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Smart Questions to Ask Your Financial Advisers (Bloomberg Personal Bookshelf (Hardcover))
 
 
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Smart Questions to Ask Your Financial Advisers (Bloomberg Personal Bookshelf (Hardcover)) [Hardcover]

Lynn Brenner (Author)
4.0 out of 5 stars  See all reviews (1 customer review)


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Book Description

Bloomberg Personal Bookshelf (Hardcover) January 1, 1997
Lynn Brenner gets to the heart of success in personal planning with more than 80 smart questions to help you get first-rate financial advice that really fits your needs. Drawing on real situations described by readers of her weekly newspaper column. Brenner supplies an easy-to-follow guide through common dilemmas that arise in investing, getting married or divorced, buying or selling a house, planning your estate, and living on your 401(k) and IRAs in retirement - and tells you what expensive mistakes to avoid when you are buying insurance, minimizing your taxes, saving for college, and surviving unemployment.

Editorial Reviews

From Library Journal

Personal finance columnist for Newsday and author of two other books on personal finance, Brenner organizes her new book around questions that would be asked of various financial advisers. She doesn't just give a single answer, however; in response to a question of which investments to make for college, for example, she explains the benefits and drawbacks of various popular college investments such as EE bonds. The book covers a lot of ground, but omissions occur. Life insurance is thoroughly covered, while auto insurance is left out completely; the cost of credit card interest is mentioned several times, but establishing and controlling credit is not discussed. Nevertheless, the clear explanations recommend the book for public libraries and for academic libraries where students are preparing for careers in financial services.?Lawrence Maxted, Gannon Univ., Erie, Pa.
Copyright 1997 Reed Business Information, Inc.

Review

A very readable format... Brenner seems to understand the greatest concerns of the majority of working Americans. -- Research

Solid advice, written clearly and well. Lynn Brenner is a winner. -- Grace W. Weinstein, Personal Finance columnist, Investor's Business Daily

With this book, you take control. -- Executive Book Summaries

Product Details

  • Hardcover: 256 pages
  • Publisher: Bloomberg Press; 1st edition (January 1, 1997)
  • Language: English
  • ISBN-10: 1576600157
  • ISBN-13: 978-1576600153
  • Product Dimensions: 8.1 x 4.6 x 0.7 inches
  • Shipping Weight: 12.8 ounces
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (1 customer review)
  • Amazon Best Sellers Rank: #2,575,043 in Books (See Top 100 in Books)

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4.0 out of 5 stars (1 customer review)
 
 
 
 
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8 of 8 people found the following review helpful:
4.0 out of 5 stars Well Written Q&A Resource Book, March 31, 2000
This book offers a good selection of questions and answers focused on financial issues that people face. I like the format, it is easy to read and to find questions that I am interested in understanding. In addition to questions for financial advisors, it includes questions to ask when purchasing a house, selling a house, and purchasing insurance. It covers a lot of different financial topics, more that I thought it would based on the title. I would recommend this book as a good general reference book to have on your home bookshelf.
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Inside This Book (learn more)
First Sentence:
INVESTMENT ADVICE HAS never been as readily available as it is today. Read the first page
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
ask your adviser, pension max, senior tax partner, percent early withdrawal penalty, permanent coverage, permanent insurance, estate tax exemption, cash value policy, joint life expectancy
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Social Security, New York, Alan Weiner, Rockville Centre, Minors Act, New Jersey, Jeff Saccacio, Barry Barnett, John Dadakis, Glenn Daily, Larry Elkin, Holtz Rubenstein, Kwasha Lipton Group of Coopers, Nolo Press, Estate Planning, West Coast, Ibbotson Associates, Uniform Gift, James Hunt, Individual Retirement Accounts, Fort Lee, Jeffrey Tuchman
Browse Sample Pages:
Front Cover | Front Flap | Table of Contents | First Pages | Index | Back Flap | Back Cover | Surprise Me!
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