Stop trying to keep up with the Jone$es : they're broke anyway : a financial planner's guide to living your ideal life
Publication Information
Charleston, South Carolina : Advantage, Member of Advantage Media Group, [2015]
Physical Description
160 pages : illustrations ; 23 cm
Summary
"Financial Planning is More Than Investment Selection... Life is about determining what you really want and figuring out how to make it happen. Each of us needs to strike a balance--all it takes is understanding what is truly important to you. Stop Trying to Keep Up with the Joneses: They're Broke Anyway is author Brad Berger's personal approach to financial planning that goes beyond investment options, performance, and avoiding risk to help you identify your family's dreams and to start planning together to make them happen. Inside, you will learn to: Align your financial choices with your most important goals and most deeply held values; Put your entire financial house in order and keep it that way; Have confidence in your plans and your future in any financial market; Focus on the things in your life that are more important than money."--Provided by publisher.
Notes
"Updated for the 2018 tax reform"--Cover.