| Weight | 1.144 lbs |
|---|---|
| Dimensions | 6 × 6 in |
| 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! |
Financial Planning for the 99%: Financial Planning for Those Who Need it Most – HARDBACK
$29.99
Wilbert Guilford, Jr., CFP, CPA
Format: Hardback
Published Date: March 21 2024
Pages: 236
ISBN: 979-8-89091-491-0
Mary Simmons, CPA –
It’s About Time: Excellent book for hardworking, middle-class Americans like myself. I’m a CPA, yet I learned a lot from reading this book. The author, Mr. Guilford, was very generous and shared a lot of wisdom.
Linda Rowe –
Great Resource Book: Excellent handbook for people wanting to create a solid foundation for their finances. Well researched with thoroughly sourced information, covering a massive set of topics in clear understandable language. A great resource for any American’s library. Kudos to my fellow CFP for this great work.
Monique Pettiford –
Packed with Helpful Info and Tips: What’s great about this book is that it covers many topics related to finances, including auto and home purchases. It even covers topics such as health and education. The book is easy to read and understand, and full of helpful tips to get on the path to financial literacy.
Dedra Louis –
Making Financial Planning Easy: This book is great for those of us with limited knowledge about financial planning. It’s a book I wish I had prior to starting my business!
John Everett Morton –
To the Point. No Fluff: Easy to Navigate Chapters by Subject: I purchased this book as someone with an eye towards a career in financial planning. What I quickly recognized, as Mr. Guilford points out at the beginning, is that the skills and expertise of financial planners are not within the reach of most people. Most financial planners will require that you have some minimum amount of Assets Under Management (AUM) and that number is often around $100,000. This is the foundational information everyone else should have to manage their finances. It’s great this resource exists and it’s affordable
Coty Miranda –
We All Need this Info: Someone in your life NEEDS this book. Maybe you as well.
There’s so much information you can use here as written by this knowledgeable writer who is also a certified financial planner and CPA with decades of experience in those fields. There’s great advice here for all of us who are the 99% economically. I found many topics helpful to my own financial situation and believe many people can use this vital information. I’m buying one for an adult daughter.
Blaise Lantana –
Packed with information and options for life insurance, long term care, and Medicare. You’ll see how to build an investment portfolio and manage debt and credit. An informative toolkit.
Frank Crump –
Nice style, easy to read. Wilbert’s love of teaching shines through.
JoAnn Blue –
Written in a clear and concise manner, easily understood no matter your financial background. Written in layman’s language to ensure understanding and comprehension. I recommend this book for everyone.