It's About More Than the Money: Investment Wisdom for Building a Better Life

by Saly A. Glassman

“Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can and should utilize.” –Publishers Weekly “It’s About More Than the Money is a book for our times. Now more than ever, people are looking for financial advisors who can help them plan a secure future for their families and keep their dreams on track. Glassman captures the essence of this critical relationship–describing the qualities of trust and commitment that both client and advisor must bring to the table. Readers will come away with a better understanding of how the best financial advisors can change lives–and learn how to find the advisor who is right for them.” –Sallie Krawcheck, President, Global Wealth & Investment Management,
Bank of America “Saly Glassman uses her many years of financial advisory experience to help you improve your wealth in this well-written and entertaining book. This breezy read is full of anecdotes and is especially useful to those wanting to know more about working successfully with financial professionals.” –Greg Karp, syndicated personal finance columnist at the Tribune Company,
and author of The 1-2-3 Money Plan and Living Rich by Spending Smart “Read this before you read any other book on investments. From the mind and heart of a winning and highly respected financial advisor, it’s a strong dose of ‘intellectual hard love’–a lot of things you may not want to hear or do–but absolutely need to–
before investing a dime.” –Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI) “When selecting a financial advisor, most people look only to the bottom ‘How much money will I make?’ Saly Glassman, in a concise and intuitive style, discusses through real life examples, the importance of selecting a financial advisor with whom you can develop a strong personal relationship. Ultimately, this collaboration is how true wealth is achieved and sustained through generations.” –Morey S. Rosenbloom, Blank Rome LLP In It’s About More Than the Money , award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality. You’ll focus on what you can control and let go of what you can’t…apply investment rules that work…recognize when to do nothing…assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next.

234 pages, Paperback

First published March 10, 2010

Reviews

[Susanna · Rating 5 out of 5]

Great book. Glassman breaks down complex financial plans into sizeable digestable bites. Fun reading.

Read the whole book twice but still feels the pull to re-read it again. Highly recommended.



Retirement Math:
Calculate the annual future value you need to sustain the current spending pattern, minus today’s investment assets at retirement. Formulate the annual savings need to mend the gap and find an investment tool to match the percentage now.

[Julia · Rating 5 out of 5]

Excellent information about investors profile before investing and things to be aware of.