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Reviewed by Bil Howard for Readers' Favorite
An estate plan, budgeting, and investment are essential elements in helping to secure your financial future. In Frank J. Eberhart’s book, The Sexy Little Book of Finance III, is an easy to follow, fill-in-the-blanks workbook to help you design the road map to your personal success.
Eberhart begins with estate planning and discusses wills and the consequences of not having one, trusts, probate, and executors and their duties. He also discusses the importance of having the information concerning your business interests written down when the time arrives for others to sort things out and protect the assets for which you worked so diligently. In book two, he discusses the differences between your personal, business, and retirement budgets and how each affects your success. He further discusses the different aspects of your health care as you continue to age, including Medicare and Medicaid, as well as long term health care and a basic formula for how much life insurance you should have. The third book discusses investment strategies for different levels of risk and best probable returns over a long term, including 401Ks and IRAs and the best way to protect those investments to insure maximum benefits after retirement. He also discusses different characteristics that one must consider in a financial advisor. All three books blend well and work together to help the reader plan all three parts of their financial future.
The Sexy Little Book of Finance III is a simple and easy to follow guide which leads the reader through the necessary steps in each of the three areas in order to help plan and execute their goals. The workbook is as easy as filling in the blanks on a form with excellent guidance from the author. Straight forward, easy to use and excellent advice makes The Sexy Little Book of Finance III a book that will provide an excellent return in knowledge for a very small investment of time.