Owning the Dash

Owning the Dash

by Anthony C. Delauney


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Product Details

ISBN-13: 9781643072722
Publisher: Mascot Books
Publication date: 04/02/2019
Pages: 176
Product dimensions: 5.50(w) x 8.25(h) x (d)

About the Author

Anthony Delauney is a financial advisor and franchise business owner. He has worked in the financial services industry since 2003, helping families develop financial plans that comprehensively address their broad range of goals and dreams, including cash flow management, debt elimination, protection planning, new home purchases, family planning, small business planning, education and retirement planning, investment education, and estate planning. He has acquired the professional certifications of Certified Financial PlannerTM practitioner, Chartered Financial Consultant®, Chartered Retirement Planning CounselorSM, Retirement Income Certified Professional®, and Behavioral Financial AdvisorTM. He has made it his professional mission to help families make sense of and manage every aspect of their financial lives.

On a personal front, Anthony has been married to his wife, Laura, since 2006, and they have two children. The Delauneys have a deep passion for helping growing families and a strong charitable focus on children’s hospitals.

Table of Contents

Introduction vii

Chapter 1 Your Mindset 1

Chapter 2 Your Foundation: Setting Goals 7

Chapter 3 Your Foundation: The Numbers 19

Chapter 4 Be Certain in a World of Uncertainty 43

Chapter 5 Eating Your Taxes, Paying Your Calories 71

Chapter 6 High-Interest Debt: The Steroids of Financial Planning 87

Chapter 7 Your Home, Your Gym: What Do You Control? 95

Chapter 8 Your Long-Term Goals: Priorities or Excuses? 105

Chapter 9 Your Investments, Your Muscles: Making the Most of What You Have 127

Chapter 10 Finding the Right Financial Planner 147

Chapter 11 Owning the Dash 159

Appendix: Planning Documents 163

About Greg Plitt 173

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