Be Your Own Financial Adviser: Manage your finances successfully through good times and bad

2. Auflage 2024
ISBN: 978-1-292-45839-7
Verlag: Pearson Education Limited

Buch, Englisch, 304 Seiten, Format (B × H): 156 mm x 233 mm, Gewicht: 462 g

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.

Autoren/Hrsg.

Lowe, Jonquil

Inhaltsverzeichnis

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

Über Autor(innen)

Jonquil Lowe is an economist and Senior Lecturer in Economics and Personal Finance at The Open University, where she combines creating courses about personal finance, researching key issues such as access to financial services and the impact of macroeconomics changes on financial planning, and working as a consumer advocate on various industry bodies. 

A former head of money research at the consumer organisation, Which?,  Jonquil holds a diploma in financial planning and is an associate member of the Chartered Institute of Securities and Investments. She has been authoring books on personal finance for over 30 years. Current titles as author, co-author and/or editor include The Good Retirement Guide, published by Kogan Page; Essential Personal Finance: A Practical Guide for Employees and A Practical Guide to Financial Services: Knowledge, Opportunities and Inclusion, both published by Routledge.