Has your advisor shown you how to NEVER lose the forward momentum of your money?
Recommended Reading
These four books are what I will recommend after my first meeting. All are available on Amazon. They are pretty quick reads and are perfect for underlining creating good questions for future meetings.
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Confessions of a CPA
Why what I was taught to be true has turned out not to be. Bryan S. Bloom, CPA.
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What Would the Rockefellers Do?
How the wealthy get and stay that way, and how you can too. Garrett B Gunderson.
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The Power of Zero
How to get to the 0% tax bracket and transform your retirement. David McKnight
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Don't Be Debt-Free & Broke
The good, the bad, and the ugly. Matt Love