Synopses & Reviews
A highly readable personal finance book that translates financial jargon and enables readers to ask the tough questions to protect their money and their financial well-being In todayandrsquo;s unsettled financial markets, where most pension plans died out with the twentieth century and where no oneandrsquo;s certain of the future of Social Security, hardworking people turn to financial advisors to guide them to a worry-free financial lifestyle. But do you really know how to find a legitimate financial advisor? Do you understand the jargon advisors use to explain your investments? And most important, do you know the answers to the most critical questions that will affect your financial future: how much are advisorsandrsquo; fees, and just how safe are the investment choices they make on your behalf?and#160;and#160;Now more than ever, you need to educate yourself to prepare for your future, whether itandrsquo;s buying a house, paying for college, or saving for retirement. Spending quality time with What Your Financial Advisor Isnandrsquo;t Telling You is the first step to getting on track.and#160;and#160;This book is a comprehensive guide to the essential unbiased information you need to make smart personal finance decisions and achieve total financial wellness.
Synopsis
A stunning and highly educational personal finance book aimed at everyone who has a financial advisor or has ever considered hiring one. This book will serve as your Rosetta Stone to interpreting financial jargon and will enable you to ask the tough questions to protect your money and your financial well-being.
Synopsis
Whether you have a financial advisor or are considering finding one, this guidebook, written by an expert in the field, will help you interpret the jargon and empower you to ask tough questions to protect your money now and in the future. "Accessible and practical, this guide contains valuable tools for managing one's personal finances for maximum results."--Publishers Weekly (starred review) It seems like a foolproof decision: if you want to be smart about protecting and growing your wealth, you should seek guidance from a trained financial advisor. But, as CEO of the country's largest provider of workplace financial wellness programs, author Liz Davidson has seen firsthand how that seemingly smart decision can go awry. Why? Because you can never blindly trust that your advisor has your best interests at heart. Drawing on her insider's knowledge of how the financial advice profession really works, Davidson reveals how to judge whether an advisor is going to help or harm your savings. How should you decide if you really need an advisor? What financial moves can you make on your own? What questions should you ask before trusting an advisor with your money? What are the red flags you should run from? And what does all their jargon really mean? This friendly, no-nonsense guide is a must-read if you want to finally take control of your financial well-being, either with a financial advisor or without.
About the Author
LIZ DAVIDSON, founder and CEO of Financial Finesse, is one of the nationandrsquo;s leading financial education experts. She has been profiled in national publications, radio broadcasts, and television shows, and maintains a Forbes blog. At twenty-eight, Davidson left a successful career running a hedge fund to establish a financial education firm that would provide the information people need to make sound financial decisions. Today, Financial Finesse is the countryandrsquo;s largest provider of unbiased financial wellness programs.andnbsp;She holds an MBA from the Anderson School of Business at UCLA.