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There's More to Financial Planning Than Financial Planning - cover

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There's More to Financial Planning Than Financial Planning

Brian Zeek, Dee Dee Brooks

Publisher: Morgan James Publishing

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Summary

Offers a comprehensive take on financial planning—not just retirement savings and mutual funds, but also the importance of building an efficient plan that accounts for all the details 
Puts confusing topics, like 401(k)s and 529s, into everyday language—and shows readers how to avoid common pitfalls 
Explains what it means to be tax efficient—not just on this year’s tax return, but from now through retirement 
Balances life quality in the present with saving for the future
Available since: 06/05/2018.

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