances.

I have struggled with getting my finances in order for along time. I was able to get my hands on this book and I have read through it several times. It has helped me understand money so much easier. I really appreciate the author of this book and I really appreciate his knowledge!!! I recommend this book to EVERYONE!!!

I have struggled with getting my finances in order for along time. I was able to get my hands on this book and I have read through it several times. It has helped me understand money so much easier. I really appreciate the author of this book and I really appreciate his knowledge!!! I recommend this book to EVERYONE!!!

Someone in your life NEEDS this book. Maybe you as well. There’s so much information you can use here as written by this knowledgeable writer who is also a certified financial planner and CPA with decades of experience in those fields. There’s great advice here for all of us who are the 99% economically. I found many topics helpful to my own financial situation, and believe many people can use this vital information. I’m buying one for an adult daughter.

Someone in your life NEEDS this book. Maybe you as well. There's so much information you can use here as written by this knowledgeable writer who is also a certified financial planner and CPA with decades of experience in those fields. There's great advice here for all of us who are the 99% economically. I found many topics helpful to my own financial situation, and believe many people can use this vital information. I'm buying one for an adult daughter.

I purchased this book as someone with an eye towards a career in financial planning. What I quickly recognized, as Mr. Guilford points out at the beginning, is that the skills and expertise of financial planners are not within the reach of most people. Most financial planners will require that you have some minimum amount of Assets Under Management (AUM) and that number is often around $100,000. This is the foundational information everyone else should have to manage their finances. The great this is that this resource exists and it’s affordable. The downside is that it’s a book. You can’t just read it and expect your financial problems to be improved. You’re going to have to put pen to paper or numbers to spreadsheets and work on a plan for a budget, investments, and insurance. But if you can do that, you’ll be in a good spot.

I purchased this book as someone with an eye towards a career in financial planning. What I quickly recognized, as Mr. Guilford points out at the beginning, is that the skills and expertise of financial planners are not within the reach of most people. Most financial planners will require that you have some minimum amount of Assets Under Management (AUM) and that number is often around $100,000. This is the foundational information everyone else should have to manage their finances. The great this is that this resource exists and it's affordable. The downside is that it's a book. You can't just read it and expect your financial problems to be improved. You're going to have to put pen to paper or numbers to spreadsheets and work on a plan for a budget, investments, and insurance. But if you can do that, you'll be in a good spot.

John Everett Morton

Publisher: ReadersMagnet LLC

Published Date: March 20, 2024

ISBN: 979-8890914903

Available Format:

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