Three Blind Mice: How Today's Financial Planning Process Leads Your Money to a Mousetrap

Three Blind Mice: How Today's Financial Planning Process Leads Your Money to a Mousetrap
ISBN-10
1734180803
ISBN-13
9781734180800
Series
Three Blind Mice
Category
Business & Economics
Pages
288
Language
English
Published
2020-04-14
Publisher
Advisor's Academy Press
Author
Scott S. McLean

Description

You receive investment advice from a financial advisor, have your tax returns prepared by an accountant, and have your will and estate plan written by an attorney. When was the last time these three key consultants got together to discuss your overall financial game plan? You might have taken all the right steps, yet the trap has been set. You’re basically working with three blind mice, and that can end up being very costly to you . . . because the blind mice don’t pay the price, you do. Three Blind Mice supplies the understanding and tools you need to keep your key consultants connected and operating on the same financial game plan—because your financial future depends on it. The book includes links to additional resources that can help you avoid common retirement mistakes. It also explains ways you can: Help your heirs and the executor of your will avoid the daunting disaster of probate Ensure your family avoids unnecessary chaos and family squabbles after you are gone Protect your assets if you, your spouse, or parents must go into a nursing home Avoid paying any more in taxes than you’re required to

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