Our book, Mastering Your Financial Lifecycles: How To Successfully Manage Money in Every Decade of Life, is going to be launching on May 10th!
I co-wrote the book with JHA’s own CFO, Liz Levy. We took a longitudinal approach to your finances, starting at the birth of your first child. Each chapter ends in a fool-proof checklist that will ensure you’re never caught off guard in the document department. If you hate jargon, we’ve bolded all the nerdy words and put them in a glossary.
Other chapters include the formative years, teen years, college, becoming an adult, getting married, pre-retirement, retirement, and planning for the final act of a long, successful life.
In other good news, in mid May, I’ll be debuting my podcast titled Mastering Your Financial Life. I’m going to be talking to other financial professionals who know about matrimonial matters, life insurance, trusts and estates, and anybody else that I think is going to be interesting to talk to.
To get more information about Mastering Your Financial Lifecycles: How To Successfully Manage Money in Every Decade of Life or the Mastering Your Financial Life podcast, contact us.
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