This profession is called wealth management and involves professionals with backgrounds in finance and investing that advise clients on how to effectively manage their costs, estates, and investments.
Wealth management firms usually require an individual to have at least $250,000 in investable assets to qualify as a client. Consequently, most members of society cannot afford such services and perhaps this explains why over 65% of Americans are currently living paycheck to paycheck, and why the majority of people within rich developed countries seem to constantly struggle financially.
This book provides a concise method to take control of personal finances and is also a guide to investing in mutual funds. In clear language you will learn how to apply simple methods which can be easily automated that will lead to profound results.
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