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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 ones 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 countrys 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 insiders 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, nononsense guide is a mustread if you want to finally take control of your financial wellbeing, either with a financial advisor or without.
⚠️ WARNING (California Proposition 65):
This product may contain chemicals known to the State of California to cause cancer,
birth defects, or other reproductive harm.
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