Wealth Management Unwrapped
Unwrap What You Need to Know and Enjoy the PresentBook - 2017 | Revised and expanded
"Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges."--Amazon.com.
Publisher: Hoboken, New Jersey : John Wiley & Sons, Inc., 
Edition: Revised and expanded
Copyright Date: ©2017
Branch Call Number: 332.6 BEY 2017
Characteristics: xxi, 181 pages : illustrations, charts ; 24 cm