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Wealth Management

You have goals for your future; probably more than one. They might be about the lifestyle you hope to lead in retirement. Or a child’s education. There might be a charitable cause you hope to support more fully, or a hobby you’ve yearned to pursue. Or perhaps you’re just not quite able to articulate your goal. But we bet you have one, nevertheless. Understanding what’s really important to you is at the heart of how we’ll begin to build the kind of relationship you expect. Step by step, in a way that is very personal, very open and very focused on your hopes and dreams and goals.

Best of all, the book explains difficult financial concepts in plain English with a breezy style. It’s fun and easy to read.

Since the book was last revised in 2004, the world of personal finance has changed dramatically. This all-new 4th revision is the most extensive one that K. Michael has ever undertaken, and includes fresh updates and brand new material including:

  • Behavioral Finance and Neuroeconomics: Learn why you make bad financial decisions-and how to break the cycle.
  • Picking your Investments: Find out the truth about Morningstar.
  • Are Your Parents Aging? See how to best provide help-without harming yourself financially.
  • Planning Your Retirement Lifestyle: How you can enjoy a comfortable retirement -and what you can do to get there.
  • Investment Choices: Learn how low cost investments can help you create wealth while potentially saving you money. Target-Date Strategies: It’s what you don’t know that can hurt you.

Whether you are saving for college or retirement, buying a home or selling one, concerned about long-term care for yourself or your parents, worried about an impending job loss, or facing any financial decision, knowing The Truth About Money will help you make great financial decisions.

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