In today's unsettled financial markets, where most pension plans died out with the twentieth century and where no one's certain of the future of Social Security, hardworking people turn to financial advisors to guide them to a worry-free financial lifestyle. Read more...
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Publisher: Mariner Books$16.95What Your Financial Advisor Isn't Telling You (Audio Compact Disc - Unabridged)
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In today's unsettled financial markets, where most pension plans died out with the twentieth century and where no one'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 advisors' fees, and just how safe are the investment choices they make on your behalf? Now more than ever, you need to educate yourself to prepare for your future, whether it's buying a house, paying for college, or saving for retirement. Spending quality time with What Your Financial Advisor Isn't Telling You is the first step to getting on track. This book is a comprehensive guide to the essential unbiased information you need to make smart personal finance decisions and achieve total financial wellness.
Publishers Weekly® Reviews
- Reviewed in: Publishers Weekly, page .
- Review Date: 2015-10-26
- Reviewer: Staff
Davidson, founder and CEO of Financial Finesse, a financial education company, provides an informative, easy-to-understand guide to what to look for when contemplating financial options. Offering cautionary stories of inexperienced financial planners and investors, she warns that financial advisors often fail to share important information with clients. To remedy that, she gives research-based advice on 10 topics. One is to take advantage of the greatest financial resource available to many people, namely employer-provided services: matching 401(k) funds, free legal services, and health insurance, among others. She includes an invaluable chart that lists different benefits, covering how they work, how to maximize them, and the estimated value of each. She also explores paying off debt, avoiding bad advisors, choosing mutual funds, and recognizing the hidden cost of taxes. Elsewhere, Davidson examines the effects that life partners have on financial security and provides a step-by-step guide to increasing your wealth. She closes with a handy checklist to getting debt-free and financially independent. Accessible and practical, this guide contains valuable tools for managing ones personal finances for maximum results. Agent: Adam Chromy, Movable Type Management. (Jan.)