- Shopping Bag ( 0 items )
Posted August 4, 2013
As a former investment advisor, I was very familiar with Milevsky's name and many of his articles and newsletters. I was interested in reading this book to get a fresh perspective on balancing my own family's finances (as well as clients if/when I return to the business.) For my purposes, I thought the book was great. For people who consider themselves financial and insurance novices (or worse), this book could be over your head, or at least a bit too detailed and should not be among the first few books you read.
It was a very fast read, fairly comprehensive, and good for a brush up on financial planning.