Most people view financial planning as hard, scary, or something they just can t do. But taking care of one s finances and wealth are important issues no one should ignore. Bruce Helmer, a registered financial consultant with more than 20 years of experience, dispels many of the myths about financial planning and provides clear, well-defined explanations of the associated realities. Written in a straight-forward, easy-to-understand manner, this book discusses planning; picking stocks; the danger of fixed interest accounts; the disadvantages of prepaying mortgages; the problem with making monthly investments; the inefficiencies of pretax retirement plans; advantages of life insurance; why having a good financial planner is a good investment; and the economic benefits of charitable giving. Included is a reference guide to investments and wealth enhancement-taking a look at the advantages and disadvantages of each. Frequently-asked questions and investor profiles are also provided.
| 作者 | Bruce Helmer Bruce W. Helmer |
|---|