What Your Financial Advisor Isn't Telling You
The 10 Essential Truths You Need to Know About Your Money
This book can be downloaded and read in Apple Books on your Mac or iOS device.
Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review).
Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first.
Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as:
How should you decide if you really need an advisor?What financial moves can you make without their help?What important questions should you ask before trusting them with your money?What are the red flags you should run from?What does all their jargon really mean?
Learn how to take control of your financial well-being—either with a financial advisor or without one.
“This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews
“Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review