
My rating: 5 of 5 stars
Offering a broad overview of wealth management...
The Necessity of Finance by Dr. Anthony M. Criniti IV is about managing your personal finances and wealth situation, thus every one of us needs to be aware of it and be able to manage it well to prevent unnecessary outflow or leakages. In our lifetime, the many actions or decisions that we take are bound to have an impact on our wealth. Our income sources, the properties or vehicles we purchase, the education expenses we spend for our children are just a very few examples.
Wealth management can be referred to as an advanced discipline relating to advice in terms of investment which incorporates specialist monetary services and financial planning. The main objectives are providing families dealing with services in retail banking, legal resources, investment management, and taxation advice goals to sustain and grow long-term wealth. Monetary planning can help individuals who are accumulating wealth or have already done so.
If you are looking to gain a better understanding of finance and wealth-management, this book would come highly recommended.
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