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What Your Financial Advisor Isn’t Telling You: The 10 Essential Truths You Need to Know About Your Money

door Liz Davidson

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523496,366 (3.83)Geen
"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 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"--… (meer)
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Toon 3 van 3
If one was only going to read a single finance and money book this probably is not the one. However, Liz Davidson does a very good job outlining the problems encountered with various types of financial advisors and brokers. One section was subtitled; Fast Food Finance: Would You Like Lies With That. She also explains what the various types and certifications of financial professionals mean. All those letters after names like CFP and CIMA are explained.

There were parts that dragged and repeated but still I am glad I read this book. ( )
  MMc009 | Jan 30, 2022 |
A valuable resource that explains why not to necessarily accept investment advice from a banking- or comission-based financial advisor: they're just glorified salespeople. The biggest insight I discovered was that mutual funds are a rather poor investment. No one can anticipate the market. This is a an excellent companion book to "Millionaire Teacher" and "The Wealthy Barber Returns". ( )
  SandyAMcPherson | Sep 24, 2017 |
This refreshingly simple to read and understand financial book takes you from the basic to the slightly more complicated and makes you realize you really don't need to get very complicated when it comes to finances. The money people just want you to think it is complicated so that they can make a profit off of you! Davidson explains all of the things you can do through your company benefit plans before you even get to your IRAs and 401ks. Do yourself a favor and read this book before you turn 35 so that you will be able to retire one day!!!! ( )
  JenniferStrange | Apr 21, 2016 |
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"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 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"--

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