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The Wealth Solution: Bringing Structure to Your Financial Life
Are you uncertain how to manage your wealth?
Concerned you won’t be prepared for retirement?
Do you want to leave a lasting legacy for your heirs?
Have you clearly defined your personal and financial goals?
Chances are you’re finding it more challenging than ever these days to understand and manage your increasingly complex financial life. But the sooner you determine where you are now and where you want to be in the future, the sooner you can set out to build a plan that tackles the major issues that impact your life.
The Wealth Solution will show you how to:
• Overcome Key Investment Challenges
• Demystify the Investment Planning Process
• Create a Total Investor Profile
• Select a True Wealth Manager — or Be Your Own.
Whether you’re well on your way, or just beginning to think about organizing and optimizing your financial life, The Wealth Solution provides clear, comprehensive advice and guidance, specifically tailored to the unique needs of today’s investors.
Concerned you won’t be prepared for retirement?
Do you want to leave a lasting legacy for your heirs?
Have you clearly defined your personal and financial goals?
Chances are you’re finding it more challenging than ever these days to understand and manage your increasingly complex financial life. But the sooner you determine where you are now and where you want to be in the future, the sooner you can set out to build a plan that tackles the major issues that impact your life.
The Wealth Solution will show you how to:
• Overcome Key Investment Challenges
• Demystify the Investment Planning Process
• Create a Total Investor Profile
• Select a True Wealth Manager — or Be Your Own.
Whether you’re well on your way, or just beginning to think about organizing and optimizing your financial life, The Wealth Solution provides clear, comprehensive advice and guidance, specifically tailored to the unique needs of today’s investors.
142 pages, Hardcover
First published May 1, 2011
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Displaying 1 of 1 review
January 24, 2026
Chapter 7 / Pg 61: diversifying your portfolio
Pg 71: effective diversification
Pg 73: small and large stock
Pg 77: bond > stock
Pg 81: rule of thumb
Pg 85: active and passive funds
Pg 87: asset location - tax
Pg 105: Roth IRA
Pg 107: having a will
Pg 116: wealth management team relativity (chart)
Pg 126: What to look for in a financial advisor.
Pg 130: advisor-clean record (check websites)
Pg 71: effective diversification
Pg 73: small and large stock
Pg 77: bond > stock
Pg 81: rule of thumb
Pg 85: active and passive funds
Pg 87: asset location - tax
Pg 105: Roth IRA
Pg 107: having a will
Pg 116: wealth management team relativity (chart)
Pg 126: What to look for in a financial advisor.
Pg 130: advisor-clean record (check websites)
Displaying 1 of 1 review