Your Survival Guide for Financial Success: What You Absolutely Positively Need to Know (In Less than 200 pages)
About This Book
Summary
A concise guide to essential financial concepts (under 200 pages) prioritizing practical knowledge over theory. Written by an experienced investment advisor and CPA, it offers actionable strategies in simple language for various life stages.
Key Insights
Description
Have you ever started to read a book about financial planning, but quickly got bogged down by all the detail and meaningless theory? If yes, then check out Your Survival Guide for Financial Success: What You Absolutely Positively Need to Know— in Less than 200 Pages
Unlike other titles that spend too much time on unrealistic theory, this survival guide covers topics other books don’t, but are essential to navigate your financial life
And each topic in this 2024 updated edition, is in an easy-to-understand chapter that you can read as part of the total or reference later as an individual topic
The author, a registered investment advisor and CPA, who has worked in the trenches with thousands of clients over more than 30 years, explains strategies in plain English what you need to know for: Saving and Investing Purchasing a home Marriage (or not) strategies Getting the right amount of insurance Buying a Car without getting ripped off Protecting your identity and credit Determining if you need a Trust or Will Planning for Elderly life transitions This book is required reading for all ages : Young adult : Accumulating wealth and family planning
Middle Age : Protecting your assets, saving for children’s college, and preparing for retirement
Retiree : Trust and will issues, living arrangement transitions, and making sure your money lasts longer than you do
Whether you read Your Survival Guide for Financial Success on a plane ride, leave it on the shelf for quick reference, or give it as a gift to loved ones, this easy-to-read book is a must for wading through our complex society and reducing stress about all things money
It’s absolutely what you and your family need to know about managing for financial success
Dougherty, MBA (New York University), CPA, RIA, has been involved with helping clients wade through complexities of investments, taxes, and retirement planning for more than 30 years
Before relocating to Spring Hill, Florida, he worked as a senior financial analyst for a Fortune 500 tech company and then with an international consulting firm advising large corporations on various organizational issues
Dougherty has lectured on tax and estate planning matters and hosted a radio advice show
He is also the author of Unconditional Love Sucks: How an Old Myth Ruins Relationships , about managing romantic relationships to achieve success