Lori Sackler

The M Word (eBook, ePUB)

• Format: ePub

Produktbeschreibung

MONEY. It's the topic nobody wants to broach. Even with rising public awareness about the need for communication, money talks remain taboo for most U.S. households. Lack of financial communication leads to a staggering 70 percent of families losing their money, assets, and family harmony in the aftermath of estate transfers.

Financial advisor Lori Sackler has devoted her 25-plus year career to solving the financial problems plaguing individuals and families. In her new edition of The M Word , she shows how to successfully talk about money matters through all of life's transitionsincluding changes in financial circumstances, remarriage and merging families, retirement, preparing heirs and transferring wealth.

The M Word will help you change the way your family views, spends, and transfers assets, wealth, and family values. You'll learn how to approach the thorniest of subjects without anxiety or stress, and your family will reap the benefits of secure financial planning for generations to come. Sackler's detailed five-step plan will help you successfully prepare for, initiate, and execute today's most essential conversation: the money talk.

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Produktdetails

• Verlag: Meridian Editions
• Erscheinungstermin: 20. Oktober 2023
• Englisch
• ISBN-13: 9781959170075
• Artikelnr.: 69216395

Autorenporträt

LORI R. SACKLER is a financial advisor, senior vice president and family wealth director at Morgan Stanley where she leads Evergreen Lane Wealth Management Group. Her team is dedicated to helping individuals and families keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and successfully guiding them through life's transitions. Sackler is a certified investment management analyst, a certified financial planner and non-practicing certified public accountant. She is the author of The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future - 1st Edition, published in 2013 by McGraw Hill and The M Word Journal: How to Have the Money Talk released in 2016. She is the creator and former host of the radio show "The M Word" on WOR in New York City.