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Money Secrets: Keys to Smart Investing Hardcover – 1605
The Amazon Book Review
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An absolute must read for anyone who is considering firing their present advisor or working with an advisor for the first time. Money Secrets reveals important questions you should be asking an advisor or they should be asking you. --Paul Merriman, Wall Street Journal MarketWatch contributor
About the Author
Kim Curtis is a nationally recognized wealth management advisor and speaker. She has been published in a variety of publications including the Wall Street Journal.
As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric legacy planning model was recognized in the Journal of Practical Estate Planning, winning the Editor s Choice award. This model is the cornerstone of her firm s holistic and highly successful approach to integrated wealth management.
Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise.
She lives in Denver, Colorado, with her family.
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What I loved about this book is that, from the very start, Kim suggests that it is not only OK, but necessary, to ask those questions that we all ask of ourselves --Am I saving enough? Will I have enough? How much is enough? Then she provides the reader with an easy to understand, no nonsense approach to answering those questions. She turns what is a potential nightmare in the investment jungle into a calm comfortable walk in the park! This book is a great resource- whether you're just dipping your toe, or ready to dive in.