Be Your Own Financial Adviser: Manage your finances successfully through good times and bad （2ND）

Lowe, Jonquil

FT Publishing International（2024/08発売）

• 製本 Paperback:紙装版/ペーパーバック版／ページ数 304 p.
• 言語 ENG
• 商品コード 9781292458397
• DDC分類 332.024

Full Description

The essential guide to making better financial decisions

 Navigating the financial industry isn't easy. While there are no shortage of commercials, advertisements, mail, email and marketing calls to entice you to take out loans, buy insurance and invest your money, choosing which of these products is right for you can be difficult. Sound financial planning requires a systematic strategy. 

This book will empower you to take control of your finances, helping you to make well-informed, confident decisions to achieve your financial goals and avoid pitfalls, equipping you with the strategy and tools you need to do so.

Through Be Your Own Financial Adviser's practical guidance, examples and case studies, you'll learn how to:



 Develop the skills of financial planning and wealth management, similar to those used by financial advisers
Maximise your chances of achieving financial security
Weather times of economic hardship
Spot and avoid financial scams

This edition adds new content on financial planning during turbulent times, open banking and cryptocurrencies, as well as a new chapter on avoiding scams. 

Supplementary material is available for download from Pearson.

Contents

PART 1 PLANNING AND ADVICE 

1 Financial planning 

2 Do you need an adviser? 

3 Avoiding scams 


PART 2 PLANNING FOR PROTECTION 

4 Protecting your income 

5 Protecting your family 

6 Health and care 


PART 3 BUILDING AND MANAGING YOUR WEALTH 

7 Somewhere to live 

8 Building a pension 

9 Retirement choices 

10 Saving and investing 

11 Managing your wealth 

12 Passing it on