Many people don't understand the role that a financial planner performs. In language a layperson can understand, Dan Searles, CFP?, demystifies financial concepts and explains how a financial planner can provide insight, expertise and help in making important life-changing decisions.
'I wrote this book at the urging of many of my current clients who thought my clear, concise plain English and folksy style would make a complicated, difficult subject fun and interesting.'
Searles provides clear information on how to choose a financial planner and explains the multiple professional designations in the field. He also explains fees and commissions; provides guidance in making informed decisions on saving for retirement; discusses whether purchasing long-term care insurance is the right decision; and demystifies the various types of life insurance by dispelling common misperceptions.
I Can Beat the Market: And Other Lies From Financial Professionals is must-have reading, especially in today's economy.
- Cover Page
- Title Page
- Chapter 1: Why Pay for Advice? (or Can He Bake a Cherry Pie?)
- Chapter 2: I Can Beat the Market!
- Chapter 3: Annuities Stink and the Fees are Too High!
- Chapter 4: Everyone Needs Nursing Home Insurance, Right?
- Chapter 5: Buy Term and Invest the Difference (or Whole Life is a Rip-off!)
- Chapter 6: You’ll Need $1 Million or More Just to Get By in Retirement
- Chapter 7: All Financial Designations are Created Equal
- Chapter 8: Never Pay a Commission! (or A Few Words on Fees vs. Commissions)
- My Final Word on Money
- Tools and Resources
- Confidential Financial Profile
- Risk Profile
- Designations List
- Organizations of Interest
- About the Author