Easy to read and understand, well written and full of all the information one needs to make informed financial decisions. It is not dry like most financial books and the tips included will help you save $1000's in tax and estate costs.
I have been advising Insurance and Investment clients for 34 years. This is the first book that provides full and comprehensive Estate Planning direction to families in a language they understand. The clients I have presented with a copy have come back and thanked our Firm appreciating how they better understand the advice and planning process we have assisted them with over the years.
I absolutely recommend this book to anyone who is concerned with ensuring their "financial house" is in order.
I advise clients on investments and insurance for a living. This book is well written with a great sense of humour and excellent ideas. It presents a different perspective on things I have learned in my certification classes. It makes things easier to understand, get across to people and apply. Great investment if you are in the business or if you want to get a good understanding of your financial situation as an individual or family.
This is a very helpful book. It's well organized, and the details are presented clearly and in a sensible progression. This was an excellent investment of my time. I have just bought a second copy as a stocking stuffer for my brother.