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  • Format: ePub

Whether you're about to start your first job, thinking about saving for your child's college fund, or actively planning for retirement, Financial Adulting is full of useful information designed to help you avoid common pitfalls and position yourself for success.
As a California attorney, Certified Public Accountant, and Certified Financial Planner©, Aaron Rubin has seen it all, and many times it's not a pretty picture. Never shy to tell it how it is, Rubin provides practical advice about budgeting and saving, taxes, investments, insurance, and estate planning. He tells you what to avoid,…mehr

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Produktbeschreibung
Whether you're about to start your first job, thinking about saving for your child's college fund, or actively planning for retirement, Financial Adulting is full of useful information designed to help you avoid common pitfalls and position yourself for success.

As a California attorney, Certified Public Accountant, and Certified Financial Planner©, Aaron Rubin has seen it all, and many times it's not a pretty picture. Never shy to tell it how it is, Rubin provides practical advice about budgeting and saving, taxes, investments, insurance, and estate planning. He tells you what to avoid, what to focus on, and isn't afraid to call out those who may not be looking out for your best interests.

Rubin also connects with readers through shared experiences. He acknowledges his own shortfalls and tells stories out of his own life (some amusing, and others cringeworthy). We all make mistakes and feel foolish at times, but it's from these mistakes that we can learn and grow.

Adulting can be scary, particularly when it comes to our finances, but with practice (and some decent Chardonnay), you will be amazed how well you can navigate these tricky waters.


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Autorenporträt
Aaron Rubin brings a broad background to his client experience. From financial planning to estate and tax planning, Aaron advises on the most important parts of his clients' lives from planning exits from businesses to helping widows and divorcees regain the confidence they deserve. He takes particular pride in helping his young tech clients make tax savvy, financially sound decisions about their stock compensation packages. He received his BA degree in Economics-Accounting-Spanish from Claremont McKenna College. He graduated cum laude from the University of Illinois College of Law and was admitted as a member of the California Bar in 2006. He is licensed as a certified public accountant, and has also obtained licensing as a life, health and property and casualty insurance agent in the state of California. In 2009, Aaron also received his CFP® designation.