Publications

Money and the People You Love

Type
Link
Cost
Paid
Published
2006
Full Name
Money and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most

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 talk about their hopes and dreams, they talk about the people they love. They don't talk first about dollars and cents, Dow Jones averages, or bond yields. Money and the People You Love outlines a new way to approach financial planning based on this important and nearly universal principle.