Wealth Management Rules: 12 Tips to Help You Harness Your Financial Know-How
Marguerita Cheng, CFP
February 28, 2014
Divided into four sections, the 12 tips in the book are designed to help readers: * Know how they actually think about wealth (you may surprise yourself) * Know how to better understand what messages they’ve been sent by parents, media, and society about wealth — some of which may be keeping them from actually being wealthy * Know how the wealth management world works * Know how to balance love, money — and their increasing wealth