Publisher's Synopsis
Wealth-Building Insights -- Sure, we all want them, but our young adults and first-time investors are going to need them. Written without all the financial mumbo-jumbo and jargon that crawls all over Wall Street, this book by successfully retired financial consultant Wes Rutledge shares practical insights and experiences - in a way that's as patient and compassionate as Wes's actual conversations with his own young-adult children.
The person in charge of taking care of your financial future isn't your employer and it isn't the federal government. It's up to you!
So Dad, How Can I Make Dollars & Sense? helps you crystalize what you want to accomplish in your financial future and begin forming your plans. You will walk into your HR department or financial professional's office with confidence to begin building your wealth (the wealth that will take care of you throughout your life and beyond) instead of "just putting it in something and hoping it goes up or does ok." So Dad was written to help you Make Dollars & Sense!
"I really enjoyed reading this book and learned A LOT ... I finally understand that investing shouldn't be a fast horse race but a long-term build, which actually releases a lot of stress."
-- Angela Edlin, Young Adult and First-time Investor
Your career is officially underway, and now you've begun "adulting" on a full-time basis. But from the get-go, you must now face investing questions. The best investment advice you will ever get is to become more knowledgeable -- and that's exactly what this book helps you do!
"So Dad, How Can I Make Dollars & Sense? is a must-read, mind-shifting book for men and women in their 20s and 30s, beginning to grapple with the complexities of managing the earnings of their careers, being smart about unexpected windfalls (like inheritance) and investing for the future."
-- Kate Colbert, Business Owner, Higher Education Consultant and Author
This book will:
- Help you focus on your true investing purpose
- Explain how trust, risk and learning fit within the relationship between the young adult and the financial professional
- Tackle the notions of direction, planning and how investments are affected when the markets are up, down or sideways
- Peek at the psychology of investing and help you understand that you might want some tools to guide you when your emotions are getting the better of you
- Open your eyes to the design and construction of your wealth
- Break down your biggest fears -- the fears of doing something dumb with your money or getting ripped off -- and give you some great weapons to combat them
- Move your focus from the science of investing to the art of investing, and give you confidence you trot into the HR or financial pro's office.
Read this book if you are a:
- Young adult in a new job
- First-time investor
- Parent, grandparent, relative or friend of someone new to investing
- Person who wants a different perspective on investing
- Teacher, leader, advisor, manager, coach or someone who influences any of the people above -- and you need a great tool to foster discussions.
It isn't a "rule book" and it won't tell you what to do. It doesn't go over retirement distribution requirements, or tax-saving strategies. It isn't a "how to pick a hot stock" guidebook. And it won't tell you what not to do. But it will help young adults and first-time investors prepare to sit down with investment professionals for their first few times. So Dad is a tool designed to help you understand what you are really trying to do and how you might want to operate -- and that'll help "Make Dollars & Sense."
