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Financial Planning for the 99%: Financial Planning for Those Who Need it Most

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Book Details
Language
English
Publishers
ReadersMagnet LLC (20 Mar. 2024)
Weight
0.35 KG
Publication Date
20/03/2024
Pages
236 pages
ISBN-13
9798890914903
Dimensions
15.24 x 1.37 x 22.86 cm
SKU
9798890914903
Author Name
Wilbert Guilford Jr CFP CPA (Author)
Wilbert is a Certified Financial Planner™ and Certified Public Accountant with more than forty years of experience in accounting, auditing, financial planning, and income taxes. He is also a licensed insurance agent, Certified Internal Auditor, and Registered Investment Advisor. With a master’s degree in accounting from the University of Hartford and a bachelor’s degree in business from Loyola University in New Orleans, Wilbert has helped hundreds of clients from all income brackets with financial challenges ranging from tax management, business development, investing, to retirement planning.His book “Financial Planning for the 99%”, was inspired by a desire to help those who do not have ready access to important financial advice or financial planning tools. He currently resides in Phoenix, Arizona, and enjoys physical fitness, good nutrition, good stories, and good music.Website: https://guilfordtaxman.com/Read more about this authorRead less about this author
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Description
The financial services industry makes it difficult for the average American to get good and dependable financial advice. The fact that we are asked to put our money at risk to get financial advice may be the reason 99% of Americans do not use a financial advisor.

The practices of the financial services industry may be adequate for wealthy individuals, just not everyone else!This book provides comprehensive education on personal finance, including strategies for investing, income taxes, retirement planning, life insurance, financing education, improving credit scores, reducing debt, home and car buying, student loan repayments, business development, digital (crypto) currency, and more. The book covers Medicare Advantage and Medicare Supplement plans, Social Security, annuities, reverse mortgages, long term care, estate planning, and more.

Written by a seasoned financial professional, this work is meant to be a one-stop guide to help Americans reach success in areas that most affect their finances. .

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