Money and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most

by Bruce Helmer

As a financial adviser, one of the simple truths Bruce Helmer has learned is that relationships are the single greatest influence on how people use their money and plan for the future. When people... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 092963652X
• ISBN13: 9780929636528
• Release Date: January 2006
• Publisher: Syren Book Company
• Length: 268 Pages
• Weight: 1.00 lbs.
• Dimensions: 0.8" x 8.0" x 9.0"

Customer Reviews

Insightful

This book is insightful, educational, and focuses on the things that matter most in life . . . our family, friends, and other loved ones.

An invaluable and practical introduction and study of financial planning for the nonspecialist gener

Very highly recommended reading, Money And The People You Love: A New Approach To Financial Planning Based On What Matters To You Most by Bruce Helmer (President and co-founder of Wealth Enhancement Group) is an invaluable and practical introduction and study of financial planning for the nonspecialist general reader. Exploring and interpreting the complicated "art and science" of financial consultation and planning, Money And The People You Love deftly removes the generally found barriers of business and financial lingo for an effective and accessible presentation of universal money-making principles and preservation tactics applicable to any investor. For those seeking a greater understanding of the investment process for desired financial result (particularly those considering near future prospect of investing), Money And The People You Love is very strongly recommended.

Excellent read - understandable financial advice for every life stage!

This book really gets down to what matters, how money impacts your relationships with those you love. The chapters on Money and Spouses had a lot of great insights. Money and the People You Love is very easy to understand and fun to read, very anecdotal. This book is a must for anyone interested in how planning their finances impacts their whole life, from newly married to planning on leaving a legacy.

Easy to Read - Understandable

Being in the financial industry, Bruce Helmer has learned that relationships are the greatest influence on how people will plan for the future. As one reader stated, Bruce uses "Plain English" that is seldom spoken in the financial industry to explain some incredibly complex subjects. Bruce challenges conventional ideas and gives examples of why following these ideas often times can be detrimental to your financial health. He also makes one realize you should follow your own passion, because wealth is defined by the beholder. A Must Read!!!

LOVED IT-5 Stars!

This book really puts everything into perspective. Bruce Helmer points out that the best way to approach financial planning is to focus on the people in our lives. Wealth should not be about attaining a certain value, but about those we love. This personal finance book was written in an easy to read format, and provides great advice for people of all ages!