Building a Bridge into the Future

Building a Bridge into the Future

Wealth Planning Scenarios for Everyone

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Erscheint vorauss. 13. August 2025
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This book provides a framework to help make individual wealth management accessible to all people, especially those without access to professional financial planning resources. Taking into consideration generational differences in investment priorities and alternative investments, recent shifts in technology and their consequences, as well as unique characteristics of the contemporary workforce, this book delineates the concepts, terminology, and techniques essential to wealth management, and provides a framework for readers to develop a robust and adaptable financial plan of their own. Specif...