Publisher's Synopsis
Updated for 2024! Some people spend more time planning their next vacation than they spend planning a comfortable financial life. You can do better with BOTTOM LINE FINANCIAL PLANNING. Learn key concepts from experienced professionals--from efficient investing to tax and debt management; from retirement wish-list planning to guarding your loved ones from financial hazards; from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline. Know what you can DIY...and how to assemble your expert team to handle the rest. Scan each chapter's introductory bullet list of bottom line planning necessities to see what you're already doing right--and what you may be missing. Concise, clear explanations follow, with tips and real-life stories from seasoned financial professionals focused on helping clients manage risk and fund "the good life".
