It's Not So Funny When It's Your Money: A Lighthearted Look at Some Typical Financial Behavior from a Financial Advisor's Perspective - Couverture souple

Horowitz, Stuart

 
9780595409167: It's Not So Funny When It's Your Money: A Lighthearted Look at Some Typical Financial Behavior from a Financial Advisor's Perspective
Couverture souple
ISBN 10 : 0595409164 ISBN 13 : 9780595409167
Editeur : iUniverse, 2006

Synopsis

No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we're doing with our money.In It's Not So Funny When It's Your Money, financial advisor Stuart Horowitz draws on a career's worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time-and are glad to have now. Whether you're at the beginning of the financial road and just starting a family, winding down your career, or well into retirement, you'll find something to recognize in the situations these characters find themselves in.So be prepared to laugh at yourself a little while you read about sensible ways to make decisions about your investments, retirement, income taxes, estate planning, and assets that are even harder to quantify: balance and peace of mind.

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Présentation de l'éditeur

No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we're doing with our money.In It's Not So Funny When It's Your Money, financial advisor Stuart Horowitz draws on a career's worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time-and are glad to have now. Whether you're at the beginning of the financial road and just starting a family, winding down your career, or well into retirement, you'll find something to recognize in the situations these characters find themselves in.So be prepared to laugh at yourself a little while you read about sensible ways to make decisions about your investments, retirement, income taxes, estate planning, and assets that are even harder to quantify: balance and peace of mind.

Biographie de l'auteur

Stuart Horowitz is cofounder and managing senior partner of Andrew Stuart Asset Management Group, an independent wealth management firm in Coral Springs, Florida. The firm manages roughly $250 million in private holdings for its clients. A Certified Financial PlannerTM, Horowitz received his MBA from HOFSTRA University and serves as a Trustee Scholar at New York University?s Stern School of Business. Andrew Stuart Asset Management is nationally recognized for its patent-pending TEDI ModelTM for tax-efficient income distribution for affluent retirees, as well as for its expertise in facilitating tax-deferred 1031 ?like-kind? real estate exchanges.Growing up in a family of educators, Stuart has always been a teacher at heart. Stuart derives great pleasure from watching his clients absorb information that they thought were way too complex to handle.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
iUniverse
Date d'édition
2006
Langue
anglais
ISBN 10 
0595409164
ISBN 13 
9780595409167
Reliure
Broché
Nombre de pages
210
Coordonnées du fabricant
non disponible
Personne responsable
non disponible

Autres éditions populaires du même titre

9780595678501: It's Not So Funny When It's Your Money: A Lighthearted Look at Some Typical Financial Behavior from a Financial Advisor's Perspective

Edition présentée

ISBN 10 :  0595678505 ISBN 13 :  9780595678501
Editeur : iUniverse, 2006
Couverture rigide